Payson Total Return Fund (PBFDX) Alternatives
Payson Total Return Fund (PBFDX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PBFDX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PBFDX
PBFDX charges 0.82% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among PBFDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | PBFDX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | PBFDX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | PBFDX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | PBFDX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | PBFDX vs SSSYX |
Best Risk-Adjusted Alternatives to PBFDX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | PBFDX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | PBFDX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | PBFDX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | PBFDX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | PBFDX vs DHAMX |
Top Performing PBFDX Alternatives (YTD)
PBFDX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | PBFDX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | PBFDX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | PBFDX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | PBFDX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | PBFDX vs RCKSX |
Lowest Volatility Alternatives to PBFDX
PBFDX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | PBFDX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | PBFDX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | PBFDX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | PBFDX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | PBFDX vs QUERX |
Lowest Drawdown Alternatives to PBFDX
PBFDX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | PBFDX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | PBFDX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | PBFDX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | PBFDX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | PBFDX vs GQEIX |
Often Compared With PBFDX
What investors most often compare with PBFDX, based on PortfoliosLab usage data.
Compare PBFDX with Any Fund or Stock
Compare PBFDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.