Perkins Discovery Fund (PDFDX) belongs to the Health & Biotech Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PDFDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PDFDX
PDFDX charges 2.50% annually. There are 47 mutual funds in the Health & Biotech Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Health Care Index Fund Admiral Shares | 0.10% | 18.50B | Feb 2004 | PDFDX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.25% | 36.80B | Nov 2001 | PDFDX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.30% | 36.80B | May 1984 | PDFDX vs VGHCX | |
| Fidelity Advisor Health Care Fund Class Z | 0.59% | — | Oct 2018 | PDFDX vs FIKCX | |
| Fidelity Advisor Biotechnology Fund Class Z | 0.61% | — | Oct 2018 | PDFDX vs FIJYX |
Best Risk-Adjusted Alternatives to PDFDX
PDFDX has a PortfoliosLab risk / return rank of 19. There are 18 mutual funds in the Health & Biotech Equities category with higher risk-adjusted ranks, going as high as 82.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Biotechnology Discovery Fund | 82 | — | Sep 1997 | PDFDX vs FBDIX | |
| Fidelity Select Biotechnology Portfolio | 66 | — | Dec 1985 | PDFDX vs FBIOX | |
| Fidelity Advisor Biotechnology Fund Class Z | 63 | — | Oct 2018 | PDFDX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 63 | — | Dec 2000 | PDFDX vs FBTIX | |
| Rydex Biotechnology Fund | 62 | — | Mar 1998 | PDFDX vs RYOIX |
Top Performing PDFDX Alternatives (YTD)
PDFDX is at 1.98% YTD. There are 2 mutual funds in the Health & Biotech Equities category with higher YTD returns, going as high as 6.98%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Pharmaceuticals Portfolio | 6.98% | — | Jun 2001 | PDFDX vs FPHAX | |
| Rydex Biotechnology Fund | 3.07% | — | Mar 1998 | PDFDX vs RYOIX | |
| Fidelity Select Health Care Services Portfolio | 1.77% | — | Jun 1986 | PDFDX vs FSHCX | |
| Franklin Biotechnology Discovery Fund | 0.59% | — | Sep 1997 | PDFDX vs FBDIX | |
| abrdn World Healthcare Fund | 0.57% | — | Jun 2015 | PDFDX vs THW |
Lowest Volatility Alternatives to PDFDX
PDFDX has 26.02% 1-year volatility. There are 48 mutual funds in the Health & Biotech Equities category with lower 1-year volatility, going as low as 13.09%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Health Care Fund | 13.09% | — | Aug 1989 | PDFDX vs GGHCX | |
| BlackRock Health Sciences Opportunities Portfolio | 13.75% | — | Dec 1999 | PDFDX vs SHSAX | |
| Health Sciences Opportunities Fund Class Instituti... | 13.76% | — | Oct 2000 | PDFDX vs SHSSX | |
| Live Oak Health Sciences Fund | 14.04% | — | Jun 2001 | PDFDX vs LOGSX | |
| Putnam Global Health Care Fund | 14.14% | — | May 1982 | PDFDX vs PHSTX |
Lowest Drawdown Alternatives to PDFDX
PDFDX has a 1-year max drawdown of -22.11%. There are 45 mutual funds in the Health & Biotech Equities category with shallower 1-year drawdowns, going as shallow as -7.62%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Biotechnology Portfolio | -7.62% | — | Dec 1985 | PDFDX vs FBIOX | |
| Live Oak Health Sciences Fund | -8.13% | — | Jun 2001 | PDFDX vs LOGSX | |
| Rydex Biotechnology Fund | -8.43% | — | Mar 1998 | PDFDX vs RYOIX | |
| AlphaCentric LifeSci Healthcare Fund | -8.49% | — | Nov 2019 | PDFDX vs LYFIX | |
| Fidelity Advisor Biotechnology Fund Class Z | -8.88% | — | Oct 2018 | PDFDX vs FIJYX |
Often Compared With PDFDX
Investors most often compare PDFDX with FBTTX, ETIHX, FBTAX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Advisor Biotechnology Fund Class M | Health & Biotech Equities | 62 | -0.94% | — | Dec 2000 | PDFDX vs FBTTX | |
| Eventide Healthcare & Life Sciences Fund | Health & Biotech Equities | 56 | -7.42% | — | Dec 2012 | PDFDX vs ETIHX | |
| Fidelity Advisor Biotechnology Fund Class A | Health & Biotech Equities | 62 | -0.83% | — | Dec 2000 | PDFDX vs FBTAX | |
| Saratoga Health & Biotechnology Fund | Health & Biotech Equities | 12 | -3.62% | — | Jul 1999 | PDFDX vs SHPAX | |
| Baron Health Care Fund | Health & Biotech Equities | 9 | -7.63% | — | Apr 2018 | PDFDX vs BHCHX | |
| Janus Henderson Global Life Sciences Fund Class A | Health & Biotech Equities | 38 | -3.68% | — | Dec 1998 | PDFDX vs JFNAX |
Compare PDFDX with Any Fund or Stock
Compare PDFDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PDFDX with funds that move differently
Perkins Discovery Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PDFDX.
Explore PDFDX Diversifiers