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% | 19.00B | Feb 2004 | PDFDX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.27% | 37.00B | Nov 2001 | PDFDX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.33% | 37.00B | 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 27. There are 38 mutual funds in the Health & Biotech Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Biotechnology Discovery Fund | 96 | — | Sep 1997 | PDFDX vs FBDIX | |
| Fidelity Advisor Biotechnology Fund Class Z | 94 | — | Oct 2018 | PDFDX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 94 | — | Dec 2000 | PDFDX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 94 | — | Dec 2000 | PDFDX vs FBTAX | |
| Fidelity Advisor Biotechnology Fund Class M | 94 | — | Dec 2000 | PDFDX vs FBTTX |
Top Performing PDFDX Alternatives (YTD)
PDFDX is at 4.76% YTD. There are 40 mutual funds in the Health & Biotech Equities category with higher YTD returns, going as high as 24.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Biotechnology Fund Class Z | 24.40% | — | Oct 2018 | PDFDX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 24.32% | — | Dec 2000 | PDFDX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 24.15% | — | Dec 2000 | PDFDX vs FBTAX | |
| Fidelity Advisor Biotechnology Fund Class M | 23.98% | — | Dec 2000 | PDFDX vs FBTTX | |
| Fidelity Advisor Biotechnology Fund Class C | 23.69% | — | Dec 2000 | PDFDX vs FBTCX |
Lowest Volatility Alternatives to PDFDX
PDFDX has 25.79% 1-year volatility. There are 48 mutual funds in the Health & Biotech Equities category with lower 1-year volatility, going as low as 14.13%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Health Care Fund | 14.13% | — | Aug 1989 | PDFDX vs GGHCX | |
| BlackRock Health Sciences Opportunities Portfolio | 14.93% | — | Dec 1999 | PDFDX vs SHSAX | |
| Health Sciences Opportunities Fund Class Instituti... | 14.94% | — | Oct 2000 | PDFDX vs SHSSX | |
| Live Oak Health Sciences Fund | 14.98% | — | Jun 2001 | PDFDX vs LOGSX | |
| Saratoga Health & Biotechnology Fund | 15.04% | — | Jul 1999 | PDFDX vs SHPAX |
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 BHCHX, ETIHX, FPHAX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
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