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% | 20.40B | Feb 2004 | PDFDX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.27% | 38.80B | Nov 2001 | PDFDX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.33% | 38.80B | 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
Among 48 mutual funds in the Health & Biotech Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Alger Health Sciences Fund | 96 | — | Apr 2002 | PDFDX vs AHSAX | |
| Franklin Biotechnology Discovery Fund | 96 | — | Sep 1997 | PDFDX vs FBDIX | |
| Fidelity Advisor Biotechnology Fund I Class | 95 | — | Dec 2000 | PDFDX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class Z | 95 | — | Oct 2018 | PDFDX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund Class A | 95 | — | Dec 2000 | PDFDX vs FBTAX |
Top Performing PDFDX Alternatives (YTD)
Among 48 mutual funds in the Health & Biotech Equities category with YTD return data, the top-performing alternatives shown here go as high as 23.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Biotechnology Fund Class Z | 23.82% | — | Oct 2018 | PDFDX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 23.73% | — | Dec 2000 | PDFDX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 23.56% | — | Dec 2000 | PDFDX vs FBTAX | |
| Alger Health Sciences Fund | 23.38% | — | Apr 2002 | PDFDX vs AHSAX | |
| Fidelity Advisor Biotechnology Fund Class M | 23.36% | — | Dec 2000 | PDFDX vs FBTTX |
Lowest Volatility Alternatives to PDFDX
Among 48 mutual funds in the Health & Biotech Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 14.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Health Care Fund | 14.28% | — | Aug 1989 | PDFDX vs GGHCX | |
| Live Oak Health Sciences Fund | 14.83% | — | Jun 2001 | PDFDX vs LOGSX | |
| Saratoga Health & Biotechnology Fund | 14.93% | — | Jul 1999 | PDFDX vs SHPAX | |
| 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 |
Lowest Drawdown Alternatives to PDFDX
Among 48 mutual funds in the Health & Biotech Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go 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, DLHIX. 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