Virtus KAR Equity Income Fund (PDIAX) 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 PDIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PDIAX
PDIAX charges 1.20% annually. There are 353 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | PDIAX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | PDIAX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | PDIAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | PDIAX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | PDIAX vs SSSYX |
Best Risk-Adjusted Alternatives to PDIAX
PDIAX has a PortfoliosLab risk / return rank of 75. There are 50 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | PDIAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | PDIAX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | PDIAX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | PDIAX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | PDIAX vs IGIAX |
Top Performing PDIAX Alternatives (YTD)
PDIAX is at 13.20% YTD. There are 44 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | PDIAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | PDIAX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | PDIAX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | PDIAX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | PDIAX vs FLVCX |
Lowest Volatility Alternatives to PDIAX
PDIAX has 9.51% 1-year volatility. There are 10 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | PDIAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | PDIAX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | PDIAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | PDIAX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | PDIAX vs FSUVX |
Lowest Drawdown Alternatives to PDIAX
PDIAX has a 1-year max drawdown of -6.22%. There are 6 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | PDIAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | PDIAX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | PDIAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | PDIAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | PDIAX vs QUERX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 48 | 32.52% | — | Oct 2019 | PDIAX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.42% | — | Feb 2006 | PDIAX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -7.39% | — | Mar 2018 | PDIAX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 6.08% | — | Oct 1996 | PDIAX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 4.90% | — | Oct 1995 | PDIAX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | -0.23% | — | Jun 2009 | PDIAX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.33% | — | Jan 1989 | PDIAX vs MERFX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 0.89% | — | Sep 1940 | PDIAX vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 22 | 15.62% | — | Mar 1995 | PDIAX vs PHRAX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.38% | — | Jun 2006 | PDIAX vs PXSGX |
Often Compared With PDIAX
Investors most often compare PDIAX with SEBLX, STCIX, FGJEX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare PDIAX with Any Fund or Stock
Compare PDIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PDIAX with funds that move differently
Virtus KAR Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PDIAX.
Explore PDIAX Diversifiers