Virtus KAR Equity Income Fund (PDIAX) belongs to the Dividend 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 66 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation Index Fund Admiral ... | 0.07% | 129.60B | Dec 2013 | PDIAX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.20B | Feb 2019 | PDIAX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.40B | Mar 2016 | PDIAX vs VIHAX | |
| Vanguard Equity Income Fund Admiral Shares | 0.19% | 65.40B | Aug 2001 | PDIAX vs VEIRX | |
| Vanguard Dividend Growth Fund | 0.20% | 35.70B | May 1992 | PDIAX vs VDIGX |
Best Risk-Adjusted Alternatives to PDIAX
PDIAX has a PortfoliosLab risk / return rank of 82. There are 35 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund Cla... | 94 | — | Mar 2005 | PDIAX vs SVAAX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | PDIAX vs VIHAX | |
| Goldman Sachs Equity Income Fund | 94 | — | Feb 1993 | PDIAX vs GSGRX | |
| Russell Investments Equity Income Fund | 93 | — | Mar 2000 | PDIAX vs REAYX | |
| Pioneer Multi-Asset Income Fund A | 93 | — | Dec 2011 | PDIAX vs PMAIX |
Top Performing PDIAX Alternatives (YTD)
PDIAX is at 13.90% YTD. There are 28 mutual funds in the Dividend category with higher YTD returns, going as high as 20.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Sustainable Equity Income Fund | 20.50% | — | Jan 2013 | PDIAX vs TRDIX | |
| Allspring Emerging Markets Equity Income Fund | 19.85% | — | May 2012 | PDIAX vs EQIIX | |
| Goldman Sachs Equity Income Fund | 18.64% | — | Feb 1993 | PDIAX vs GSGRX | |
| Russell Investments Equity Income Fund | 17.91% | — | Mar 2000 | PDIAX vs REAYX | |
| MFS Equity Income Fund | 17.78% | — | Sep 2012 | PDIAX vs EQNIX |
Lowest Volatility Alternatives to PDIAX
PDIAX has 9.51% 1-year volatility. There are 8 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.96% | — | Dec 2011 | PDIAX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.40% | — | Dec 1973 | PDIAX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.18% | — | Jul 1987 | PDIAX vs CAIFX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | PDIAX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | PDIAX vs ACIIX |
Lowest Drawdown Alternatives to PDIAX
PDIAX has a 1-year max drawdown of -6.22%. There are 8 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | PDIAX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | PDIAX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | PDIAX vs PDT | |
| Goldman Sachs Equity Income Fund | -5.48% | — | Feb 1993 | PDIAX vs GSGRX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | PDIAX vs CDDYX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include ASFYX, AIO, SAMBX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | Systematic Trend | 67 | 10.47% | — | Jul 2010 | PDIAX vs ASFYX | |
| Virtus Artificial Intelligence & Technology Opport... | Artificial Intelligence, Technology Equities | 25 | 22.73% | — | Oct 2019 | PDIAX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.89% | — | Feb 2006 | PDIAX vs SAMBX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 7.13% | — | Oct 1996 | PDIAX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -4.34% | — | Mar 2018 | PDIAX vs VKSIX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 5 | 1.26% | — | Oct 1995 | PDIAX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | 0.96% | — | Jun 2009 | PDIAX vs VIMCX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 37 | 13.59% | — | Dec 2010 | PDIAX vs EDF | |
| The Merger Fund | Event Driven | 97 | 1.74% | — | Jan 1989 | PDIAX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -1.56% | — | Jun 2006 | PDIAX vs PXSGX |
Often Compared With PDIAX
Investors most often compare PDIAX with SEBLX, STCIX, FGJEX. These 20 comparison targets span 8 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