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 347 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | PDIAX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | PDIAX vs VFFSX | |
| 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 | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.20T | Apr 2015 | PDIAX vs VSMPX |
Best Risk-Adjusted Alternatives to PDIAX
PDIAX has a PortfoliosLab risk / return rank of 53. There are 240 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 | 15.30B | Dec 2004 | PDIAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | PDIAX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | PDIAX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | PDIAX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | PDIAX vs GTLOX |
Top Performing PDIAX Alternatives (YTD)
PDIAX is at 11.50% YTD. There are 145 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | PDIAX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | PDIAX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | PDIAX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | PDIAX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | PDIAX vs IGIAX |
Lowest Volatility Alternatives to PDIAX
PDIAX has 9.30% 1-year volatility. There are 10 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | PDIAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | PDIAX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | PDIAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | PDIAX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | PDIAX vs FULVX |
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 | 36 | 30.26% | — | Oct 2019 | PDIAX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.69% | — | Feb 2006 | PDIAX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -6.56% | — | Mar 2018 | PDIAX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 4 | 3.17% | — | Oct 1996 | PDIAX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 7.63% | — | Oct 1995 | PDIAX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | -1.15% | — | Jun 2009 | PDIAX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 0.99% | — | Jan 1989 | PDIAX vs MERFX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 12 | 11.63% | — | Mar 1995 | PDIAX vs PHRAX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 1.80% | — | Sep 1940 | PDIAX vs NAINX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.50% | — | Jun 2006 | PDIAX vs PXSGX |
Often Compared With PDIAX
Investors most often compare PDIAX with SEBLX, STCIX, FGJEX. These 20 comparison targets span 5 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