Virtus Duff & Phelps Real Asset Fund (PDPAX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PDPAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PDPAX
PDPAX charges 0.81% annually. There are 32 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | PDPAX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | PDPAX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | PDPAX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | PDPAX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | PDPAX vs JNSMX |
Best Risk-Adjusted Alternatives to PDPAX
PDPAX has a PortfoliosLab risk / return rank of 83. There are 25 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | PDPAX vs TIBAX | |
| GMO Benchmark-Free Fund | 97 | — | Jun 2011 | PDPAX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 97 | — | Jul 2003 | PDPAX vs GBMFX | |
| GMO Implementation Fund | 97 | — | Feb 2012 | PDPAX vs GIMFX | |
| Principal Diversified Select Real Asset Fund | 97 | — | Jul 2019 | PDPAX vs PDSYX |
Top Performing PDPAX Alternatives (YTD)
PDPAX is at 12.69% YTD. There are 17 mutual funds in the Global Allocation category with higher YTD returns, going as high as 18.98%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 18.98% | — | Dec 2002 | PDPAX vs TIBAX | |
| Calamos Global Total Return Fund | 17.25% | — | Oct 2005 | PDPAX vs CGO | |
| Calamos Global Dynamic Income Fund | 16.99% | — | Jun 2007 | PDPAX vs CHW | |
| Wilmington Real Asset Fund | 16.46% | — | Jun 2003 | PDPAX vs WMRIX | |
| Nuveen Multi-Asset Income Fund | 15.72% | — | Nov 2021 | PDPAX vs NMAI |
Lowest Volatility Alternatives to PDPAX
PDPAX has 9.65% 1-year volatility. There are 48 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.03% | — | Jul 2019 | PDPAX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.42% | — | Dec 2017 | PDPAX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.78% | — | Mar 2011 | PDPAX vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.79% | — | Sep 2011 | PDPAX vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.96% | — | Dec 2011 | PDPAX vs PMFYX |
Lowest Drawdown Alternatives to PDPAX
PDPAX has a 1-year max drawdown of -7.08%. There are 45 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | PDPAX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -3.48% | — | Mar 2011 | PDPAX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | PDPAX vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | PDPAX vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | PDPAX vs MSTGX |
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 | PDPAX vs ASFYX | |
| Virtus Artificial Intelligence & Technology Opport... | Artificial Intelligence, Technology Equities | 25 | 22.73% | — | Oct 2019 | PDPAX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.89% | — | Feb 2006 | PDPAX vs SAMBX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 7.13% | — | Oct 1996 | PDPAX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -4.34% | — | Mar 2018 | PDPAX vs VKSIX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 5 | 1.26% | — | Oct 1995 | PDPAX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | 0.96% | — | Jun 2009 | PDPAX vs VIMCX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 37 | 13.59% | — | Dec 2010 | PDPAX vs EDF | |
| The Merger Fund | Event Driven | 97 | 1.74% | — | Jan 1989 | PDPAX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -1.56% | — | Jun 2006 | PDPAX vs PXSGX |
Often Compared With PDPAX
Investors most often compare PDPAX with VOO, STCIX, WARAX. These 13 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare PDPAX with Any Fund or Stock
Compare PDPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PDPAX with funds that move differently
Virtus Duff & Phelps Real Asset Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PDPAX.
Explore PDPAX Diversifiers