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 33 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 52. There are 49 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 | 95 | — | Jun 2011 | PDPAX vs GBFFX | |
| GMO Implementation Fund | 95 | — | Feb 2012 | PDPAX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 95 | — | Jul 2003 | PDPAX vs GBMFX | |
| SA Worldwide Moderate Growth Fund | 93 | — | Jun 2015 | PDPAX vs SAWMX |
Top Performing PDPAX Alternatives (YTD)
PDPAX is at 10.72% YTD. There are 14 mutual funds in the Global Allocation category with higher YTD returns, going as high as 24.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Total Return Fund | 24.25% | — | Oct 2005 | PDPAX vs CGO | |
| Calamos Global Dynamic Income Fund | 22.87% | — | Jun 2007 | PDPAX vs CHW | |
| Calamos Global Opportunities Fund | 18.19% | — | Sep 1996 | PDPAX vs CVLOX | |
| Thornburg Investment Income Builder Fund | 17.44% | — | Dec 2002 | PDPAX vs TIBAX | |
| Leuthold Global Fund | 15.78% | — | Apr 2008 | PDPAX vs GLBIX |
Lowest Volatility Alternatives to PDPAX
PDPAX has 9.67% 1-year volatility. There are 51 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 | 4.45% | — | Dec 2017 | PDPAX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.69% | — | Mar 2011 | PDPAX vs LFMIX | |
| Pioneer Multi-Asset Income Fund | 5.92% | — | Dec 2011 | PDPAX vs PMFYX | |
| Nuveen Real Asset Income Fund | 5.92% | — | Sep 2011 | PDPAX vs NRIIX |
Lowest Drawdown Alternatives to PDPAX
PDPAX has a 1-year max drawdown of -7.08%. There are 46 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 | -2.60% | — | Mar 2011 | PDPAX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | PDPAX vs PFADX | |
| Allspring Absolute Return Fund | -3.81% | — | Feb 2012 | PDPAX vs WARAX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | PDPAX vs PMFYX |
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 | PDPAX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.42% | — | Feb 2006 | PDPAX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -7.39% | — | Mar 2018 | PDPAX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 6.08% | — | Oct 1996 | PDPAX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 4.90% | — | Oct 1995 | PDPAX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | -0.23% | — | Jun 2009 | PDPAX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.33% | — | Jan 1989 | PDPAX vs MERFX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 0.89% | — | Sep 1940 | PDPAX vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 22 | 15.62% | — | Mar 1995 | PDPAX vs PHRAX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.38% | — | Jun 2006 | PDPAX vs PXSGX |
Often Compared With PDPAX
Investors most often compare PDPAX with VOO, STCIX, HRLYX. These 7 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 59 | 8.19% | 1.70T | Sep 2010 | PDPAX vs VOO | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 16 | 0.76% | — | Jun 1992 | PDPAX vs STCIX | |
| Hartford Real Asset Fund | Global Allocation | 88 | 9.75% | — | May 2010 | PDPAX vs HRLYX | |
| MH Elite Income Fund of Funds | Global Allocation | 30 | 2.09% | — | Aug 2011 | PDPAX vs MHEIX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 26 | 10.45% | — | Jan 2012 | PDPAX vs RAPZX | |
| Wilmington Real Asset Fund | Global Allocation | 49 | 11.89% | — | Jun 2003 | PDPAX vs WMRIX | |
| Principal Diversified Real Asset Fund | Global Allocation | 58 | 10.40% | — | Mar 2010 | PDPAX vs PDRDX |
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