Permanent Portfolio Fund Class A (PRPDX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PRPDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PRPDX
PRPDX charges 1.06% annually. There are 437 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | PRPDX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | PRPDX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | PRPDX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | PRPDX vs BWBIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | PRPDX vs VTMFX |
Best Risk-Adjusted Alternatives to PRPDX
PRPDX has a PortfoliosLab risk / return rank of 29. There are 491 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | PRPDX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | PRPDX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | PRPDX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | PRPDX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | PRPDX vs AYBLX |
Top Performing PRPDX Alternatives (YTD)
PRPDX is at 2.79% YTD. There are 493 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | PRPDX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | PRPDX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | PRPDX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | PRPDX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | PRPDX vs SMIFX |
Lowest Volatility Alternatives to PRPDX
PRPDX has 12.92% 1-year volatility. There are 500 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | PRPDX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | PRPDX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | PRPDX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | PRPDX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | PRPDX vs CSTAX |
Lowest Drawdown Alternatives to PRPDX
PRPDX has a 1-year max drawdown of -8.48%. There are 462 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | PRPDX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | PRPDX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | PRPDX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | PRPDX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | PRPDX vs FSRKX |
Other Mutual Funds from Permanent Portfolio
The 5 most viewed Permanent Portfolio mutual funds shown here include PRPFX, PAGRX, PRVBX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Permanent Portfolio Class I | Diversified Portfolio | 29 | 2.90% | — | Dec 1982 | PRPDX vs PRPFX | |
| Permanent Portfolio Aggressive Growth Portfolio | Large Cap Blend Equities | 64 | 10.60% | — | Jan 1990 | PRPDX vs PAGRX | |
| Permanent Portfolio Versatile Bond Portfolio | Short-Term Bond | 79 | 1.00% | — | Sep 1991 | PRPDX vs PRVBX | |
| Permanent Portfolio Short-Term Treasury Portfolio | Ultrashort Bond | 99 | 0.76% | — | Sep 1987 | PRPDX vs PRTBX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 63 | 10.47% | — | Jan 1990 | PRPDX vs PAGDX |
Often Compared With PRPDX
Investors most often compare PRPDX with BERIX, PUDZX, FCSRX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PRPDX with Any Fund or Stock
Compare PRPDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PRPDX with funds that move differently
Permanent Portfolio Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PRPDX.
Explore PRPDX Diversifiers