Permanent Portfolio Class I (PRPFX) 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 PRPFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PRPFX
PRPFX charges 0.81% annually. There are 345 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 | PRPFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | PRPFX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | PRPFX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | PRPFX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | PRPFX vs VTMFX |
Best Risk-Adjusted Alternatives to PRPFX
PRPFX has a PortfoliosLab risk / return rank of 29. There are 489 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 | PRPFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | PRPFX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | PRPFX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | PRPFX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | PRPFX vs AOBLX |
Top Performing PRPFX Alternatives (YTD)
PRPFX is at 2.58% YTD. There are 513 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | PRPFX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | PRPFX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | PRPFX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | PRPFX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | PRPFX vs TIBIX |
Lowest Volatility Alternatives to PRPFX
PRPFX has 12.96% 1-year volatility. There are 497 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | PRPFX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | PRPFX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | PRPFX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | PRPFX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | PRPFX vs CSTAX |
Lowest Drawdown Alternatives to PRPFX
PRPFX has a 1-year max drawdown of -9.74%. There are 511 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 | PRPFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | PRPFX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | PRPFX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | PRPFX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | PRPFX vs CSTAX |
Other Mutual Funds from Permanent Portfolio
The 5 most viewed Permanent Portfolio mutual funds shown here include PAGRX, PRVBX, PRTBX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Permanent Portfolio Aggressive Growth Portfolio | Large Cap Blend Equities | 58 | 11.87% | — | Jan 1990 | PRPFX vs PAGRX | |
| Permanent Portfolio Versatile Bond Portfolio | Short-Term Bond | 81 | 1.26% | — | Sep 1991 | PRPFX vs PRVBX | |
| Permanent Portfolio Short-Term Treasury Portfolio | Ultrashort Bond | 99 | 0.96% | — | Sep 1987 | PRPFX vs PRTBX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 57 | 11.72% | — | Jan 1990 | PRPFX vs PAGDX | |
| Permanent Portfolio Fund Class A | Diversified Portfolio | 29 | 2.46% | — | May 2016 | PRPFX vs PRPDX |
Often Compared With PRPFX
Investors most often compare PRPFX with SPY, ALLW, ^GSPC. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare PRPFX with Any Fund or Stock
Compare PRPFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PRPFX with funds that move differently
Permanent Portfolio Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PRPFX.
Explore PRPFX Diversifiers