Davis Appreciation & Income Fund (RPFCX) 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 RPFCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RPFCX
RPFCX charges 1.00% annually. There are 414 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 | RPFCX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | RPFCX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | RPFCX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | RPFCX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | RPFCX vs BWBIX |
Best Risk-Adjusted Alternatives to RPFCX
RPFCX has a PortfoliosLab risk / return rank of 97. There are 2 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 | RPFCX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | RPFCX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | RPFCX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | RPFCX vs AYBLX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | RPFCX vs FSRRX |
Top Performing RPFCX Alternatives (YTD)
RPFCX is at 15.33% YTD. There are 7 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.44% | — | Jan 1998 | RPFCX vs EKBAX | |
| ICON Equity Income Fund | 20.32% | — | May 2004 | RPFCX vs IOEZX | |
| Greenspring Fund | 18.97% | — | Jun 1983 | RPFCX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.62% | — | Dec 2002 | RPFCX vs TIBIX | |
| Disciplined Growth Investors Fund | 17.68% | — | Aug 2011 | RPFCX vs DGIFX |
Lowest Volatility Alternatives to RPFCX
RPFCX has 8.99% 1-year volatility. There are 285 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 | RPFCX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | RPFCX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.92% | — | Apr 2012 | RPFCX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | RPFCX vs AVEFX | |
| American Funds College 2027 Fund | 3.08% | — | Sep 2012 | RPFCX vs CSTAX |
Lowest Drawdown Alternatives to RPFCX
RPFCX has a 1-year max drawdown of -6.76%. There are 323 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 | RPFCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | RPFCX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | RPFCX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | RPFCX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | RPFCX vs CSTAX |
Other Mutual Funds from Davis
The 8 most viewed Davis mutual funds shown here include NYVTX, DNVYX, RFBAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Davis New York Venture Fund | Large Cap Blend Equities | 95 | 15.07% | — | Feb 1969 | RPFCX vs NYVTX | |
| Davis New York Venture Fund Class Y | Large Cap Growth Equities | 95 | 15.22% | — | Feb 1969 | RPFCX vs DNVYX | |
| Davis Government Bond Fund | Government Bonds | 70 | 0.94% | — | Nov 1994 | RPFCX vs RFBAX | |
| Davis Global Fund | Global Equities | 41 | 4.43% | — | Dec 2004 | RPFCX vs DGFAX | |
| Davis International Fund | Foreign Large Cap Equities | 29 | 5.43% | — | Dec 2006 | RPFCX vs DILAX | |
| Davis Opportunity Fund | Large Cap Blend Equities | 89 | 16.26% | — | Dec 1994 | RPFCX vs RPEAX | |
| Selected American Shares Fund | Large Cap Blend Equities | 94 | 15.42% | — | Feb 1933 | RPFCX vs SLASX | |
| Davis Real Estate Fund | REIT | 24 | 15.13% | — | Jan 1994 | RPFCX vs RPFRX |
Often Compared With RPFCX
Investors most often compare RPFCX with RPFGX, SDLAX, FIUIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare RPFCX with Any Fund or Stock
Compare RPFCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RPFCX with funds that move differently
Davis Appreciation & Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RPFCX.
Explore RPFCX Diversifiers