Davis Appreciation & Income Fund (RPFCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to RPFCX
RPFCX charges 1.00% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among RPFCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | RPFCX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | RPFCX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | RPFCX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | RPFCX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | RPFCX vs MAANX |
Best Risk-Adjusted Alternatives to RPFCX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | RPFCX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | RPFCX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | RPFCX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | RPFCX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | RPFCX vs PMAIX |
Top Performing RPFCX Alternatives (YTD)
RPFCX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | RPFCX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | RPFCX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | RPFCX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | RPFCX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | RPFCX vs CONWX |
Lowest Volatility Alternatives to RPFCX
RPFCX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | RPFCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | RPFCX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | RPFCX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | RPFCX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | RPFCX vs SICIX |
Lowest Drawdown Alternatives to RPFCX
RPFCX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | RPFCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | RPFCX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | RPFCX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | RPFCX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | RPFCX vs SICIX |
Other Mutual Funds from Davis Funds
Most popular Davis Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Davis New York Venture Fund | Large Cap Blend Equities | 71 | -2.35% | Feb 17, 1969 | RPFCX vs NYVTX | |
| Davis International Fund | Foreign Large Cap Equities | 22 | -9.13% | Dec 29, 2006 | RPFCX vs DILAX | |
| Davis Opportunity Fund | Large Cap Blend Equities | 52 | -3.24% | Dec 1, 1994 | RPFCX vs RPEAX | |
| Davis Global Fund | Global Equities | 32 | -9.57% | Dec 21, 2004 | RPFCX vs DGFAX | |
| Davis Real Estate Fund | REIT | 1 | -3.04% | Jan 3, 1994 | RPFCX vs RPFRX | |
| Davis Government Bond Fund | Government Bonds | 94 | 0.32% | Nov 30, 1994 | RPFCX vs RFBAX |
Often Compared With RPFCX
What investors most often compare with RPFCX, 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.