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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 17 Dividend mutual funds.

Dividend mutual funds are a type of mutual fund that invests in a portfolio of stocks that pay dividends. These dividends are then distributed to the shareholders of the mutual fund. Dividend mutual funds provide a way for investors to receive a steady income stream from a diversified portfolio of dividend-paying stocks. Dividend mutual funds can be found in various sectors, such as technology, healthcare, or energy, and can be focused on a specific country or region.

Click on any fund in the list to see complete information, including risk and performance analysis.


Category: Dividend
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AFNIX
AAM/Bahl & Gaynor Income Growth Fund Class ILarge Cap Blend Equities, DividendJul 5, 20120.83%
4.83%
9.32%
3.38%
American Funds The Income Fund of America Class ADiversified Portfolio, Dividend, Actively ManagedDec 1, 19730.56%
0.67%
6.20%
3.66%
EuroPac International Dividend Income Fund Class AForeign Large Cap Equities, DividendJan 10, 20141.52%
-1.32%
1.57%
3.45%
American Funds Fundamental Investors® Class F-2Large Cap Blend Equities, DividendAug 1, 19780.39%
6.87%
11.81%
5.64%
Franklin Rising Dividends Fund Class CLarge Cap Blend Equities, DividendJul 22, 19961.59%
2.97%
9.58%
3.72%
Goldman Sachs International Equity Income Fund Cla...Foreign Large Cap Equities, DividendJun 25, 20071.40%
3.99%
5.18%
2.39%
Goldman Sachs Rising Dividend Growth FundLarge Cap Blend Equities, DividendMar 23, 20041.03%
2.66%
9.33%
8.92%
JPMorgan Equity Premium Income Fund Class ADerivative Income, DividendAug 31, 20180.85%
3.56%
0.49%
7.29%
JPMorgan Equity Income Fund R6Large Cap Value Equities, DividendJul 2, 19870.45%
4.38%
9.71%
2.88%
John Hancock Premium Dividend FundDividendDec 14, 19895.06%
7.22%
6.82%
9.20%
PGIM Jennison Rising Dividend FundLarge Cap Blend Equities, DividendMar 4, 20140.99%
7.03%
9.92%
1.12%
Pioneer Multi-Asset Income Fund ADiversified Portfolio, DividendDec 22, 20110.85%
2.87%
5.71%
6.85%
T. Rowe Price Dividend Growth Fund, Inc.Large Cap Blend Equities, DividendDec 30, 19920.62%
4.17%
11.74%
2.68%
Vanguard Advice Select Dividend Growth FundLarge Cap Blend Equities, DividendNov 9, 20210.45%
1.49%
1.23%
Vanguard Dividend Growth FundLarge Cap Blend Equities, DividendMay 15, 19920.27%
2.31%
10.92%
3.28%
Vanguard High Dividend Yield Index Fund Admiral Sh...Large Cap Value Equities, DividendFeb 7, 20190.08%
5.21%
2.90%
Vanguard International High Dividend Yield Index F...Large Cap Value Equities, Dividend, Foreign Large Cap EquitiesMar 2, 20160.22%
2.48%
4.96%

1–17 of 17

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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