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The Best Dividend Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 12 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.


Year-to-Date Return

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10-Year Annualized Return

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Sharpe Ratio

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Omega ratio

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Sortino ratio

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Calmar ratio

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Ulcer Index

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10Y Volatility

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Maximum Drawdown

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Dividend Yield

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SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
AFNIXAAM/Bahl & Gaynor Income Growth Fund Class ILarge Cap Blend Equities, DividendJul 5, 20120.83%-2.7%8.6%5.5%-35.6%-0.0
AMECXAmerican Funds The Income Fund of America Class ADiversified Portfolio, Dividend, Actively ManagedDec 1, 19730.56%-1.0%6.3%7.9%-44.5%-0.3
EPDPXEuroPac International Dividend Income Fund Class AForeign Large Cap Equities, DividendJan 10, 20141.52%3.0%1.8%3.0%-39.2%-0.2
GSAKXGoldman Sachs International Equity Income Fund Class AForeign Large Cap Equities, DividendJun 25, 20071.40%9.2%5.2%1.9%-61.4%0.4
GSRAXGoldman Sachs Rising Dividend Growth FundLarge Cap Blend Equities, DividendMar 23, 20041.03%2.6%8.9%15.7%-39.0%0.3
OIEJXJPMorgan Equity Income Fund R6Large Cap Value Equities, DividendJul 2, 19870.45%-5.0%9.6%4.9%-36.9%-0.1
PMAIXPioneer Multi-Asset Income Fund ADiversified Portfolio, DividendDec 22, 20110.85%0.3%5.5%8.0%-24.1%0.2
PRDGXT. Rowe Price Dividend Growth Fund, Inc.Large Cap Blend Equities, DividendDec 30, 19920.62%1.1%11.2%4.1%-49.8%0.2
VADGXVanguard Advice Select Dividend Growth FundLarge Cap Blend Equities, DividendNov 9, 20210.45%-0.5%-0.6%0.9%-15.8%0.2
VDIGXVanguard Dividend Growth FundLarge Cap Blend Equities, DividendMay 15, 19920.27%-1.3%10.9%6.3%-45.2%0.1
VHYAXVanguard High Dividend Yield Index Fund Admiral SharesLarge Cap Value Equities, DividendFeb 7, 20190.08%-4.7%8.3%3.9%-35.1%-0.2
VIHAXVanguard International High Dividend Yield Index Fund Admiral SharesLarge Cap Value Equities, Dividend, Foreign Large Cap EquitiesMar 2, 20160.22%4.9%6.6%5.0%-39.7%0.0

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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.

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