The Best Dividend Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of 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.
- Number of Funds
- 87
- Avg. Expense Ratio
- 0.80%
- Avg. Yield
- 7.62%
- Avg. 1 Year Return
- 22.41%
- Median Risk/Return Score
- 81 / 100
The Best Dividend Mutual Funds
79 results
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.
Loading charts...
5 Years
Best Dividend Mutual funds by Risk/Return Score
The top Dividend Mutual funds by PortfoliosLab Risk/Return Score are GSGRX (95) and REAYX (94).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Goldman Sachs Equity Income Fund | 95 | — | Feb 1993 | |
| Russell Investments Equity Income Fund | 94 | — | Mar 2000 | |
| T. Rowe Price Equity Income Fund | 94 | — | Oct 1985 | |
| Pioneer Multi-Asset Income Fund A | 93 | — | Dec 2011 | |
| JPMorgan Equity Income Fund R6 | 93 | — | Jul 1987 |
Best-Performing Dividend Mutual funds Over 5 Years
The top Dividend Mutual funds is HDPBX (19.41%).
Across the lineup, Dividend Mutual funds show an average 1-year return of 22.41% and an average 5-year return of 10.59%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Hodges Blue Chip Equity Income Fund | 19.41% | — | Sep 2009 | |
| Fidelity Dividend Growth Fund | 16.01% | — | Apr 1993 | |
| BNY Mellon Equity Income Fund | 15.92% | — | Jul 2006 | |
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 14.95% | — | Apr 2015 | |
| Franklin Equity Income Fund Class R6 | 14.62% | — | Mar 1988 |
Lowest-Cost Dividend Mutual funds
The top Dividend Mutual funds is VDADX (0.07%).
With an average expense ratio of 0.80%, Dividend Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Vanguard Dividend Appreciation Index Fund Admiral ... | 0.07% | 129.60B | Dec 2013 | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.20B | Feb 2019 | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.40B | Mar 2016 | |
| Vanguard Equity Income Fund Admiral Shares | 0.19% | 65.40B | Aug 2001 | |
| Vanguard Dividend Growth Fund | 0.20% | 35.70B | May 1992 |
Highest-Yield Dividend Mutual funds
The top Dividend Mutual funds is BEGIX (24.84%).
Across the lineup, Dividend Mutual funds show an average dividend yield of 7.62%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Sterling Capital Equity Income Fund | 24.84% | — | Jun 2004 | |
| Federated Hermes Equity Income Fund | 22.94% | — | Dec 1986 | |
| Vanguard Dividend Growth Fund | 22.91% | 35.70B | May 1992 | |
| Gabelli Equity Income Fund | 20.83% | — | Jan 1992 | |
| BlackRock Equity Dividend Fund Class K | 13.84% | — | Mar 2016 |
Top Mutual funds Categories
Target Retirement Date · 681 Mutual fundsDiversified Portfolio · 561 Mutual fundsMunicipal Bonds · 505 Mutual fundsForeign Large Cap Equities · 456 Mutual fundsLarge Cap Growth Equities · 431 Mutual fundsLarge Cap Blend Equities · 408 Mutual fundsLarge Cap Value Equities · 331 Mutual fundsGlobal Equities · 264 Mutual fundsEmerging Markets Equities · 219 Mutual fundsHigh Yield Bonds · 210 Mutual fundsSmall Cap Blend Equities · 179 Mutual fundsSmall Cap Growth Equities · 175 Mutual fundsMid Cap Growth Equities · 169 Mutual fundsShort-Term Bond · 144 Mutual fundsIntermediate Core-Plus Bond · 139 Mutual fundsMid Cap Blend Equities · 131 Mutual fundsSmall Cap Value Equities · 130 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 115 Mutual fundsIntermediate Core Bond · 113 Mutual fundsMultisector Bonds · 107 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 99 Mutual fundsEnergy Equities · 95 Mutual fundsTotal Bond Market · 91 Mutual fundsGlobal Allocation · 88 Mutual fundsTactical Allocation · 85 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTechnology Equities · 81 Mutual fundsNontraditional Bonds · 76 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
VDIGX vs. VIGVDIGX vs. SCHDVDIGX vs. VOOVDIGX vs. VYMVDIGX vs. FDGKXVDADX vs. VIGVDADX vs. VFIAXVDADX vs. SCHDVDADX vs. VVIAXVDADX vs. VTSAXVHYAX vs. SCHDVHYAX vs. VYMIVHYAX vs. VOOVHYAX vs. SPYVHYAX vs. VFIAXFDGFX vs. SCHDFDGFX vs. FCNTXFDGFX vs. FGRIXFDGFX vs. FXAIXFDGFX vs. FEQTXVEIRX vs. SCHDVEIRX vs. VFIAXVEIRX vs. VOOVEIRX vs. VWENXVEIRX vs. VWIAXVEIPX vs. VYMVEIPX vs. SCHDVEIPX vs. VWENXVEIPX vs. VFIAXVEIPX vs. VWINXPRDGX vs. SCHDPRDGX vs. VIGPRDGX vs. PRFDXPRDGX vs. VOOPRDGX vs. PRCOXAMECX vs. CAIBXAMECX vs. ABALXAMECX vs. SCHDAMECX vs. AMRMXAMECX vs. VTIOIEJX vs. VIIIXOIEJX vs. FXAIXOIEJX vs. VOOOIEJX vs. SCHDOIEJX vs. VIVIXVIHAX vs. VIAAXVIHAX vs. VTRIXVIHAX vs. FGLGXVIHAX vs. VEUSXVIHAX vs. VIGI