PortfoliosLab logoPortfoliosLab logo

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.


Category is Dividend
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
BlackRock Equity Dividend Fund Investor A SharesDividendOct 21, 19940.94%
-0.63%
10.49%
10.13%
41
Virtus Dividend, Interest and Premium Strategy Fun...DividendFeb 28, 20050.02%
1.19%
9.05%
9.58%
34
JPMorgan Equity Income Fund Class ADividend0.95%
1.72%
11.13%
10.68%
34
JPMorgan Equity Income Fund R6Large Cap Value Equities, DividendJul 2, 19870.45%
1.88%
11.69%
10.91%
37
T. Rowe Price Dividend Growth FundLarge Cap Value Equities, DividendDec 17, 20150.51%
-0.25%
12.48%
8.26%
30
John Hancock Premium Dividend FundDividendDec 14, 19895.06%
6.00%
7.18%
7.49%
22
PGIM Jennison Rising Dividend FundLarge Cap Blend Equities, DividendMar 4, 20140.99%
3.43%
14.04%
6.22%
63
Pioneer Multi-Asset Income Fund ADiversified Portfolio, DividendDec 22, 20110.85%
2.04%
8.58%
5.75%
93
T. Rowe Price Dividend Growth Fund, Inc.Large Cap Blend Equities, DividendDec 30, 19920.62%
-0.27%
12.34%
8.12%
29
Federated Hermes Strategic Value Dividend Fund Cla...DividendMar 30, 20051.06%
8.75%
8.13%
5.78%
63
Vanguard Advice Select Dividend Growth FundLarge Cap Blend Equities, DividendNov 9, 20210.45%
-6.77%
1.11%
5
Vanguard Dividend Growth FundLarge Cap Blend Equities, DividendMay 15, 19920.27%
-5.03%
11.54%
25.86%
7
Vanguard High Dividend Yield Index Fund Admiral Sh...Large Cap Value Equities, DividendFeb 7, 20190.08%
3.69%
2.35%
56
Vanguard International High Dividend Yield Index F...Large Cap Value Equities, Dividend, Foreign Large Cap EquitiesMar 2, 20160.22%
6.62%
10.53%
3.58%
94

Rows per page

21–34 of 34

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

Loading graphics...