Advisors Capital US Dividend Fund (ACUSX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ACUSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ACUSX
ACUSX charges 1.95% annually. There are 393 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | ACUSX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | ACUSX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | ACUSX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | ACUSX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | ACUSX vs SSSYX |
Best Risk-Adjusted Alternatives to ACUSX
ACUSX has a PortfoliosLab risk / return rank of 45. There are 251 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | ACUSX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | ACUSX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | ACUSX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | ACUSX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | ACUSX vs IGIAX |
Top Performing ACUSX Alternatives (YTD)
ACUSX is at 6.15% YTD. There are 302 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | ACUSX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | ACUSX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | ACUSX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | ACUSX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | ACUSX vs FLVCX |
Lowest Volatility Alternatives to ACUSX
ACUSX has 10.58% 1-year volatility. There are 42 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | ACUSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | ACUSX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | ACUSX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | ACUSX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | ACUSX vs FSUVX |
Lowest Drawdown Alternatives to ACUSX
ACUSX has a 1-year max drawdown of -6.82%. There are 8 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | ACUSX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | ACUSX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | ACUSX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | ACUSX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | ACUSX vs QUERX |
Other Mutual Funds from Advisors Capital
The 2 most viewed Advisors Capital mutual funds shown here include ACSMX, ACIFX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Advisors Capital Small/Mid Cap Fund | Small Cap Growth Equities | 3 | -3.98% | — | Mar 2021 | ACUSX vs ACSMX | |
| Advisors Capital International Fund | Foreign Large Cap Equities | 7 | 0.74% | — | Nov 2024 | ACUSX vs ACIFX |
Often Compared With ACUSX
Investors most often compare ACUSX with WTRCX, OARDX, VNSYX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare ACUSX with Any Fund or Stock
Compare ACUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ACUSX with funds that move differently
Advisors Capital US Dividend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ACUSX.
Explore ACUSX Diversifiers