Ancora Dividend Value Equity Fund (ADEIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ADEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ADEIX
ADEIX charges 1.21% annually. There are 285 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | ADEIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | ADEIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | ADEIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | ADEIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | ADEIX vs TILVX |
Best Risk-Adjusted Alternatives to ADEIX
ADEIX has a PortfoliosLab risk / return rank of 14. There are 299 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 95 | — | Oct 1993 | ADEIX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | ADEIX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | ADEIX vs VALAX | |
| Integrity Dividend Harvest Fund | 94 | — | May 2012 | ADEIX vs IDIVX | |
| SA U.S. Value Fund | 94 | — | Aug 1999 | ADEIX vs SABTX |
Top Performing ADEIX Alternatives (YTD)
ADEIX is at 1.73% YTD. There are 306 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 23.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 23.37% | — | May 2006 | ADEIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.93% | — | Jun 2022 | ADEIX vs AVLVX | |
| PIMCO RAE US Fund | 21.19% | — | Jun 2015 | ADEIX vs PKAIX | |
| Calvert US Large-Cap Value Responsible Index Fund | 20.00% | — | Jun 2015 | ADEIX vs CFJIX | |
| AMG Yacktman Focused Fund | 19.89% | — | May 1997 | ADEIX vs YAFFX |
Lowest Volatility Alternatives to ADEIX
ADEIX has 11.00% 1-year volatility. There are 129 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | ADEIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | ADEIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.83% | — | Feb 1996 | ADEIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.41% | — | Dec 2007 | ADEIX vs TMMAX | |
| American Century Equity Income Fund | 8.50% | 6.45B | Aug 1994 | ADEIX vs TWEIX |
Lowest Drawdown Alternatives to ADEIX
ADEIX has a 1-year max drawdown of -8.03%. There are 226 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | ADEIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | ADEIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | ADEIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | ADEIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | ADEIX vs SVAIX |
Other Mutual Funds from Ancora
The 2 most viewed Ancora mutual funds shown here include AAIIX, AATIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ancora Income Fund | Intermediate Core-Plus Bond | 18 | 1.24% | — | Jan 2004 | ADEIX vs AAIIX | |
| Ancora/Thelen Small-Mid Cap Fund | Small Cap Blend Equities | 13 | 6.26% | — | Jan 2013 | ADEIX vs AATIX |
Often Compared With ADEIX
Investors most often compare ADEIX with FXNAX, FSPGX, VTV. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare ADEIX with Any Fund or Stock
Compare ADEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ADEIX with funds that move differently
Ancora Dividend Value Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ADEIX.
Explore ADEIX Diversifiers