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 282 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | ADEIX vs VIVIX | |
| 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 Admiral Shares | 0.05% | 254.20B | Nov 2000 | ADEIX vs VVIAX |
Best Risk-Adjusted Alternatives to ADEIX
ADEIX has a PortfoliosLab risk / return rank of 27. There are 304 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 98 | — | Jun 2015 | ADEIX vs PKAIX | |
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | ADEIX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | ADEIX vs FGINX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | ADEIX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 98 | — | Dec 1999 | ADEIX vs MALVX |
Top Performing ADEIX Alternatives (YTD)
ADEIX is at 6.81% YTD. There are 308 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.79% | — | Jun 2015 | ADEIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 28.28% | — | Nov 1935 | ADEIX vs LEXCX | |
| AMG Yacktman Focused Fund | 26.29% | — | May 1997 | ADEIX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 26.11% | — | Jun 2022 | ADEIX vs AVLVX | |
| North Square Advisory Research Small Cap Value Fun... | 26.10% | — | Nov 2009 | ADEIX vs ADVGX |
Lowest Volatility Alternatives to ADEIX
ADEIX has 11.11% 1-year volatility. There are 139 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.61% | — | Feb 2021 | ADEIX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | ADEIX vs FALGX | |
| The Income Fund of America Class R-1 | 7.33% | — | Dec 1973 | ADEIX vs RIDAX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | ADEIX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | ADEIX vs ACIIX |
Lowest Drawdown Alternatives to ADEIX
ADEIX has a 1-year max drawdown of -8.03%. There are 224 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 Equity Income 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 | 21 | 2.03% | — | Jan 2004 | ADEIX vs AAIIX | |
| Ancora/Thelen Small-Mid Cap Fund | Small Cap Blend Equities | 24 | 10.75% | — | Jan 2013 | ADEIX vs AATIX |
Often Compared With ADEIX
Investors most often compare ADEIX with FXNAX, FSPGX, VTV. These 20 comparison targets span 7 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