Ancora Dividend Value Equity Fund (ADEIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ADEIX
ADEIX charges 1.21% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among ADEIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | ADEIX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | ADEIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | ADEIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | ADEIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | ADEIX vs VVIAX |
Best Risk-Adjusted Alternatives to ADEIX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | ADEIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | ADEIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | ADEIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | ADEIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | ADEIX vs VALAX |
Top Performing ADEIX Alternatives (YTD)
ADEIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | ADEIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | ADEIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | ADEIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | ADEIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | ADEIX vs HFCVX |
Lowest Volatility Alternatives to ADEIX
ADEIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | ADEIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | ADEIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | ADEIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | ADEIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | ADEIX vs ACIIX |
Lowest Drawdown Alternatives to ADEIX
ADEIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | ADEIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | ADEIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | ADEIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | ADEIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | ADEIX vs PSECX |
Other Mutual Funds from Ancora
Most popular Ancora mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Ancora MicroCap Fund | Small Cap Value Equities | — | — | Sep 2, 2008 | ADEIX vs ANCIX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | ADEIX vs AAIIX | |
| Ancora/Thelen Small-Mid Cap Fund | Small Cap Blend Equities | 11 | -4.99% | Jan 2, 2013 | ADEIX vs AATIX |
Often Compared With ADEIX
What investors most often compare with ADEIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity U.S. Bond Index Fund | Total Bond Market | 56 | -0.45% | — | ADEIX vs FXNAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | ADEIX vs FSPGX | |
| Vanguard Value ETF | Large Cap Value Equities | 67 | 3.30% | Jan 26, 2004 | ADEIX vs VTV | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | ADEIX vs SCHD | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 48 | -0.04% | Oct 1, 2002 | ADEIX vs TILVX |
Compare ADEIX with Any Fund or Stock
Compare ADEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.