Archer Dividend Growth Fund (ARDGX) 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 ARDGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ARDGX
ARDGX charges 1.22% annually. There are 290 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 | ARDGX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | ARDGX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | ARDGX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | ARDGX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | ARDGX vs TILVX |
Best Risk-Adjusted Alternatives to ARDGX
ARDGX has a PortfoliosLab risk / return rank of 77. There are 80 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | ARDGX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | ARDGX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | ARDGX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | ARDGX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | ARDGX vs SABTX |
Top Performing ARDGX Alternatives (YTD)
ARDGX is at 10.23% YTD. There are 119 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 31.39%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 31.39% | — | May 1997 | ARDGX vs YAFFX | |
| PIMCO RAE US Fund | 23.68% | — | Jun 2015 | ARDGX vs PKAIX | |
| Al Frank Fund | 21.52% | — | May 2006 | ARDGX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 20.67% | — | Jun 2022 | ARDGX vs AVLVX | |
| AMG Yacktman Fund | 20.51% | — | Jul 1992 | ARDGX vs YACKX |
Lowest Volatility Alternatives to ARDGX
ARDGX has 8.87% 1-year volatility. There are 14 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.91% | — | Sep 2017 | ARDGX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | ARDGX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.14% | — | Dec 1973 | ARDGX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class C | 8.08% | — | Nov 1997 | ARDGX vs FLCCX | |
| Fidelity Advisor Large Cap Fund Class I | 8.08% | — | Feb 1996 | ARDGX vs FALIX |
Lowest Drawdown Alternatives to ARDGX
ARDGX has a 1-year max drawdown of -5.35%. There are 16 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | ARDGX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | ARDGX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | ARDGX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | ARDGX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | ARDGX vs SVAIX |
Other Mutual Funds from Archer
The 5 most viewed Archer mutual funds shown here include ARINX, ALSMX, AFOCX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Archer Income Fund | Intermediate Core-Plus Bond | 55 | 0.59% | — | Mar 2011 | ARDGX vs ARINX | |
| Archer Multi Cap Fund | Large Cap Blend Equities | 80 | 24.45% | — | Dec 2019 | ARDGX vs ALSMX | |
| Archer Focus Fund | Large Cap Blend Equities | 23 | 10.05% | — | Dec 2019 | ARDGX vs AFOCX | |
| Archer Stock Fund | Large Cap Blend Equities | 65 | 10.57% | — | Mar 2011 | ARDGX vs ARSKX | |
| Archer Balanced Fund | Diversified Portfolio | 84 | 7.58% | — | Sep 2005 | ARDGX vs ARCHX |
Often Compared With ARDGX
Investors most often compare ARDGX with SCHD, DGRO, IIPR. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare ARDGX with Any Fund or Stock
Compare ARDGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ARDGX with funds that move differently
Archer Dividend Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ARDGX.
Explore ARDGX Diversifiers