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 287 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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | ARDGX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | ARDGX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | ARDGX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | ARDGX vs VVIAX |
Best Risk-Adjusted Alternatives to ARDGX
ARDGX has a PortfoliosLab risk / return rank of 82. There are 83 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 | 96 | — | May 2006 | ARDGX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | ARDGX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | ARDGX vs AVLVX |
Top Performing ARDGX Alternatives (YTD)
ARDGX is at 11.13% YTD. There are 124 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | ARDGX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | ARDGX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | ARDGX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | ARDGX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | ARDGX vs NPRTX |
Lowest Volatility Alternatives to ARDGX
ARDGX has 9.07% 1-year volatility. There are 10 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | 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 | 7.38% | — | Dec 1973 | ARDGX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | ARDGX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | ARDGX vs TMMAX |
Lowest Drawdown Alternatives to ARDGX
ARDGX has a 1-year max drawdown of -5.35%. There are 11 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 | ARDGX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | ARDGX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | ARDGX vs BUFBX | |
| 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 | 49 | 0.53% | — | Mar 2011 | ARDGX vs ARINX | |
| Archer Multi Cap Fund | Large Cap Blend Equities | 86 | 26.78% | — | Dec 2019 | ARDGX vs ALSMX | |
| Archer Focus Fund | Large Cap Blend Equities | 25 | 10.35% | — | Dec 2019 | ARDGX vs AFOCX | |
| Archer Stock Fund | Large Cap Blend Equities | 57 | 9.63% | — | Mar 2011 | ARDGX vs ARSKX | |
| Archer Balanced Fund | Diversified Portfolio | 76 | 5.79% | — | Sep 2005 | ARDGX vs ARCHX |
Often Compared With ARDGX
Investors most often compare ARDGX with SCHD, DGRO, IIPR. These 20 comparison targets span 6 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