Archer Dividend Growth Fund (ARDGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ARDGX
ARDGX charges 1.22% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among ARDGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | ARDGX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | ARDGX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | ARDGX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | ARDGX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | ARDGX vs TILVX |
Best Risk-Adjusted Alternatives to ARDGX
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 | ARDGX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | ARDGX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | ARDGX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | ARDGX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | ARDGX vs VALAX |
Top Performing ARDGX Alternatives (YTD)
ARDGX 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 | ARDGX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | ARDGX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | ARDGX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | ARDGX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | ARDGX vs HFCVX |
Lowest Volatility Alternatives to ARDGX
ARDGX 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 | ARDGX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | ARDGX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | ARDGX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | ARDGX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | ARDGX vs ACIIX |
Lowest Drawdown Alternatives to ARDGX
ARDGX 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 | ARDGX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | ARDGX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | ARDGX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | ARDGX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | ARDGX vs PSECX |
Other Mutual Funds from Archer
Most popular Archer mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Archer Focus Fund | Large Cap Blend Equities | 6 | -4.49% | Dec 31, 2019 | ARDGX vs AFOCX | |
| Archer Multi Cap Fund | Large Cap Blend Equities | 72 | 1.59% | Dec 31, 2019 | ARDGX vs ALSMX | |
| Archer Balanced Fund | Diversified Portfolio | 85 | -0.82% | Sep 19, 2005 | ARDGX vs ARCHX | |
| Archer Stock Fund | Large Cap Blend Equities | 35 | -6.33% | Mar 11, 2011 | ARDGX vs ARSKX | |
| Archer Income Fund | Intermediate Core-Plus Bond | 87 | -0.43% | Mar 11, 2011 | ARDGX vs ARINX |
Often Compared With ARDGX
What investors most often compare with ARDGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | ARDGX vs SCHD | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 69 | 1.57% | Jun 10, 2014 | ARDGX vs DGRO | |
| Vanguard S&P 500 UCITS ETF | S&P 500 | 56 | -4.58% | May 14, 2019 | ARDGX vs VUSA.L | |
| Hercules Capital, Inc. | 17 | -18.99% | — | ARDGX vs HTGC | ||
| Innovative Industrial Properties, Inc. | 40 | 10.03% | — | ARDGX vs IIPR | ||
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | ARDGX vs SPY |
Compare ARDGX with Any Fund or Stock
Compare ARDGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.