Madison Dividend Income Fund (BHBFX) Alternatives
Madison Dividend Income Fund (BHBFX) 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 BHBFX. 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 BHBFX
BHBFX charges 0.91% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among BHBFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | BHBFX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | BHBFX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | BHBFX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | BHBFX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | BHBFX vs TILVX |
Best Risk-Adjusted Alternatives to BHBFX
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 | BHBFX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | BHBFX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | BHBFX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | BHBFX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | BHBFX vs VALAX |
Top Performing BHBFX Alternatives (YTD)
BHBFX 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 | BHBFX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | BHBFX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | BHBFX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | BHBFX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | BHBFX vs HFCVX |
Lowest Volatility Alternatives to BHBFX
BHBFX 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 | BHBFX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | BHBFX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | BHBFX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | BHBFX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | BHBFX vs ACIIX |
Lowest Drawdown Alternatives to BHBFX
BHBFX 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 | BHBFX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | BHBFX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | BHBFX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | BHBFX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | BHBFX vs PSECX |
Other Mutual Funds from Madison Funds
Most popular Madison Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Madison Aggressive Allocation Fund | Diversified Portfolio | 31 | -3.24% | Jun 29, 2006 | BHBFX vs MAGSX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | -6.46% | Jul 21, 1983 | BHBFX vs GTSGX | |
| Madison Investors Fund | Large Cap Blend Equities | 5 | -5.07% | Nov 1, 1978 | BHBFX vs MINVX | |
| Madison Covered Call & Equity Income Fund | Derivative Income | 50 | 4.35% | Oct 29, 2009 | BHBFX vs MENYX | |
| Madison Small Cap Fund | Small Cap Blend Equities | 4 | -2.62% | Dec 16, 1996 | BHBFX vs BVAOX | |
| Madison Moderate Allocation Fund | Diversified Portfolio | 34 | -2.67% | Jun 29, 2006 | BHBFX vs MMDAX | |
| Madison Tax-Free National Fund | Municipal Bonds | 56 | -0.51% | Dec 29, 1982 | BHBFX vs GTFHX | |
| Madison Core Bond Fund | Intermediate Core Bond | 50 | -0.36% | Dec 29, 1997 | BHBFX vs MBOAX | |
| Madison Conservative Allocation Fund | Diversified Portfolio | 46 | -1.76% | Jun 29, 2006 | BHBFX vs MCNAX | |
| Madison Diversified Income Fund | Diversified Portfolio | 55 | 1.38% | Dec 28, 1997 | BHBFX vs MBLAX |
Often Compared With BHBFX
What investors most often compare with BHBFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| FT Cboe Vest S&P 500 Dividend Aristocrats Target I... | Dividend, S&P 500 | 25 | 1.24% | Mar 26, 2018 | BHBFX vs KNG | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | BHBFX vs QQQ |
Compare BHBFX with Any Fund or Stock
Compare BHBFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.