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 a closer substitute for your current allocation.
Cheapest Alternatives to BHBFX
BHBFX charges 0.91% annually. There are 206 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 | BHBFX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | BHBFX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | BHBFX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | BHBFX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | BHBFX vs TILVX |
Best Risk-Adjusted Alternatives to BHBFX
BHBFX has a PortfoliosLab risk / return rank of 32. There are 266 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 | BHBFX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | BHBFX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | BHBFX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | BHBFX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | BHBFX vs AVLVX |
Top Performing BHBFX Alternatives (YTD)
BHBFX is at 10.30% YTD. There are 222 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | BHBFX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | BHBFX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | BHBFX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | BHBFX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | BHBFX vs YAFFX |
Lowest Volatility Alternatives to BHBFX
BHBFX has 10.30% 1-year volatility. There are 60 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | BHBFX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | BHBFX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | BHBFX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | BHBFX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | BHBFX vs TMMAX |
Lowest Drawdown Alternatives to BHBFX
BHBFX has a 1-year max drawdown of -6.39%. There are 62 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 | BHBFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | BHBFX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | BHBFX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | BHBFX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | BHBFX vs SVAIX |
Other Mutual Funds from Madison Funds
The 10 most viewed Madison Funds mutual funds shown here include MAGSX, GTSGX, BVAOX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Madison Aggressive Allocation Fund Class A | Diversified Portfolio | 49 | 11.72% | — | Jun 2006 | BHBFX vs MAGSX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | 3.85% | — | Jul 1983 | BHBFX vs GTSGX | |
| Madison Small Cap Fund | Small Cap Blend Equities | 7 | 10.88% | — | Dec 1996 | BHBFX vs BVAOX | |
| Madison Covered Call & Equity Income Fund | Derivative Income | 13 | 3.17% | — | Oct 2009 | BHBFX vs MENYX | |
| Madison Core Bond Fund | Intermediate Core Bond | 17 | -0.24% | — | Dec 1997 | BHBFX vs MBOAX | |
| Madison Conservative Allocation Fund | Diversified Portfolio | 47 | 5.02% | — | Jun 2006 | BHBFX vs MCNAX | |
| Madison Tax-Free National Fund | Municipal Bonds | 77 | 1.15% | — | Dec 1982 | BHBFX vs GTFHX | |
| Madison Moderate Allocation Fund | Diversified Portfolio | 49 | 8.81% | — | Jun 2006 | BHBFX vs MMDAX | |
| Madison Investors Fund | Large Cap Blend Equities | 12 | 7.49% | — | Nov 1978 | BHBFX vs MINVX | |
| Madison Diversified Income Fund | Diversified Portfolio | 36 | 3.77% | — | Dec 1997 | BHBFX vs MBLAX |
Often Compared With BHBFX
Investors most often compare BHBFX with KNG, QQQ, GQHPX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare BHBFX with Any Fund or Stock
Compare BHBFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BHBFX with funds that move differently
Madison Dividend Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BHBFX.
Explore BHBFX Diversifiers