Cullen High Dividend Equity Fund (CHDEX) 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 CHDEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CHDEX
CHDEX charges 1.00% annually. There are 242 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 | CHDEX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CHDEX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | CHDEX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | CHDEX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | CHDEX vs VVIAX |
Best Risk-Adjusted Alternatives to CHDEX
CHDEX has a PortfoliosLab risk / return rank of 79. There are 109 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 95 | — | Oct 1993 | CHDEX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | CHDEX vs FGINX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | CHDEX vs IDIVX | |
| Al Frank Fund | 95 | — | May 2006 | CHDEX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | CHDEX vs AVLVX |
Top Performing CHDEX Alternatives (YTD)
CHDEX is at 9.26% YTD. There are 171 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 22.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 22.92% | — | May 2006 | CHDEX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 22.00% | — | Jun 2022 | CHDEX vs AVLVX | |
| PIMCO RAE US Fund | 21.33% | — | Jun 2015 | CHDEX vs PKAIX | |
| AMG Yacktman Focused Fund | 20.67% | — | May 1997 | CHDEX vs YAFFX | |
| Calvert US Large-Cap Value Responsible Index Fund | 20.41% | — | Jun 2015 | CHDEX vs CFJIX |
Lowest Volatility Alternatives to CHDEX
CHDEX has 9.31% 1-year volatility. There are 18 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.66% | — | Feb 2021 | CHDEX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | CHDEX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.77% | — | Feb 1996 | CHDEX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.37% | — | Dec 2007 | CHDEX vs TMMAX | |
| American Century Equity Income Fund Class I | 8.48% | — | Jul 1998 | CHDEX vs ACIIX |
Lowest Drawdown Alternatives to CHDEX
CHDEX has a 1-year max drawdown of -6.45%. There are 70 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 | CHDEX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | CHDEX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | CHDEX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | CHDEX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | CHDEX vs SVAIX |
Other Mutual Funds from Cullen Funds Trust
The 5 most viewed Cullen Funds Trust mutual funds shown here include CEMFX, ENHNX, CUSIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cullen Emerging Markets High Dividend Fund | Emerging Markets Diversified | 85 | 21.69% | — | Aug 2012 | CHDEX vs CEMFX | |
| Cullen Enhanced Equity Income Fund | Derivative Income | 29 | 8.76% | — | Dec 2015 | CHDEX vs ENHNX | |
| Cullen Small Cap Value Fund | Small Cap Value Equities | 11 | 8.42% | — | Oct 2009 | CHDEX vs CUSIX | |
| Cullen International High Dividend Fund | Foreign Large Cap Equities | 37 | 7.52% | — | Dec 2005 | CHDEX vs CIHIX | |
| Cullen Value Fund | Large Cap Value Equities | 90 | 16.35% | — | Aug 2012 | CHDEX vs CVLVX |
Often Compared With CHDEX
Investors most often compare CHDEX with FNSHX, SCHD, VOO. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare CHDEX with Any Fund or Stock
Compare CHDEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CHDEX with funds that move differently
Cullen High Dividend Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CHDEX.
Explore CHDEX Diversifiers