Cullen High Dividend Equity Fund (CHDEX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CHDEX
CHDEX charges 1.00% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among CHDEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | CHDEX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | CHDEX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | CHDEX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | CHDEX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | CHDEX vs TILVX |
Best Risk-Adjusted Alternatives to CHDEX
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 | CHDEX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | CHDEX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | CHDEX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | CHDEX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | CHDEX vs VALAX |
Top Performing CHDEX Alternatives (YTD)
CHDEX 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 | CHDEX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | CHDEX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | CHDEX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | CHDEX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | CHDEX vs HFCVX |
Lowest Volatility Alternatives to CHDEX
CHDEX 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 | CHDEX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | CHDEX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | CHDEX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | CHDEX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | CHDEX vs ACIIX |
Lowest Drawdown Alternatives to CHDEX
CHDEX 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 | CHDEX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | CHDEX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | CHDEX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | CHDEX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | CHDEX vs PSECX |
Other Mutual Funds from Cullen Funds Trust
Most popular Cullen Funds Trust mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Cullen Emerging Markets High Dividend Fund | Emerging Markets Diversified | 93 | 6.79% | Aug 30, 2012 | CHDEX vs CEMFX | |
| Cullen International High Dividend Fund | Foreign Large Cap Equities | 76 | 2.88% | Dec 14, 2005 | CHDEX vs CIHIX | |
| Cullen Small Cap Value Fund | Small Cap Value Equities | 8 | -4.18% | Oct 1, 2009 | CHDEX vs CUSIX | |
| Cullen Enhanced Equity Income Fund | Derivative Income | 15 | 3.20% | Dec 14, 2015 | CHDEX vs ENHNX | |
| Cullen Value Fund | Large Cap Value Equities | 74 | 0.93% | Aug 31, 2012 | CHDEX vs CVLVX |
Often Compared With CHDEX
What investors most often compare with CHDEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Freedom Income Fund Class K | Target Retirement Date | 83 | -0.53% | Jul 20, 2017 | CHDEX vs FNSHX | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | CHDEX vs SCHD | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | CHDEX vs VOO | |
| iShares Core MSCI World UCITS ETF USD (Acc) | Global Equities | 66 | -3.19% | Sep 25, 2009 | CHDEX vs SWDA.L |
Compare CHDEX with Any Fund or Stock
Compare CHDEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.