Guardian Capital Dividend Growth Fund (DIVGX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DIVGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DIVGX
DIVGX charges 0.95% annually. There are 290 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | DIVGX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | DIVGX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | DIVGX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | DIVGX vs FLCPX | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | DIVGX vs BKTSX |
Best Risk-Adjusted Alternatives to DIVGX
DIVGX has a PortfoliosLab risk / return rank of 69. There are 83 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | DIVGX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | DIVGX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | DIVGX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | DIVGX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | DIVGX vs GTLOX |
Top Performing DIVGX Alternatives (YTD)
DIVGX is at 10.37% YTD. There are 231 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | DIVGX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | DIVGX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | DIVGX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | DIVGX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | DIVGX vs RESGX |
Lowest Volatility Alternatives to DIVGX
DIVGX has 9.46% 1-year volatility. There are 9 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | DIVGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | DIVGX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | DIVGX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | DIVGX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | DIVGX vs JEPIX |
Lowest Drawdown Alternatives to DIVGX
DIVGX has a 1-year max drawdown of -6.90%. There are 10 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | DIVGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | DIVGX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | DIVGX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | DIVGX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | DIVGX vs QUERX |
Often Compared With DIVGX
Investors most often compare DIVGX with DIV, DGRW, SCHD. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare DIVGX with Any Fund or Stock
Compare DIVGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DIVGX with funds that move differently
Guardian Capital Dividend Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DIVGX.
Explore DIVGX Diversifiers