Guardian Capital Dividend Growth Fund (DIVGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DIVGX
DIVGX charges 0.95% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among DIVGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | DIVGX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | DIVGX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | DIVGX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | DIVGX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | DIVGX vs SSSYX |
Best Risk-Adjusted Alternatives to DIVGX
Among mutual funds in the Large Cap Blend 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 PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | DIVGX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | DIVGX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | DIVGX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | DIVGX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | DIVGX vs DHAMX |
Top Performing DIVGX Alternatives (YTD)
DIVGX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | DIVGX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | DIVGX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | DIVGX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | DIVGX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | DIVGX vs RCKSX |
Lowest Volatility Alternatives to DIVGX
DIVGX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | DIVGX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | DIVGX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | DIVGX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | DIVGX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | DIVGX vs QUERX |
Lowest Drawdown Alternatives to DIVGX
DIVGX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | DIVGX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | DIVGX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | DIVGX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | DIVGX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | DIVGX vs GQEIX |
Often Compared With DIVGX
What investors most often compare with DIVGX, 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.