DIVGX Alternatives & Similar Mutual Funds

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 282 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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	DIVGX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	DIVGX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	DIVGX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	DIVGX vs FLCPX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	0.02%	2.30T	Apr 2015	DIVGX vs VSMPX

Best Risk-Adjusted Alternatives to DIVGX

DIVGX has a PortfoliosLab risk / return rank of 80. There are 33 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	97	—	Mar 2021	DIVGX vs SVPFX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	DIVGX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	92	18.10B	Dec 2004	DIVGX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	DIVGX vs GTLOX
POGSX	Pin Oak Equity	90	—	Aug 1992	DIVGX vs POGSX

Top Performing DIVGX Alternatives (YTD)

DIVGX is at 11.19% YTD. There are 86 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.47%	18.10B	Dec 2004	DIVGX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	24.27%	—	Dec 2018	DIVGX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.85%	—	Nov 2004	DIVGX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.24%	—	Dec 2015	DIVGX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.87%	—	Jan 1995	DIVGX vs IGIAX

Lowest Volatility Alternatives to DIVGX

DIVGX has 9.57% 1-year volatility. There are 6 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	DIVGX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	DIVGX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.23%	—	Jul 2012	DIVGX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.85%	—	Aug 2018	DIVGX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.33%	—	Feb 2012	DIVGX vs SILVX

Lowest Drawdown Alternatives to DIVGX

DIVGX has a 1-year max drawdown of -6.90%. There are 8 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	DIVGX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	DIVGX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	DIVGX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	DIVGX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	DIVGX vs AMFEX

Often Compared With DIVGX

Investors most often compare DIVGX with DIV, DGRW, SCHD. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DIV	Global X SuperDividend U.S. ETF	Mid Cap Value Equities, Dividend	84	17.66%	783.77M	Mar 2013	DIVGX vs DIV
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Quality Factor, Dividend, Large Cap Growth Equities	59	8.57%	16.52B	May 2013	DIVGX vs DGRW
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.03%	104.16B	Oct 2011	DIVGX vs SCHD
JEPI	JPMorgan Equity Premium Income ETF	Dividend, Derivative Income	48	4.52%	45.80B	May 2020	DIVGX vs JEPI
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	DIVGX vs VOO
DGRO	iShares Core Dividend Growth ETF	Large Cap Growth Equities, Dividend	91	13.39%	42.77B	Jun 2014	DIVGX vs DGRO
IETC	iShares U.S. Tech Independence Focused ETF	Technology Equities	16	1.45%	668.30M	Mar 2018	DIVGX vs IETC
FNDF	Schwab Fundamental International Equity ETF	Foreign Large Cap Equities, Large Cap Value Equities	91	20.14%	25.13B	Aug 2013	DIVGX vs FNDF
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	DIVGX vs SPY
EUDV.L	SPDR® S&P Euro Dividend Aristocrats UCITS ETF	Europe Equities	58	10.86%	1.52B	Feb 2012	DIVGX vs EUDV.L
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	63	9.88%	34.70B	May 2001	DIVGX vs VITPX
FNSTX	Fidelity Infrastructure Fund	Infrastructure Equities, Large Cap Blend Equities	24	5.53%	—	Nov 2019	DIVGX vs FNSTX
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	46	6.76%	—	Jan 1990	DIVGX vs PAGDX
NWAUX	Nationwide GQG US Quality Equity Fund	Quality Factor, Large Cap Blend Equities	13	5.53%	—	Jan 2021	DIVGX vs NWAUX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	45	6.65%	—	Sep 2022	DIVGX vs FEQHX
GQEIX	GQG Partners US Select Quality Equity Fund	Quality Factor, Large Cap Blend Equities	15	5.88%	—	Sep 2018	DIVGX vs GQEIX
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	59	1.10%	—	Jun 2013	DIVGX vs ORDNX
DIVB	iShares Core Dividend ETF	Dividend, Large Cap Value Equities	95	25.34%	1.71B	Nov 2017	DIVGX vs DIVB
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	87	19.82%	—	Dec 2011	DIVGX vs DHAMX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	61	9.35%	—	Aug 2014	DIVGX vs SSEYX

Compare DIVGX with Any Fund or Stock

Compare DIVGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

Guardian Capital Dividend Growth Fund (DIVGX) Alternatives