Cutler Equity Fund (DIVHX) 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 DIVHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DIVHX
DIVHX charges 0.99% annually. There are 236 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 | DIVHX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | DIVHX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | DIVHX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DIVHX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | DIVHX vs VVIAX |
Best Risk-Adjusted Alternatives to DIVHX
DIVHX has a PortfoliosLab risk / return rank of 61. There are 245 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | DIVHX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | DIVHX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | DIVHX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | DIVHX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | DIVHX vs MALVX |
Top Performing DIVHX Alternatives (YTD)
DIVHX is at 11.60% YTD. There are 219 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | DIVHX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | DIVHX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | DIVHX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | DIVHX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | DIVHX vs YAFFX |
Lowest Volatility Alternatives to DIVHX
DIVHX has 10.12% 1-year volatility. There are 44 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | DIVHX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | DIVHX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | DIVHX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | DIVHX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | DIVHX vs ACIIX |
Lowest Drawdown Alternatives to DIVHX
DIVHX has a 1-year max drawdown of -6.81%. There are 98 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 | DIVHX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DIVHX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | DIVHX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | DIVHX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | DIVHX vs SVAIX |
Often Compared With DIVHX
Investors most often compare DIVHX with AVERX, UPDDX, TMMAX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare DIVHX with Any Fund or Stock
Compare DIVHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DIVHX with funds that move differently
Cutler Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DIVHX.
Explore DIVHX Diversifiers