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 241 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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | DIVHX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DIVHX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | DIVHX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | DIVHX vs VVIAX |
Best Risk-Adjusted Alternatives to DIVHX
DIVHX has a PortfoliosLab risk / return rank of 46. There are 223 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | DIVHX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | DIVHX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | DIVHX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | DIVHX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | DIVHX vs SABTX |
Top Performing DIVHX Alternatives (YTD)
DIVHX is at 8.31% YTD. There are 203 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | DIVHX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | DIVHX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | DIVHX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | DIVHX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | DIVHX vs PXTIX |
Lowest Volatility Alternatives to DIVHX
DIVHX has 9.83% 1-year volatility. There are 49 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | DIVHX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | DIVHX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | DIVHX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | DIVHX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | DIVHX vs FLCCX |
Lowest Drawdown Alternatives to DIVHX
DIVHX has a 1-year max drawdown of -6.81%. There are 105 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | DIVHX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | DIVHX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DIVHX vs HFCVX | |
| Torray 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, ACIIX. These 12 comparison targets span 1 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