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 238 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% | 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 Institutional Shares | 0.04% | — | Jul 1998 | DIVHX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | DIVHX vs VVIAX |
Best Risk-Adjusted Alternatives to DIVHX
DIVHX has a PortfoliosLab risk / return rank of 49. There are 205 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 | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | DIVHX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | DIVHX vs AVLVX |
Top Performing DIVHX Alternatives (YTD)
DIVHX is at 9.33% YTD. There are 175 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | DIVHX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | DIVHX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | DIVHX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | DIVHX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | DIVHX vs NPRTX |
Lowest Volatility Alternatives to DIVHX
DIVHX has 10.03% 1-year volatility. There are 45 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | DIVHX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | DIVHX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | DIVHX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | DIVHX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | DIVHX vs TMMAX |
Lowest Drawdown Alternatives to DIVHX
DIVHX has a 1-year max drawdown of -6.81%. There are 101 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 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 13 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