Nuveen Dividend Value Fund (FFEIX) 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 FFEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FFEIX
FFEIX charges 0.96% annually. There are 232 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 | FFEIX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | FFEIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FFEIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | FFEIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | FFEIX vs TILVX |
Best Risk-Adjusted Alternatives to FFEIX
FFEIX has a PortfoliosLab risk / return rank of 58. There are 165 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 | FFEIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | FFEIX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | FFEIX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | FFEIX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | FFEIX vs SABTX |
Top Performing FFEIX Alternatives (YTD)
FFEIX is at 9.40% YTD. There are 169 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 | FFEIX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | FFEIX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | FFEIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | FFEIX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | FFEIX vs PXTIX |
Lowest Volatility Alternatives to FFEIX
FFEIX has 11.61% 1-year volatility. There are 213 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 | FFEIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | FFEIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | FFEIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | FFEIX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | FFEIX vs FLCCX |
Lowest Drawdown Alternatives to FFEIX
FFEIX has a 1-year max drawdown of -8.01%. There are 225 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 | FFEIX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | FFEIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FFEIX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | FFEIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FFEIX vs SVAIX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include QQQX, SPXX, NHMRX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 71 | 11.82% | — | Jan 2007 | FFEIX vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 16 | 3.81% | — | Nov 2005 | FFEIX vs SPXX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 61 | 3.18% | — | Jun 1999 | FFEIX vs NHMRX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 4 | 0.73% | — | Jun 2003 | FFEIX vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 18 | 3.56% | — | Mar 2006 | FFEIX vs NSBRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 76 | 0.72% | — | Dec 2006 | FFEIX vs NPSRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 70 | 17.58% | — | Dec 1987 | FFEIX vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 62 | 1.93% | — | Jan 2013 | FFEIX vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 19 | 9.51% | — | May 2009 | FFEIX vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 57 | 8.22% | — | Dec 2008 | FFEIX vs NELIX |
Often Compared With FFEIX
Investors most often compare FFEIX with VDIGX, FDGFX, TWEIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FFEIX with Any Fund or Stock
Compare FFEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FFEIX with funds that move differently
Nuveen Dividend Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FFEIX.
Explore FFEIX Diversifiers