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 229 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 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FFEIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FFEIX vs FLCOX | |
| 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 75. There are 117 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 | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | FFEIX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | FFEIX vs AVLVX |
Top Performing FFEIX Alternatives (YTD)
FFEIX is at 12.89% YTD. There are 94 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 | FFEIX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | FFEIX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | FFEIX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | FFEIX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | FFEIX vs NPRTX |
Lowest Volatility Alternatives to FFEIX
FFEIX has 12.20% 1-year volatility. There are 227 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 | FFEIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | FFEIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | FFEIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | FFEIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | FFEIX vs TMMAX |
Lowest Drawdown Alternatives to FFEIX
FFEIX has a 1-year max drawdown of -8.01%. There are 221 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 | FFEIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FFEIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FFEIX vs BUFBX | |
| 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 TIEIX, QQQX, SPXX and span 12 categories.
Often Compared With FFEIX
Investors most often compare FFEIX with VDIGX, FDGFX, NELIX. These 20 comparison targets span 7 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