Invesco Dividend Income Fund (FSTUX) 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 FSTUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FSTUX
FSTUX charges 0.94% annually. There are 216 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 | FSTUX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | FSTUX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FSTUX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FSTUX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | FSTUX vs TILVX |
Best Risk-Adjusted Alternatives to FSTUX
FSTUX has a PortfoliosLab risk / return rank of 72. There are 218 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 | FSTUX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | FSTUX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | FSTUX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | FSTUX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | FSTUX vs LSVVX |
Top Performing FSTUX Alternatives (YTD)
FSTUX is at 9.80% YTD. There are 265 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | FSTUX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | FSTUX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | FSTUX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | FSTUX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | FSTUX vs AVLVX |
Lowest Volatility Alternatives to FSTUX
FSTUX has 9.75% 1-year volatility. There are 25 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 | FSTUX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | FSTUX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | FSTUX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | FSTUX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | FSTUX vs ACIIX |
Lowest Drawdown Alternatives to FSTUX
FSTUX has a 1-year max drawdown of -6.82%. There are 99 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 | FSTUX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FSTUX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FSTUX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | FSTUX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FSTUX vs SVAIX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 36 | 12.16% | — | Oct 2020 | FSTUX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 65 | 12.90% | — | Jul 1997 | FSTUX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 27 | -11.62% | — | Jul 1983 | FSTUX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 8 | 3.77% | — | Jun 2005 | FSTUX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 70 | 14.99% | — | Jun 2001 | FSTUX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 84 | 13.00% | — | Oct 1968 | FSTUX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 76 | 22.92% | — | Jun 1999 | FSTUX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 32 | 6.96% | — | Feb 1988 | FSTUX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 76 | 7.85% | — | Aug 1960 | FSTUX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 66 | 13.07% | — | Jul 1997 | FSTUX vs VADDX |
Often Compared With FSTUX
Investors most often compare FSTUX with PFXF, VHYAX, VUSA.L. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare FSTUX with Any Fund or Stock
Compare FSTUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSTUX with funds that move differently
Invesco Dividend Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSTUX.
Explore FSTUX Diversifiers