Invesco Dividend Income Fund (FSTUX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FSTUX
FSTUX charges 0.94% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among FSTUX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | FSTUX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | FSTUX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | FSTUX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | FSTUX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | FSTUX vs VVIAX |
Best Risk-Adjusted Alternatives to FSTUX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | FSTUX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | FSTUX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | FSTUX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | FSTUX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | FSTUX vs VALAX |
Top Performing FSTUX Alternatives (YTD)
FSTUX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | FSTUX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | FSTUX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | FSTUX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | FSTUX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | FSTUX vs HFCVX |
Lowest Volatility Alternatives to FSTUX
FSTUX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | FSTUX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | FSTUX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | FSTUX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | FSTUX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | FSTUX vs ACIIX |
Lowest Drawdown Alternatives to FSTUX
FSTUX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | FSTUX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | FSTUX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | FSTUX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | FSTUX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | FSTUX vs PSECX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 48 | -8.99% | Oct 13, 2020 | FSTUX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 28 | -1.47% | — | FSTUX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | FSTUX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 92 | 0.44% | Jul 18, 1983 | FSTUX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 36 | -2.22% | Oct 7, 1968 | FSTUX vs ACSTX | |
| Invesco Global Fund | Global Equities | 9 | -13.35% | Dec 21, 1969 | FSTUX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 20 | -9.61% | Feb 3, 1988 | FSTUX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 56 | -1.20% | Aug 2, 1960 | FSTUX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 29 | -1.41% | Jul 28, 1997 | FSTUX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 3.20% | Jun 25, 2001 | FSTUX vs VVOAX |
Often Compared With FSTUX
What investors most often compare with FSTUX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| VanEck Vectors Preferred Securities ex Financials ... | Preferred Stock/Convertible Bonds | 66 | 0.10% | Jul 16, 2012 | FSTUX vs PFXF | |
| Vanguard S&P 500 UCITS ETF | S&P 500 | 56 | -4.58% | May 14, 2019 | FSTUX vs VUSA.L | |
| iShares Core MSCI Canadian Quality Dividend Index ... | Dividend, Large Cap Value Equities | 95 | 8.31% | Jun 12, 2017 | FSTUX vs XDIV.TO | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | Large Cap Value Equities, Dividend | 65 | 1.97% | Feb 7, 2019 | FSTUX vs VHYAX | |
| Vanguard High Dividend Yield ETF | Dividend | 72 | 3.80% | Feb 7, 2019 | FSTUX vs VYM | |
| Invesco Capital Appreciation Fund | Large Cap Growth Equities | 18 | -11.51% | Jan 22, 1981 | FSTUX vs OPTFX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 48 | -0.04% | Oct 1, 2002 | FSTUX vs TILVX |
Compare FSTUX with Any Fund or Stock
Compare FSTUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.