Gabelli Dividend Growth Fund (GABBX) 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 GABBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GABBX
GABBX charges 2.00% annually. There are 316 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 | GABBX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | GABBX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | GABBX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | GABBX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | GABBX vs TILVX |
Best Risk-Adjusted Alternatives to GABBX
GABBX has a PortfoliosLab risk / return rank of 43. There are 243 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 | GABBX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | GABBX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | GABBX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | GABBX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | GABBX vs AVLVX |
Top Performing GABBX Alternatives (YTD)
GABBX is at 8.89% YTD. There are 260 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | GABBX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | GABBX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | GABBX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | GABBX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | GABBX vs YAFFX |
Lowest Volatility Alternatives to GABBX
GABBX has 11.80% 1-year volatility. There are 203 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | GABBX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | GABBX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | GABBX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | GABBX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | GABBX vs TMMAX |
Lowest Drawdown Alternatives to GABBX
GABBX has a 1-year max drawdown of -7.35%. There are 167 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 | GABBX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | GABBX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | GABBX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | GABBX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | GABBX vs SVAIX |
Other Mutual Funds from Gabelli
The 10 most viewed Gabelli mutual funds shown here include GOLDX, GABEX, GABSX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Gabelli Gold Fund | Gold, Precious Metals | 27 | -11.14% | — | Jul 1994 | GABBX vs GOLDX | |
| Gabelli Equity Income Fund | Large Cap Blend Equities | 6 | 9.84% | — | Jan 1992 | GABBX vs GABEX | |
| Gabelli Small Cap Growth Fund | Small Cap Blend Equities | 26 | 12.73% | — | Oct 1991 | GABBX vs GABSX | |
| Gabelli Utilities Fund | Utilities Equities | 40 | 9.52% | — | Aug 1999 | GABBX vs GABUX | |
| Gabelli Asset Fund | Large Cap Blend Equities | 36 | 9.36% | — | Mar 1986 | GABBX vs GABAX | |
| Gabelli Growth Fund | Large Cap Growth Equities | 12 | 4.16% | — | Apr 1987 | GABBX vs GABGX | |
| Gabelli Global Content & Connectivity Fund | Communications Equities | 69 | 14.61% | — | Oct 1993 | GABBX vs GABTX | |
| Gabelli Focused Growth and Income Fund | Mid Cap Blend Equities | 12 | 4.66% | — | Dec 2002 | GABBX vs GWSAX | |
| Gabelli Global Growth Fund | Global Equities | 13 | 4.73% | — | Feb 1994 | GABBX vs GICPX | |
| Gabelli Enterprise Mergers and Acquisitions Fund | Event Driven | 74 | 7.89% | — | Feb 2001 | GABBX vs EMAYX |
Often Compared With GABBX
Investors most often compare GABBX with NANC, ARCC, DGRO. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare GABBX with Any Fund or Stock
Compare GABBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GABBX with funds that move differently
Gabelli Dividend Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GABBX.
Explore GABBX Diversifiers