The Gabelli Dividend and Income Trust (GDV) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GDV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GDV
GDV charges 0.01% annually. There are 2 mutual funds in the Dividend category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Tax-Advantaged Dividend Income Fund | 0.01% | — | Sep 2003 | GDV vs EVT | |
| John Hancock Tax-Advantaged Dividend Income Fund | 0.01% | — | Feb 2004 | GDV vs HTD | |
| Virtus Dividend, Interest and Premium Strategy Fun... | 0.02% | — | Feb 2005 | GDV vs NFJ | |
| Wells Fargo Advantage Funds - Allspring Global Div... | 0.02% | — | Mar 2007 | GDV vs EOD | |
| Dimensional High Yield Equity Fund | 0.04% | — | Jan 2013 | GDV vs DHY |
Best Risk-Adjusted Alternatives to GDV
GDV has a PortfoliosLab risk / return rank of 57. There are 25 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Columbia Dividend Income Fund Institutional 3 Clas... | 89 | — | Nov 2012 | GDV vs CDDYX | |
| Vanguard International High Dividend Yield Index F... | 89 | 20.50B | Mar 2016 | GDV vs VIHAX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 88 | — | Mar 2005 | GDV vs SVAAX | |
| Pioneer Multi-Asset Income Fund A | 87 | — | Dec 2011 | GDV vs PMAIX | |
| JPMorgan Equity Income Fund R6 | 87 | — | Jul 1987 | GDV vs OIEJX |
Top Performing GDV Alternatives (YTD)
GDV is at 10.92% YTD. There are 20 mutual funds in the Dividend category with higher YTD returns, going as high as 22.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Dividend, Interest and Premium Strategy Fun... | 22.25% | — | Feb 2005 | GDV vs NFJ | |
| Wells Fargo Advantage Funds - Allspring Global Div... | 17.65% | — | Mar 2007 | GDV vs EOD | |
| Fidelity Dividend Growth Fund | 16.67% | — | Apr 1993 | GDV vs FDGFX | |
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 16.20% | — | Apr 2015 | GDV vs FDGDX | |
| JPMorgan Equity Income Fund R6 | 15.51% | — | Jul 1987 | GDV vs OIEJX |
Lowest Volatility Alternatives to GDV
GDV has 11.68% 1-year volatility. There are 22 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.94% | — | Dec 2011 | GDV vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.41% | — | Dec 1973 | GDV vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.20% | — | Jul 1987 | GDV vs CAIFX | |
| JPMorgan Equity Premium Income Fund Class A | 8.76% | — | Aug 2018 | GDV vs JEPAX | |
| John Hancock Premium Dividend Fund | 8.97% | — | Dec 1989 | GDV vs PDT |
Lowest Drawdown Alternatives to GDV
GDV has a 1-year max drawdown of -9.75%. There are 28 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | GDV vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | GDV vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | GDV vs PDT | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | GDV vs CDDYX | |
| American Funds The Income Fund of America Class A | -6.13% | — | Dec 1973 | GDV vs AMECX |
Other Mutual Funds from Gabelli Funds
The 3 most viewed Gabelli Funds mutual funds shown here include GAB, GUT, GCV and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| The Gabelli Equity Trust Inc | Large Cap Value Equities | 10 | -1.20% | — | Aug 1986 | GDV vs GAB | |
| The Gabelli Utility Trust | Utilities Equities | 55 | 16.65% | — | Feb 1999 | GDV vs GUT | |
| The Gabelli Convertible and Income Securities Fund... | Convertible Bonds | 86 | 18.00% | — | Jul 1989 | GDV vs GCV |
Often Compared With GDV
Investors most often compare GDV with NBXG, ADX, OIEIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare GDV with Any Fund or Stock
Compare GDV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GDV with funds that move differently
The Gabelli Dividend and Income Trust alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GDV.
Explore GDV Diversifiers