GQG Partners US Quality Dividend Income Fund (GQHPX) 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 GQHPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GQHPX
GQHPX charges 0.57% annually. There are 70 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 | GQHPX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | GQHPX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | GQHPX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | GQHPX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | GQHPX vs TILVX |
Best Risk-Adjusted Alternatives to GQHPX
GQHPX has a PortfoliosLab risk / return rank of 30. There are 271 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 | GQHPX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | GQHPX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | GQHPX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | GQHPX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | GQHPX vs AVLVX |
Top Performing GQHPX Alternatives (YTD)
GQHPX is at 10.43% YTD. There are 209 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.54% | — | Jun 2015 | GQHPX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.27% | — | Nov 1935 | GQHPX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.08% | — | Jun 2022 | GQHPX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.32% | — | Jun 2005 | GQHPX vs PXTIX | |
| AMG Yacktman Focused Fund | 22.18% | — | May 1997 | GQHPX vs YAFFX |
Lowest Volatility Alternatives to GQHPX
GQHPX has 10.94% 1-year volatility. There are 123 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 | GQHPX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | GQHPX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | GQHPX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | GQHPX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | GQHPX vs TWEIX |
Lowest Drawdown Alternatives to GQHPX
GQHPX has a 1-year max drawdown of -6.50%. There are 76 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 | GQHPX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | GQHPX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | GQHPX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | GQHPX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | GQHPX vs SVAIX |
Other Mutual Funds from GQG Partners Inc
The 6 most viewed GQG Partners Inc mutual funds shown here include GQEPX, GQGPX, GQEIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | Large Cap Growth Equities | 8 | 5.84% | — | Sep 2018 | GQHPX vs GQEPX | |
| GQG Partners Emerging Markets Equity Fund | Emerging Markets Diversified | 23 | 6.05% | — | Dec 2016 | GQHPX vs GQGPX | |
| GQG Partners US Select Quality Equity Fund | Large Cap Blend Equities | 8 | 5.93% | — | Sep 2018 | GQHPX vs GQEIX | |
| GQG Partners Global Quality Equity Fund Institutio... | Global Equities | 14 | 6.84% | — | Mar 2019 | GQHPX vs GQRIX | |
| GQG Partners International Quality Dividend Income... | Foreign Large Cap Equities | 30 | 6.03% | — | Jun 2021 | GQHPX vs GQJPX | |
| GQG Partners Global Quality Dividend Income Fund | Global Equities | 42 | 8.38% | — | Jun 2021 | GQHPX vs GQFPX |
Often Compared With GQHPX
Investors most often compare GQHPX with FEQIX, FWWFX, CGDV. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare GQHPX with Any Fund or Stock
Compare GQHPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GQHPX with funds that move differently
GQG Partners US Quality Dividend Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GQHPX.
Explore GQHPX Diversifiers