HDIVX Alternatives & Similar Mutual Funds

Janus Henderson Dividend & Income Builder Fund (HDIVX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HDIVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to HDIVX

HDIVX charges 0.95% annually. There are 244 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	HDIVX vs FSOSX
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	HDIVX vs FSGEX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	HDIVX vs FIGSX
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	HDIVX vs FINVX
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	HDIVX vs FHLFX

Best Risk-Adjusted Alternatives to HDIVX

HDIVX has a PortfoliosLab risk / return rank of 60. There are 99 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
GTMIX	GMO Tax-Managed International Equities Fund	95	—	Jul 1998	HDIVX vs GTMIX
SAHMX	SA International Value Fund	93	—	Aug 1999	HDIVX vs SAHMX
SWRLX	Touchstone International Equity Fund	92	—	Mar 1993	HDIVX vs SWRLX
GIOTX	GMO International Developed Equity Allocation Fund	90	—	Jun 2006	HDIVX vs GIOTX
DFVIX	DFA International Value III Portfolio	89	—	Feb 1995	HDIVX vs DFVIX

Top Performing HDIVX Alternatives (YTD)

HDIVX is at 17.41% YTD. There are 17 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 28.25%.

Symbol	Name	YTD Return	AUM	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	28.25%	—	Aug 1994	HDIVX vs TIVFX
FISZX	Fidelity SAI International SMA Completion Fund	24.09%	—	Apr 2019	HDIVX vs FISZX
CIGIX	Calamos International Growth Fund	22.91%	—	Mar 2005	HDIVX vs CIGIX
DCINX	Dunham International Stock Fund	22.73%	—	Dec 2004	HDIVX vs DCINX
LIAGX	Lord Abbett International Growth Fund	22.36%	—	Jun 2021	HDIVX vs LIAGX

Lowest Volatility Alternatives to HDIVX

HDIVX has 14.55% 1-year volatility. There are 105 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.26%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOCX	Fidelity Advisor Overseas Fund Class C	8.26%	—	Nov 1997	HDIVX vs FAOCX
FAOSX	Fidelity Advisor Overseas Fund Class Z	8.27%	—	Feb 2017	HDIVX vs FAOSX
FAOAX	Fidelity Advisor Overseas Fund Class A	8.28%	—	Sep 1996	HDIVX vs FAOAX
FAOIX	Fidelity Advisor Overseas Fund Class I	8.28%	—	Jul 1995	HDIVX vs FAOIX
FAERX	Fidelity Advisor Overseas Fund Class M	8.29%	—	Apr 1990	HDIVX vs FAERX

Lowest Drawdown Alternatives to HDIVX

HDIVX has a 1-year max drawdown of -11.29%. There are 133 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RWIIX	Redwood AlphaFactor Tactical International Fund	-6.94%	—	Nov 2017	HDIVX vs RWIIX
IVFIX	Federated Hermes International Strategic Value Div...	-6.97%	—	Jun 2008	HDIVX vs IVFIX
FAOSX	Fidelity Advisor Overseas Fund Class Z	-7.26%	—	Feb 2017	HDIVX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	-7.28%	—	Jul 1995	HDIVX vs FAOIX
FAOAX	Fidelity Advisor Overseas Fund Class A	-7.29%	—	Sep 1996	HDIVX vs FAOAX

Other Mutual Funds from Janus Henderson

The 10 most viewed Janus Henderson mutual funds shown here include JNGTX, JNRFX, JAGTX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JNGTX	Janus Henderson Global Technology and Innovation F...	Technology Equities	46	27.30%	—	Dec 1998	HDIVX vs JNGTX
JNRFX	Janus Henderson Research Fund	Large Cap Growth Equities	14	6.10%	—	May 1993	HDIVX vs JNRFX
JAGTX	Janus Global Technology and Innovation Fund	Technology Equities	46	27.23%	—	Dec 1998	HDIVX vs JAGTX
JANEX	Janus Henderson Enterprise Fund	Mid Cap Growth Equities	19	8.14%	—	Sep 1992	HDIVX vs JANEX
JARTX	Janus Henderson Forty Fund	Large Cap Growth Equities	11	4.92%	—	May 1997	HDIVX vs JARTX
JANBX	Janus Henderson Balanced Fund	Diversified Portfolio	30	4.13%	—	Aug 1992	HDIVX vs JANBX
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	49	15.88%	—	Feb 2005	HDIVX vs JANIX
JATIX	Janus Henderson Global Technology and Innovation F...	Technology Equities	46	27.33%	—	Dec 1998	HDIVX vs JATIX
JACNX	Janus Henderson Contrarian Fund	Mid Cap Blend Equities	22	18.49%	—	Feb 2000	HDIVX vs JACNX
JANRX	Janus Henderson Global Select Fund	Global Equities	39	9.56%	—	Jun 2000	HDIVX vs JANRX

Often Compared With HDIVX

Investors most often compare HDIVX with MEDI, XHD.TO, HMAX.TO. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
MEDI	Harbor Health Care ETF	Health & Biotech Equities	40	6.66%	43.49M	Nov 2022	HDIVX vs MEDI
XHD.TO	iShares U.S. High Dividend Equity Index ETF (CAD-H...	Large Cap Blend Equities, Dividend	20	16.68%	227.80M	Aug 2012	HDIVX vs XHD.TO
HMAX.TO	Hamilton Canadian Financials Yield Maximizer ETF	Derivative Income	97	21.55%	2.53B	Jan 2023	HDIVX vs HMAX.TO
HYLD	High Yield ETF	High Yield Bonds	—	—	95.91M	Nov 2010	HDIVX vs HYLD
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	70	13.47%	36.70B	Feb 2022	HDIVX vs CGDV
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	60	7.89%	40.37B	May 2022	HDIVX vs JEPQ
SPY	State Street SPDR S&P 500 ETF	S&P 500	65	10.67%	783.21B	Jan 1993	HDIVX vs SPY
JQUA	JPMorgan U.S. Quality Factor ETF	Large Cap Blend Equities	74	14.76%	8.19B	Nov 2017	HDIVX vs JQUA
VUSA.AS	Vanguard S&P 500 UCITS ETF	S&P 500	84	13.38%	—	May 2019	HDIVX vs VUSA.AS
QQC.TO	Invesco NASDAQ 100 Index ETF CAD Hedged	Nasdaq-100	60	17.76%	3.73B	May 2021	HDIVX vs QQC.TO
QQQ	Invesco QQQ ETF	Nasdaq-100	53	15.19%	481.14B	Mar 1999	HDIVX vs QQQ
JGLTX	Janus Henderson VIT Global Technology and Innovati...	Technology Equities	45	26.82%	—	Jan 2000	HDIVX vs JGLTX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	10	3.79%	—	Feb 1992	HDIVX vs SEEGX
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	76	6.86%	—	Jan 2014	HDIVX vs EPDPX
COSZX	Columbia Overseas Value Fund	Foreign Large Cap Equities	51	7.42%	—	Mar 2008	HDIVX vs COSZX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	Foreign Large Cap Equities	32	7.30%	—	May 2015	HDIVX vs FSKLX
KGIIX	Kopernik International Fund	Foreign Large Cap Equities	34	1.98%	—	Jun 2015	HDIVX vs KGIIX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	26	5.63%	—	Dec 2016	HDIVX vs GSINX
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	77	9.00%	—	Jul 1987	HDIVX vs CAIBX
TBGVX	Tweedy, Browne International Value Fund	Foreign Large Cap Equities	57	12.03%	—	Jun 1993	HDIVX vs TBGVX

Compare HDIVX with Any Fund or Stock

Compare HDIVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair HDIVX with funds that move differently

Janus Henderson Dividend & Income Builder Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HDIVX.

Explore HDIVX Diversifiers

Janus Henderson Dividend & Income Builder Fund (HDIVX) Alternatives