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 243 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
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	HDIVX vs FIGSX
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	HDIVX vs FSGEX
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	HDIVX vs FSOSX
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	HDIVX vs FHLFX
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	HDIVX vs FINVX

Best Risk-Adjusted Alternatives to HDIVX

HDIVX has a PortfoliosLab risk / return rank of 56. There are 100 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
SWRLX	Touchstone International Equity Fund	94	—	Mar 1993	HDIVX vs SWRLX
TIVFX	American Beacon Tocqueville International Value Fu...	94	—	Aug 1994	HDIVX vs TIVFX
DCINX	Dunham International Stock Fund	92	—	Dec 2004	HDIVX vs DCINX
GTMIX	GMO Tax-Managed International Equities Fund	91	—	Jul 1998	HDIVX vs GTMIX
THOIX	Thornburg Global Opportunities Fund	91	—	Jul 2006	HDIVX vs THOIX

Top Performing HDIVX Alternatives (YTD)

HDIVX is at 17.11% YTD. There are 36 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 40.47%.

Symbol	Name	YTD Return	AUM	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	40.47%	—	Aug 1994	HDIVX vs TIVFX
CIGIX	Calamos International Growth Fund	38.33%	—	Mar 2005	HDIVX vs CIGIX
JIJIX	John Hancock International Dynamic Growth Fund	33.48%	—	May 2019	HDIVX vs JIJIX
LIAGX	Lord Abbett International Growth Fund	33.43%	—	Jun 2021	HDIVX vs LIAGX
FISZX	Fidelity SAI International SMA Completion Fund	32.58%	—	Apr 2019	HDIVX vs FISZX

Lowest Volatility Alternatives to HDIVX

HDIVX has 14.21% 1-year volatility. There are 98 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.76%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOSX	Fidelity Advisor Overseas Fund Class Z	8.76%	—	Feb 2017	HDIVX vs FAOSX
FAOAX	Fidelity Advisor Overseas Fund Class A	8.76%	—	Sep 1996	HDIVX vs FAOAX
FAOCX	Fidelity Advisor Overseas Fund Class C	8.76%	—	Nov 1997	HDIVX vs FAOCX
FAERX	Fidelity Advisor Overseas Fund Class M	8.78%	—	Apr 1990	HDIVX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	8.78%	—	Jul 1995	HDIVX vs FAOIX

Lowest Drawdown Alternatives to HDIVX

HDIVX has a 1-year max drawdown of -11.29%. There are 135 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 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JNGTX	Janus Henderson Global Technology and Innovation F...	Technology Equities	75	36.04%	—	Dec 1998	HDIVX vs JNGTX
JNRFX	Janus Henderson Research Fund	Large Cap Growth Equities	20	6.24%	—	May 1993	HDIVX vs JNRFX
JAGTX	Janus Global Technology and Innovation Fund	Technology Equities	75	35.97%	—	Dec 1998	HDIVX vs JAGTX
JANEX	Janus Henderson Enterprise Fund	Mid Cap Growth Equities	16	7.13%	—	Sep 1992	HDIVX vs JANEX
JARTX	Janus Henderson Forty Fund	Large Cap Growth Equities	13	3.68%	—	May 1997	HDIVX vs JARTX
JANBX	Janus Henderson Balanced Fund	Diversified Portfolio	33	3.49%	—	Aug 1992	HDIVX vs JANBX
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	44	15.05%	—	Feb 2005	HDIVX vs JANIX
JATIX	Janus Henderson Global Technology and Innovation F...	Technology Equities	75	36.06%	—	Dec 1998	HDIVX vs JATIX
JGLTX	Janus Henderson VIT Global Technology and Innovati...	Technology Equities	75	35.82%	—	Jan 2000	HDIVX vs JGLTX
JACNX	Janus Henderson Contrarian Fund	Mid Cap Blend Equities	38	24.09%	—	Feb 2000	HDIVX vs JACNX

Often Compared With HDIVX

Investors most often compare HDIVX with MEDI, XHD.TO, HMAX.TO. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
MEDI	Harbor Health Care ETF	Health & Biotech Equities	30	0.41%	39.75M	Nov 2022	HDIVX vs MEDI
XHD.TO	iShares U.S. High Dividend Equity Index ETF (CAD-H...	Large Cap Blend Equities, Dividend	16	12.57%	220.53M	Aug 2012	HDIVX vs XHD.TO
HMAX.TO	Hamilton Canadian Financials Yield Maximizer ETF	Derivative Income	95	17.83%	2.47B	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	69	11.07%	36.32B	Feb 2022	HDIVX vs CGDV
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	63	7.85%	40.03B	May 2022	HDIVX vs JEPQ
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	HDIVX vs SPY
JQUA	JPMorgan U.S. Quality Factor ETF	Large Cap Blend Equities	55	11.30%	8.06B	Nov 2017	HDIVX vs JQUA
VUSA.AS	Vanguard S&P 500 UCITS ETF	S&P 500	72	11.09%	—	May 2019	HDIVX vs VUSA.AS
QQC.TO	Invesco NASDAQ 100 Index ETF CAD Hedged	Nasdaq-100	69	20.44%	1.96B	May 2021	HDIVX vs QQC.TO
QQQ	Invesco QQQ ETF	Nasdaq-100	59	16.45%	493.17B	Mar 1999	HDIVX vs QQQ
COSZX	Columbia Overseas Value Fund	Foreign Large Cap Equities	26	1.13%	—	Mar 2008	HDIVX vs COSZX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	Foreign Large Cap Equities	14	3.49%	—	May 2015	HDIVX vs FSKLX
KGIIX	Kopernik International Fund	Foreign Large Cap Equities	53	4.07%	—	Jun 2015	HDIVX vs KGIIX
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	62	7.48%	—	Jul 1987	HDIVX vs CAIBX
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	74	7.93%	—	Jan 2014	HDIVX vs EPDPX
GQJPX	GQG Partners International Quality Dividend Income...	Foreign Large Cap Equities	20	3.84%	—	Jun 2021	HDIVX vs GQJPX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	18	6.49%	—	Feb 1992	HDIVX vs SEEGX
TBGVX	Tweedy, Browne International Value Fund	Foreign Large Cap Equities	46	10.22%	—	Jun 1993	HDIVX vs TBGVX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	16	3.57%	—	Dec 2016	HDIVX vs GSINX

Compare HDIVX with Any Fund or Stock

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

Symbol name

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