HHDVX Alternatives & Similar Mutual Funds

Hamlin High Dividend Equity Fund (HHDVX) 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 HHDVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to HHDVX

HHDVX charges 1.15% annually. There are 275 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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	HHDVX vs FBLEX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	HHDVX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	HHDVX vs SWLVX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	HHDVX vs VIVIX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	245.00B	Nov 2000	HHDVX vs VVIAX

Best Risk-Adjusted Alternatives to HHDVX

HHDVX has a PortfoliosLab risk / return rank of 43. There are 229 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
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	HHDVX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	HHDVX vs FGINX
VALAX	Al Frank Fund	96	—	May 2006	HHDVX vs VALAX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	HHDVX vs SABTX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	95	—	Jun 2022	HHDVX vs AVLVX

Top Performing HHDVX Alternatives (YTD)

HHDVX is at 11.41% YTD. There are 118 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.

Symbol	Name	YTD Return	AUM	Inception
VALAX	Al Frank Fund	25.18%	—	May 2006	HHDVX vs VALAX
YAFFX	AMG Yacktman Focused Fund	23.48%	—	May 1997	HHDVX vs YAFFX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	23.32%	—	Jun 2022	HHDVX vs AVLVX
PKAIX	PIMCO RAE US Fund	21.63%	—	Jun 2015	HHDVX vs PKAIX
NPRTX	Neuberger Berman Large Cap Value Fund	20.12%	—	Jan 1975	HHDVX vs NPRTX

Lowest Volatility Alternatives to HHDVX

HHDVX has 10.35% 1-year volatility. There are 61 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.41%	—	Sep 2017	HHDVX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.65%	—	Feb 2021	HHDVX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.38%	—	Dec 1973	HHDVX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.81%	—	Feb 1996	HHDVX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.36%	—	Dec 2007	HHDVX vs TMMAX

Lowest Drawdown Alternatives to HHDVX

HHDVX has a 1-year max drawdown of -7.28%. There are 159 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
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	HHDVX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	HHDVX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	HHDVX vs BUFBX
TORYX	Torray Fund	-4.50%	—	Dec 1990	HHDVX vs TORYX
SVAIX	Federated Hermes Strategic Value Dividend Fund	-4.66%	—	Mar 2005	HHDVX vs SVAIX

Often Compared With HHDVX

Investors most often compare HHDVX with PEQSX, DLN, DGRW. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PEQSX	Putnam Large Cap Value Fund Class R6	Large Cap Value Equities	85	11.31%	—	Jul 2012	HHDVX vs PEQSX
DLN	WisdomTree U.S. LargeCap Dividend Fund	Large Cap Value Equities, Dividend	78	9.95%	6.12B	Jun 2006	HHDVX vs DLN
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Dividend, Large Cap Growth Equities	48	6.36%	16.61B	May 2013	HHDVX vs DGRW
GSFTX	Columbia Dividend Income Fund	Large Cap Value Equities	79	8.83%	—	Mar 1998	HHDVX vs GSFTX
SCHV	Schwab U.S. Large-Cap Value ETF	Large Cap Value Equities	83	16.92%	15.79B	Dec 2009	HHDVX vs SCHV
VEIPX	Vanguard Equity Income Fund Investor Shares	Large Cap Value Equities	59	8.13%	66.40B	Mar 1988	HHDVX vs VEIPX
DGRO	iShares Core Dividend Growth ETF	Large Cap Growth Equities, Dividend	75	9.19%	41.89B	Jun 2014	HHDVX vs DGRO
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	69	11.07%	36.32B	Feb 2022	HHDVX vs CGDV
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	HHDVX vs VOO
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	56	9.50%	—	Feb 2001	HHDVX vs HDCTX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	9	11.57%	—	Jan 1984	HHDVX vs AVERX
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	16	7.21%	—	Jun 2021	HHDVX vs GQHPX
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	43	15.98%	—	Nov 1935	HHDVX vs LEXCX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	12	2.12%	—	Jan 2011	HHDVX vs PSECX
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	89	16.65%	—	Oct 2002	HHDVX vs TILVX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	51	7.32%	6.45B	Aug 1994	HHDVX vs TWEIX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	82	12.73%	20.50B	Mar 2016	HHDVX vs VIHAX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	62	7.37%	—	Jul 1999	HHDVX vs AUXFX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	52	7.52%	—	Jul 1998	HHDVX vs ACIIX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	94	17.46%	—	Apr 2003	HHDVX vs NEIMX

Compare HHDVX with Any Fund or Stock

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

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Diversifiers

Pair HHDVX with funds that move differently

Hamlin High Dividend Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HHDVX.

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Hamlin High Dividend Equity Fund (HHDVX) Alternatives