Hamlin High Dividend Equity Fund (HHDVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HHDVX
HHDVX charges 1.15% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among HHDVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | HHDVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | HHDVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | HHDVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | HHDVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | HHDVX vs TILVX |
Best Risk-Adjusted Alternatives to HHDVX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | HHDVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | HHDVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | HHDVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | HHDVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | HHDVX vs VALAX |
Top Performing HHDVX Alternatives (YTD)
HHDVX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | HHDVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | HHDVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | HHDVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | HHDVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | HHDVX vs HFCVX |
Lowest Volatility Alternatives to HHDVX
HHDVX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | HHDVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | HHDVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | HHDVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | HHDVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | HHDVX vs ACIIX |
Lowest Drawdown Alternatives to HHDVX
HHDVX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | HHDVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | HHDVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | HHDVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | HHDVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | HHDVX vs PSECX |
Often Compared With HHDVX
What investors most often compare with HHDVX, based on PortfoliosLab usage data.
Compare HHDVX with Any Fund or Stock
Compare HHDVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.