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 274 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 | HHDVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | HHDVX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | HHDVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HHDVX vs SWLVX | |
| 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 44. There are 236 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 | HHDVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | HHDVX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | HHDVX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | HHDVX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | HHDVX vs AVLVX |
Top Performing HHDVX Alternatives (YTD)
HHDVX is at 12.51% YTD. There are 138 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | HHDVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | HHDVX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | HHDVX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | HHDVX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | HHDVX vs YAFFX |
Lowest Volatility Alternatives to HHDVX
HHDVX has 10.28% 1-year volatility. There are 58 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 | HHDVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | HHDVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | HHDVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | HHDVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | HHDVX vs TMMAX |
Lowest Drawdown Alternatives to HHDVX
HHDVX has a 1-year max drawdown of -7.28%. There are 160 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 | HHDVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | HHDVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | HHDVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | HHDVX vs TORYX | |
| 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 6 categories, 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.
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.
Explore HHDVX Diversifiers