Integrity Dividend Harvest Fund (IDIVX) Alternatives
Integrity Dividend Harvest Fund (IDIVX) 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 IDIVX. 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 IDIVX
IDIVX charges 0.95% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among IDIVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | IDIVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | IDIVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | IDIVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | IDIVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | IDIVX vs TILVX |
Best Risk-Adjusted Alternatives to IDIVX
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 | IDIVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | IDIVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | IDIVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | IDIVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | IDIVX vs VALAX |
Top Performing IDIVX Alternatives (YTD)
IDIVX 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 | IDIVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | IDIVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | IDIVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | IDIVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | IDIVX vs HFCVX |
Lowest Volatility Alternatives to IDIVX
IDIVX 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 | IDIVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | IDIVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | IDIVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | IDIVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | IDIVX vs ACIIX |
Lowest Drawdown Alternatives to IDIVX
IDIVX 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 | IDIVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | IDIVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | IDIVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | IDIVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | IDIVX vs PSECX |
Other Mutual Funds from IntegrityVikingFunds
Most popular IntegrityVikingFunds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Integrity ESG Growth & Income Fund | Large Cap Blend Equities | 59 | -1.83% | Jan 3, 1995 | IDIVX vs IGIAX | |
| Integrity High Income Fund | High Yield Bonds | 87 | -1.31% | Apr 30, 2004 | IDIVX vs IHFAX | |
| Kansas Municipal Fund | Municipal Bonds | 38 | -0.42% | Nov 14, 1990 | IDIVX vs KSMUX | |
| Oklahoma Municipal Fund | Municipal Bonds | 41 | -0.81% | Sep 24, 1996 | IDIVX vs OKMUX | |
| Nebraska Municipal Fund | Municipal Bonds | 32 | -0.33% | Nov 16, 1993 | IDIVX vs NEMUX | |
| Integrity Mid-North American Resources Fund | Energy Equities | 93 | 28.99% | Apr 4, 1999 | IDIVX vs ICPAX | |
| Viking Tax-Free Fund For Montana | Municipal Bonds | 44 | -0.27% | Aug 2, 1999 | IDIVX vs VMTTX | |
| Viking Tax-Free Fund for North Dakota | Municipal Bonds | 35 | -0.40% | Aug 2, 1999 | IDIVX vs VNDFX | |
| Maine Municipal Fund | Municipal Bonds | 31 | -0.46% | Dec 4, 1991 | IDIVX vs MEMUX |
Often Compared With IDIVX
What investors most often compare with IDIVX, based on PortfoliosLab usage data.
Compare IDIVX with Any Fund or Stock
Compare IDIVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.