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 a closer substitute for your current allocation.
Cheapest Alternatives to IDIVX
IDIVX charges 0.95% annually. There are 225 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 | IDIVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | IDIVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | IDIVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | IDIVX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | IDIVX vs VVIAX |
Best Risk-Adjusted Alternatives to IDIVX
IDIVX has a PortfoliosLab risk / return rank of 94. There are 7 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 | IDIVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | IDIVX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | IDIVX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | IDIVX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | IDIVX vs SABTX |
Top Performing IDIVX Alternatives (YTD)
IDIVX is at 16.77% YTD. There are 18 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | IDIVX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | IDIVX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | IDIVX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | IDIVX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | IDIVX vs PXTIX |
Lowest Volatility Alternatives to IDIVX
IDIVX has 9.85% 1-year volatility. There are 51 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | IDIVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | IDIVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | IDIVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | IDIVX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | IDIVX vs FLCCX |
Lowest Drawdown Alternatives to IDIVX
IDIVX has a 1-year max drawdown of -5.72%. There are 26 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | IDIVX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | IDIVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | IDIVX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | IDIVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | IDIVX vs SVAIX |
Other Mutual Funds from IntegrityVikingFunds
The 9 most viewed IntegrityVikingFunds mutual funds shown here include IGIAX, OKMUX, IHFAX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Integrity ESG Growth & Income Fund | Large Cap Blend Equities | 89 | 26.41% | — | Jan 1995 | IDIVX vs IGIAX | |
| Oklahoma Municipal Fund | Municipal Bonds | 74 | 1.43% | — | Sep 1996 | IDIVX vs OKMUX | |
| Integrity High Income Fund | High Yield Bonds | 77 | 1.36% | — | Apr 2004 | IDIVX vs IHFAX | |
| Viking Tax-Free Fund for North Dakota | Municipal Bonds | 80 | 1.85% | — | Aug 1999 | IDIVX vs VNDFX | |
| Integrity Mid-North American Resources Fund | Energy Equities | 83 | 29.32% | — | Apr 1999 | IDIVX vs ICPAX | |
| Kansas Municipal Fund | Municipal Bonds | 78 | 2.10% | — | Nov 1990 | IDIVX vs KSMUX | |
| Nebraska Municipal Fund | Municipal Bonds | 81 | 1.75% | — | Nov 1993 | IDIVX vs NEMUX | |
| Viking Tax-Free Fund For Montana | Municipal Bonds | 84 | 1.64% | — | Aug 1999 | IDIVX vs VMTTX | |
| Maine Municipal Fund | Municipal Bonds | 66 | 1.25% | — | Dec 1991 | IDIVX vs MEMUX |
Often Compared With IDIVX
Investors most often compare IDIVX with FKINX, EQNIX, MADVX. These 20 comparison targets span 9 categories, 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.
Pair IDIVX with funds that move differently
Integrity Dividend Harvest Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IDIVX.
Explore IDIVX Diversifiers