Janus Henderson U.S. Dividend Income Fund Class D (JDDVX) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JDDVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JDDVX
JDDVX charges 0.81% annually. There are 16 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation Index Fund Admiral ... | 0.07% | 127.80B | Dec 2013 | JDDVX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.10B | Feb 2019 | JDDVX vs VHYAX | |
| Vanguard Dividend Growth Fund | 0.22% | 36.40B | May 1992 | JDDVX vs VDIGX | |
| Vanguard International High Dividend Yield Index F... | 0.22% | 20.50B | Mar 2016 | JDDVX vs VIHAX | |
| American Funds Capital Income Builder Fund Class F... | 0.37% | — | Jul 1987 | JDDVX vs CAIFX |
Best Risk-Adjusted Alternatives to JDDVX
JDDVX has a PortfoliosLab risk / return rank of 77. There are 7 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 86 | — | Apr 2015 | JDDVX vs FDGDX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 84 | — | Mar 2005 | JDDVX vs SVAAX | |
| Fidelity Dividend Growth Fund | 79 | — | Apr 1993 | JDDVX vs FDGFX | |
| Pioneer Multi-Asset Income Fund A | 79 | — | Dec 2011 | JDDVX vs PMAIX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | 77 | — | Nov 2012 | JDDVX vs CDDYX |
Top Performing JDDVX Alternatives (YTD)
JDDVX is at 12.48% YTD. There are 2 mutual funds in the Dividend category with higher YTD returns, going as high as 15.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Dividend Growth Fund | 15.34% | — | Apr 1993 | JDDVX vs FDGFX | |
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 14.97% | — | Apr 2015 | JDDVX vs FDGDX | |
| American Funds Fundamental Investors® Class F-2 | 12.37% | — | Aug 1978 | JDDVX vs FINFX | |
| JPMorgan Equity Income Fund R6 | 12.33% | — | Jul 1987 | JDDVX vs OIEJX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 11.48% | 96.10B | Feb 2019 | JDDVX vs VHYAX |
Lowest Volatility Alternatives to JDDVX
JDDVX has 11.49% 1-year volatility. There are 20 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.89%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.89% | — | Dec 2011 | JDDVX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.41% | — | Dec 1973 | JDDVX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.23% | — | Jul 1987 | JDDVX vs CAIFX | |
| JPMorgan Equity Premium Income Fund Class A | 8.78% | — | Aug 2018 | JDDVX vs JEPAX | |
| John Hancock Premium Dividend Fund | 8.98% | — | Dec 1989 | JDDVX vs PDT |
Lowest Drawdown Alternatives to JDDVX
JDDVX has a 1-year max drawdown of -7.99%. There are 17 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | JDDVX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | JDDVX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | JDDVX vs PDT | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | JDDVX vs CDDYX | |
| American Funds The Income Fund of America Class A | -6.13% | — | Dec 1973 | JDDVX vs AMECX |
Other Mutual Funds from Janus Henderson
The 10 most viewed Janus Henderson mutual funds shown here include JNGTX, JNRFX, JAGTX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 59 | 29.60% | — | Dec 1998 | JDDVX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 15 | 3.94% | — | May 1993 | JDDVX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 59 | 29.53% | — | Dec 1998 | JDDVX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 13 | 5.98% | — | Sep 1992 | JDDVX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 10 | 0.94% | — | May 1997 | JDDVX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 27 | 2.45% | — | Aug 1992 | JDDVX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 38 | 13.87% | — | Feb 2005 | JDDVX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 60 | 29.62% | — | Dec 1998 | JDDVX vs JATIX | |
| Janus Henderson VIT Global Technology and Innovati... | Technology Equities | 60 | 29.31% | — | Jan 2000 | JDDVX vs JGLTX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 31 | 21.14% | — | Feb 2000 | JDDVX vs JACNX |
Often Compared With JDDVX
Investors most often compare JDDVX with GSPAX, SOPYX, EPDPX. These 10 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Goldman Sachs U.S. Equity Dividend and Premium Fun... | Dividend | 69 | 8.57% | — | Aug 2010 | JDDVX vs GSPAX | |
| ClearBridge Dividend Strategy Fund Class I | Dividend | 38 | 5.79% | — | Feb 1996 | JDDVX vs SOPYX | |
| EuroPac International Dividend Income Fund Class A | Foreign Large Cap Equities, Dividend | 67 | 6.32% | — | Jan 2014 | JDDVX vs EPDPX | |
| Janus Henderson Global Select Fund | Global Equities | 34 | 7.75% | — | Jun 2000 | JDDVX vs JANRX | |
| Amana Income Fund Institutional Class | Dividend | 38 | 10.24% | — | Sep 2013 | JDDVX vs AMINX | |
| Eaton Vance Tax-Managed Global Diversified Equity ... | Dividend, Global Equity Income | 25 | 2.96% | — | Feb 2007 | JDDVX vs EXG | |
| BlackRock Equity Dividend Fund Investor A Shares | Dividend | 65 | 10.67% | — | Oct 1994 | JDDVX vs MDDVX | |
| Virtus Dividend, Interest and Premium Strategy Fun... | Dividend | 84 | 21.43% | — | Feb 2005 | JDDVX vs NFJ | |
| Hartford Equity Income Fund Class I | Dividend | 43 | 6.59% | — | Aug 2003 | JDDVX vs HQIIX | |
| Hartford Dividend and Growth Fund Class A | Dividend | 64 | 7.95% | — | Jul 1996 | JDDVX vs IHGIX |
Compare JDDVX with Any Fund or Stock
Compare JDDVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JDDVX with funds that move differently
Janus Henderson U.S. Dividend Income Fund Class D alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JDDVX.
Explore JDDVX Diversifiers