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 38 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% | 129.60B | Dec 2013 | JDDVX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.20B | Feb 2019 | JDDVX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.40B | Mar 2016 | JDDVX vs VIHAX | |
| Vanguard Equity Income Fund Admiral Shares | 0.19% | 65.40B | Aug 2001 | JDDVX vs VEIRX | |
| Vanguard Dividend Growth Fund | 0.20% | 35.70B | May 1992 | JDDVX vs VDIGX |
Best Risk-Adjusted Alternatives to JDDVX
JDDVX has a PortfoliosLab risk / return rank of 88. There are 26 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Equity Income Fund | 95 | — | Oct 1985 | JDDVX vs PRFDX | |
| Goldman Sachs Equity Income Fund | 95 | — | Feb 1993 | JDDVX vs GSGRX | |
| Russell Investments Equity Income Fund | 95 | — | Mar 2000 | JDDVX vs REAYX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | JDDVX vs VIHAX | |
| JPMorgan Equity Income Fund R6 | 94 | — | Jul 1987 | JDDVX vs OIEJX |
Top Performing JDDVX Alternatives (YTD)
JDDVX is at 17.25% YTD. There are 15 mutual funds in the Dividend category with higher YTD returns, going as high as 21.42%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Sustainable Equity Income Fund | 21.42% | — | Jan 2013 | JDDVX vs TRDIX | |
| Allspring Emerging Markets Equity Income Fund | 21.07% | — | May 2012 | JDDVX vs EQIIX | |
| Goldman Sachs Equity Income Fund | 19.46% | — | Feb 1993 | JDDVX vs GSGRX | |
| Russell Investments Equity Income Fund | 18.97% | — | Mar 2000 | JDDVX vs REAYX | |
| T. Rowe Price Equity Income Fund | 18.75% | — | Oct 1985 | JDDVX vs PRFDX |
Lowest Volatility Alternatives to JDDVX
JDDVX has 11.42% 1-year volatility. There are 50 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.96% | — | Dec 2011 | JDDVX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.37% | — | Dec 1973 | JDDVX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.15% | — | Jul 1987 | JDDVX vs CAIFX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | JDDVX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | JDDVX vs ACIIX |
Lowest Drawdown Alternatives to JDDVX
JDDVX has a 1-year max drawdown of -7.99%. There are 43 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 | |
| Goldman Sachs Equity Income Fund | -5.48% | — | Feb 1993 | JDDVX vs GSGRX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | JDDVX vs CDDYX |
Other Mutual Funds from Janus Henderson
The 10 most viewed Janus Henderson mutual funds shown here include JNGTX, JNRFX, JAGTX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 35 | 22.64% | — | Dec 1998 | JDDVX vs JNGTX | |
| Janus Henderson Research Fund Class D | Large Cap Growth Equities, Actively Managed | 15 | 4.82% | — | May 1993 | JDDVX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 35 | 22.56% | — | Dec 1998 | JDDVX vs JAGTX | |
| Janus Henderson Enterprise Fund Class D | Mid Cap Growth Equities | 25 | 8.74% | — | Sep 1992 | JDDVX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 13 | 4.80% | — | May 1997 | JDDVX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 33 | 4.82% | — | Aug 1992 | JDDVX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 55 | 15.50% | — | Feb 2005 | JDDVX vs JANIX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 30 | 18.83% | — | Feb 2000 | JDDVX vs JACNX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 34 | 22.67% | — | Dec 1998 | JDDVX vs JATIX | |
| Janus Henderson Forty Fund Class D | Large Cap Growth Equities | 14 | 5.02% | — | Dec 2009 | JDDVX vs JFRDX |
Often Compared With JDDVX
Investors most often compare JDDVX with HQIIX, SOPYX, FDGDX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
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