DWS CROCI Equity Dividend Fd (KDHAX) 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 KDHAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KDHAX
KDHAX charges 1.01% annually. There are 245 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 | KDHAX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | KDHAX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | KDHAX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | KDHAX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | KDHAX vs TILVX |
Best Risk-Adjusted Alternatives to KDHAX
KDHAX has a PortfoliosLab risk / return rank of 28. There are 276 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 | KDHAX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | KDHAX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | KDHAX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | KDHAX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | KDHAX vs AVLVX |
Top Performing KDHAX Alternatives (YTD)
KDHAX is at 11.77% YTD. There are 151 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.54% | — | Jun 2015 | KDHAX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.27% | — | Nov 1935 | KDHAX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.08% | — | Jun 2022 | KDHAX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.32% | — | Jun 2005 | KDHAX vs PXTIX | |
| AMG Yacktman Focused Fund | 22.18% | — | May 1997 | KDHAX vs YAFFX |
Lowest Volatility Alternatives to KDHAX
KDHAX has 13.56% 1-year volatility. There are 290 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 | KDHAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | KDHAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | KDHAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | KDHAX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | KDHAX vs TWEIX |
Lowest Drawdown Alternatives to KDHAX
KDHAX has a 1-year max drawdown of -10.93%. There are 301 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 | KDHAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | KDHAX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | KDHAX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | KDHAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | KDHAX vs SVAIX |
Other Mutual Funds from DWS
The 10 most viewed DWS mutual funds shown here include AAAAX, KTCAX, AAAZX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DWS RREEF Real Assets Fund - Class A | Diversified Portfolio | 59 | 9.97% | — | Jul 2007 | KDHAX vs AAAAX | |
| DWS Science and Technology Fund | Technology Equities | 47 | 21.26% | — | Sep 1948 | KDHAX vs KTCAX | |
| DWS RREEF Real Assets Fund | Global Allocation | 61 | 10.15% | — | Jul 2007 | KDHAX vs AAAZX | |
| DWS Core Equity Fund | Large Cap Blend Equities | 60 | 10.58% | — | May 1929 | KDHAX vs SCDGX | |
| DWS Emerging Markets Equity Fund | Emerging Markets Diversified | 68 | 24.47% | — | May 1996 | KDHAX vs SEMGX | |
| DWS International Growth Fund | Foreign Large Cap Equities | 14 | 6.38% | — | Jul 1986 | KDHAX vs SCOBX | |
| DWS Capital Growth Fund | Large Cap Growth Equities | 8 | 3.69% | — | Jul 2000 | KDHAX vs SCGSX | |
| DWS S&P 500 Index Fund | S&P 500 | 61 | 10.44% | — | Aug 1997 | KDHAX vs SCPIX | |
| DWS Global High Income Fund | High Yield Bonds | 78 | 1.84% | — | Mar 1998 | KDHAX vs MGHYX | |
| DWS Equity 500 Index Fund | Large Cap Blend Equities | 64 | 10.72% | — | Dec 1992 | KDHAX vs BTIIX |
Often Compared With KDHAX
Investors most often compare KDHAX with DESGX, SSLCX, SCQGX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare KDHAX with Any Fund or Stock
Compare KDHAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KDHAX with funds that move differently
DWS CROCI Equity Dividend Fd alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KDHAX.
Explore KDHAX Diversifiers