Invesco Diversified Dividend Fund (LCEAX) Alternatives
Invesco Diversified Dividend Fund (LCEAX) 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 LCEAX. 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 LCEAX
LCEAX charges 0.81% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among LCEAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | LCEAX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | LCEAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | LCEAX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | LCEAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | LCEAX vs TILVX |
Best Risk-Adjusted Alternatives to LCEAX
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 | LCEAX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | LCEAX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | LCEAX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | LCEAX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | LCEAX vs VALAX |
Top Performing LCEAX Alternatives (YTD)
LCEAX 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 | LCEAX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | LCEAX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | LCEAX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | LCEAX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | LCEAX vs HFCVX |
Lowest Volatility Alternatives to LCEAX
LCEAX 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 | LCEAX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | LCEAX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | LCEAX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | LCEAX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | LCEAX vs ACIIX |
Lowest Drawdown Alternatives to LCEAX
LCEAX 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 | LCEAX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | LCEAX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | LCEAX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | LCEAX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | LCEAX vs PSECX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 48 | -8.99% | Oct 13, 2020 | LCEAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 28 | -1.47% | — | LCEAX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | LCEAX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 92 | 0.44% | Jul 18, 1983 | LCEAX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 36 | -2.22% | Oct 7, 1968 | LCEAX vs ACSTX | |
| Invesco Global Fund | Global Equities | 9 | -13.35% | Dec 21, 1969 | LCEAX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 20 | -9.61% | Feb 3, 1988 | LCEAX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 56 | -1.20% | Aug 2, 1960 | LCEAX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 29 | -1.41% | Jul 28, 1997 | LCEAX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 3.20% | Jun 25, 2001 | LCEAX vs VVOAX |
Often Compared With LCEAX
What investors most often compare with LCEAX, based on PortfoliosLab usage data.
Compare LCEAX with Any Fund or Stock
Compare LCEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.