Matrix Advisors Dividend Fund (MADFX) 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 MADFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MADFX
MADFX charges 1.23% annually. There are 287 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 | MADFX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | MADFX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | MADFX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | MADFX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | MADFX vs TILVX |
Best Risk-Adjusted Alternatives to MADFX
MADFX has a PortfoliosLab risk / return rank of 46. There are 236 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 | MADFX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | MADFX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | MADFX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | MADFX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | MADFX vs AVLVX |
Top Performing MADFX Alternatives (YTD)
MADFX is at 11.97% YTD. There are 148 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.85%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 24.85% | — | Jun 2015 | MADFX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | MADFX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | MADFX vs AVLVX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | MADFX vs YAFFX | |
| Al Frank Fund | 22.41% | — | May 2006 | MADFX vs VALAX |
Lowest Volatility Alternatives to MADFX
MADFX has 11.23% 1-year volatility. There are 148 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 | MADFX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | MADFX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | MADFX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | MADFX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.50% | — | Dec 2007 | MADFX vs TMMAX |
Lowest Drawdown Alternatives to MADFX
MADFX has a 1-year max drawdown of -8.81%. There are 258 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 | MADFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | MADFX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | MADFX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | MADFX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | MADFX vs SVAIX |
Often Compared With MADFX
Investors most often compare MADFX with VYM, TWEIX, NEIMX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare MADFX with Any Fund or Stock
Compare MADFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MADFX with funds that move differently
Matrix Advisors Dividend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MADFX.
Explore MADFX Diversifiers