Matrix Advisors Dividend Fund (MADFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MADFX
MADFX charges 1.23% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among MADFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | MADFX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | MADFX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | MADFX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | MADFX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | MADFX vs TILVX |
Best Risk-Adjusted Alternatives to MADFX
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 | MADFX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | MADFX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | MADFX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | MADFX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | MADFX vs VALAX |
Top Performing MADFX Alternatives (YTD)
MADFX 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 | MADFX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | MADFX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | MADFX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | MADFX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | MADFX vs HFCVX |
Lowest Volatility Alternatives to MADFX
MADFX 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 | MADFX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | MADFX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | MADFX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | MADFX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | MADFX vs ACIIX |
Lowest Drawdown Alternatives to MADFX
MADFX 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 | MADFX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | MADFX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | MADFX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | MADFX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | MADFX vs PSECX |
Often Compared With MADFX
What investors most often compare with MADFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard High Dividend Yield ETF | Dividend | 72 | 3.80% | Feb 7, 2019 | MADFX vs VYM |
Compare MADFX with Any Fund or Stock
Compare MADFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.