BlackRock Equity Dividend Fund (MADVX) Alternatives

BlackRock Equity Dividend Fund (MADVX) 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 MADVX. 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 MADVX

MADVX charges 0.68% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among MADVX alternatives.

Symbol	Name	Expense Ratio	Inception
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	Dec 6, 2012	MADVX vs FBLEX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	Dec 20, 2017	MADVX vs SWLVX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	Jun 7, 2016	MADVX vs FLCOX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	Jul 2, 1998	MADVX vs VIVIX
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	Oct 1, 2002	MADVX vs TILVX

Best Risk-Adjusted Alternatives to MADVX

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
VIHAX	Vanguard International High Dividend Yield Index F...	92	Mar 2, 2016	MADVX vs VIHAX
FGINX	Delaware Growth and Income Fund	88	Oct 4, 1993	MADVX vs FGINX
TOWFX	Towpath Focus Fund	87	Dec 31, 2019	MADVX vs TOWFX
NEIMX	Neiman Large Cap Value Fund	86	Apr 1, 2003	MADVX vs NEIMX
VALAX	Al Frank Fund	85	May 1, 2006	MADVX vs VALAX

Top Performing MADVX Alternatives (YTD)

MADVX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
AVERX	Ave Maria Value Focused Fund	18.00%	Jan 1, 1984	MADVX vs AVERX
LEXCX	Voya Corporate Leaders Trust Fund	15.27%	Nov 18, 1935	MADVX vs LEXCX
GQHPX	GQG Partners US Quality Dividend Income Fund	11.95%	Jun 29, 2021	MADVX vs GQHPX
YAFFX	AMG Yacktman Focused Fund	8.59%	May 1, 1997	MADVX vs YAFFX
HFCVX	Hennessy Cornerstone Value Fund	8.31%	Nov 1, 1996	MADVX vs HFCVX

Lowest Volatility Alternatives to MADVX

MADVX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	4.68%	Feb 1, 2021	MADVX vs ACTIX
RIDAX	The Income Fund of America Class R-1	9.48%	Dec 1, 1973	MADVX vs RIDAX
HDCTX	Rational Equity Armor Fund	11.05%	Feb 28, 2001	MADVX vs HDCTX
TWEIX	American Century Equity Income Fund	11.59%	Aug 1, 1994	MADVX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	11.61%	Jul 8, 1998	MADVX vs ACIIX

Lowest Drawdown Alternatives to MADVX

MADVX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	-3.07%	Feb 1, 2021	MADVX vs ACTIX
HDCTX	Rational Equity Armor Fund	-6.95%	Feb 28, 2001	MADVX vs HDCTX
AUXFX	Auxier Focus Fund	-8.19%	Jul 9, 1999	MADVX vs AUXFX
RIDAX	The Income Fund of America Class R-1	-8.25%	Dec 1, 1973	MADVX vs RIDAX
PSECX	1789 Growth and Income Fund	-8.36%	Jan 21, 2011	MADVX vs PSECX

Other Mutual Funds from BlackRock

Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	51	-9.12%	Jan 18, 2000	MADVX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	7	-11.11%	Feb 4, 2004	MADVX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	68	-3.56%	Sep 6, 1994	MADVX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	46	-6.78%	Sep 6, 1994	MADVX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	46	-7.06%	Jul 30, 1993	MADVX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	16	-6.71%	Sep 28, 2021	MADVX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	62	-4.27%	May 30, 2011	MADVX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	70	-2.99%	Dec 30, 1991	MADVX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	8	6.59%	Jul 30, 2010	MADVX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	27	-7.23%	Aug 30, 2005	MADVX vs BDJ

Often Compared With MADVX

What investors most often compare with MADVX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	MADVX vs SCHD
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	MADVX vs VOO
ATRFX	Catalyst Systematic Alpha Class I	Multistrategy	3	-17.98%	Jul 31, 2014	MADVX vs ATRFX
IDIVX	Integrity Dividend Harvest Fund	Large Cap Value Equities	80	4.46%	May 1, 2012	MADVX vs IDIVX
VDIGX	Vanguard Dividend Growth Fund	Large Cap Blend Equities, Dividend	10	-6.99%	May 15, 1992	MADVX vs VDIGX
SPYD	SPDR Portfolio S&P 500 High Dividend ETF	S&P 500, Dividend	30	6.32%	Oct 21, 2015	MADVX vs SPYD
DGRO	iShares Core Dividend Growth ETF	Large Cap Growth Equities, Dividend	69	1.57%	Jun 10, 2014	MADVX vs DGRO
SPHD	Invesco S&P 500® High Dividend Low Volatility ETF	S&P 500, Dividend	20	4.64%	Oct 18, 2012	MADVX vs SPHD
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Large Cap Growth Equities	65	-4.00%	Jan 20, 2004	MADVX vs ITOT
LVHD	Legg Mason Low Volatility High Dividend ETF	Volatility Hedged Equity, Dividend	37	6.93%	Dec 29, 2015	MADVX vs LVHD
IGAAX	American Funds International Growth and Income Fun...	Foreign Large Cap Equities	84	-0.77%	Oct 1, 2008	MADVX vs IGAAX
FRA	BlackRock Floating Rate Income Strategies Fund Inc	Bank Loan	3	-3.38%	Oct 29, 2003	MADVX vs FRA
TRVLX	T. Rowe Price Value Fund	Large Cap Value Equities	52	2.49%	—	MADVX vs TRVLX
MADCX	BlackRock Emerging Markets Fund, Inc.	Emerging Markets Diversified	75	-1.26%	Aug 31, 1989	MADVX vs MADCX
BEGIX	Sterling Capital Equity Income Fund	Large Cap Value Equities	5	-2.03%	Jun 30, 2004	MADVX vs BEGIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	43	-0.27%	Jul 2, 1987	MADVX vs OIEJX
VGT	Vanguard Information Technology ETF	Technology Equities	67	-7.34%	Mar 25, 2004	MADVX vs VGT
HDV	iShares Core High Dividend ETF	Large Cap Value Equities, Dividend	70	12.30%	Mar 29, 2011	MADVX vs HDV
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	78	-2.26%	Feb 22, 2022	MADVX vs CGDV
JEPI	JPMorgan Equity Premium Income ETF	Actively Managed, Dividend, Derivative Income	39	0.20%	May 20, 2020	MADVX vs JEPI

Compare MADVX with Any Fund or Stock

Compare MADVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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BlackRock Equity Dividend Fund

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