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 a closer substitute for your current allocation.
Cheapest Alternatives to MADVX
MADVX charges 0.68% annually. There are 106 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 | MADVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | MADVX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | MADVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | MADVX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | MADVX vs VVIAX |
Best Risk-Adjusted Alternatives to MADVX
MADVX has a PortfoliosLab risk / return rank of 81. There are 133 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | MADVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | MADVX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | MADVX vs MALVX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | MADVX vs IDIVX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 95 | — | Oct 1992 | MADVX vs BBISX |
Top Performing MADVX Alternatives (YTD)
MADVX is at 14.53% YTD. There are 101 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.47% | — | Jun 2015 | MADVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.18% | — | Nov 1935 | MADVX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.83% | — | Jun 2022 | MADVX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.16% | — | Jun 2015 | MADVX vs CFJIX | |
| PIMCO RAE PLUS Fund | 22.13% | — | Jun 2005 | MADVX vs PXTIX |
Lowest Volatility Alternatives to MADVX
MADVX has 11.68% 1-year volatility. There are 199 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 | MADVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | MADVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | MADVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | MADVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.49% | — | Dec 2007 | MADVX vs TMMAX |
Lowest Drawdown Alternatives to MADVX
MADVX has a 1-year max drawdown of -9.01%. There are 265 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 | MADVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | MADVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | MADVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | MADVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | MADVX vs SVAIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 40 | 15.17% | — | Sep 2021 | MADVX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 62 | 10.45% | — | Jul 1993 | MADVX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.18% | — | Dec 2012 | MADVX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 60 | 11.17% | — | May 2011 | MADVX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 71 | 10.57% | — | Dec 1991 | MADVX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 56 | 10.47% | — | Jul 2010 | MADVX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 45 | 6.96% | — | Aug 2005 | MADVX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 40 | 28.69% | — | Apr 2000 | MADVX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 75 | 6.57% | — | Oct 2007 | MADVX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 69 | 12.59% | — | Sep 1999 | MADVX vs FAMRX |
Often Compared With MADVX
Investors most often compare MADVX with SCHD, VOO, ATRFX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare MADVX with Any Fund or Stock
Compare MADVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MADVX with funds that move differently
BlackRock Equity Dividend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MADVX.
Explore MADVX Diversifiers