BlackRock Equity Dividend Fund Institutional Shares (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 0.71% annually. There are 132 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 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | MADVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | MADVX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | MADVX vs VVIAX |
Best Risk-Adjusted Alternatives to MADVX
MADVX has a PortfoliosLab risk / return rank of 92. There are 121 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 98 | — | Jun 2015 | MADVX vs PKAIX | |
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | MADVX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | MADVX vs FGINX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | MADVX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 98 | — | Dec 1999 | MADVX vs MALVX |
Top Performing MADVX Alternatives (YTD)
MADVX is at 17.98% YTD. There are 90 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.79% | — | Jun 2015 | MADVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 28.28% | — | Nov 1935 | MADVX vs LEXCX | |
| AMG Yacktman Focused Fund | 26.29% | — | May 1997 | MADVX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 26.11% | — | Jun 2022 | MADVX vs AVLVX | |
| North Square Advisory Research Small Cap Value Fun... | 26.10% | — | Nov 2009 | MADVX vs ADVGX |
Lowest Volatility Alternatives to MADVX
MADVX has 11.81% 1-year volatility. There are 206 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.61% | — | Feb 2021 | MADVX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | MADVX vs FALGX | |
| The Income Fund of America Class R-1 | 7.33% | — | Dec 1973 | MADVX vs RIDAX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | MADVX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | MADVX vs ACIIX |
Lowest Drawdown Alternatives to MADVX
MADVX has a 1-year max drawdown of -9.01%. There are 264 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 Equity Income 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 10 categories.
Often Compared With MADVX
Investors most often compare MADVX with SCHD, VOO, ATRFX. These 20 comparison targets span 10 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 Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MADVX.
Explore MADVX Diversifiers