BlackRock Equity Dividend Fund Investor A Shares (MDDVX) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MDDVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MDDVX
MDDVX charges 0.94% annually. There are 18 mutual funds in the Dividend category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 94.60B | Feb 2019 | MDDVX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.22% | 20.00B | Mar 2016 | MDDVX vs VIHAX | |
| Vanguard Dividend Growth Fund | 0.27% | 36.80B | May 1992 | MDDVX vs VDIGX | |
| American Funds Capital Income Builder Fund Class F... | 0.37% | — | Jul 1987 | MDDVX vs CAIFX | |
| American Funds Fundamental Investors® Class F-2 | 0.39% | — | Aug 1978 | MDDVX vs FINFX |
Best Risk-Adjusted Alternatives to MDDVX
MDDVX has a PortfoliosLab risk / return rank of 60. There are 14 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 89 | — | Dec 2011 | MDDVX vs PMAIX | |
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 88 | — | Apr 2015 | MDDVX vs FDGDX | |
| EuroPac International Dividend Income Fund Class A | 87 | — | Jan 2014 | MDDVX vs EPDPX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 81 | 94.60B | Feb 2019 | MDDVX vs VHYAX | |
| Goldman Sachs U.S. Equity Dividend and Premium Fun... | 75 | — | Aug 2010 | MDDVX vs GSPAX |
Top Performing MDDVX Alternatives (YTD)
MDDVX is at 9.51% YTD. There are 12 mutual funds in the Dividend category with higher YTD returns, going as high as 17.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 17.18% | — | Apr 2015 | MDDVX vs FDGDX | |
| American Funds Fundamental Investors® Class F-2 | 15.23% | — | Aug 1978 | MDDVX vs FINFX | |
| EuroPac International Dividend Income Fund Class A | 13.86% | — | Jan 2014 | MDDVX vs EPDPX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 12.92% | 94.60B | Feb 2019 | MDDVX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 12.57% | 20.00B | Mar 2016 | MDDVX vs VIHAX |
Lowest Volatility Alternatives to MDDVX
MDDVX has 11.10% 1-year volatility. There are 19 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.64% | — | Dec 2011 | MDDVX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.17% | — | Dec 1973 | MDDVX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 7.99% | — | Jul 1987 | MDDVX vs CAIFX | |
| JPMorgan Equity Premium Income Fund Class A | 8.60% | — | Aug 2018 | MDDVX vs JEPAX | |
| John Hancock Premium Dividend Fund | 8.93% | — | Dec 1989 | MDDVX vs PDT |
Lowest Drawdown Alternatives to MDDVX
MDDVX has a 1-year max drawdown of -9.02%. There are 19 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | MDDVX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | MDDVX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | MDDVX vs PDT | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | MDDVX vs CDDYX | |
| American Funds The Income Fund of America Class A | -6.13% | — | Dec 1973 | MDDVX vs AMECX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | MDDVX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | MDDVX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | MDDVX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | MDDVX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | MDDVX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | MDDVX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | MDDVX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | MDDVX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | MDDVX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | MDDVX vs ASFYX |
Often Compared With MDDVX
Investors most often compare MDDVX with FKIQX, FFNOX, FCNTX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare MDDVX with Any Fund or Stock
Compare MDDVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MDDVX with funds that move differently
BlackRock Equity Dividend Fund Investor A Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MDDVX.
Explore MDDVX Diversifiers