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 19 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation Index Fund Admiral ... | 0.07% | 127.80B | Dec 2013 | MDDVX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.10B | Feb 2019 | MDDVX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.50B | Mar 2016 | MDDVX vs VIHAX | |
| Vanguard Dividend Growth Fund | 0.22% | 36.40B | May 1992 | MDDVX vs VDIGX | |
| American Funds Capital Income Builder Fund Class F... | 0.37% | — | Jul 1987 | MDDVX vs CAIFX |
Best Risk-Adjusted Alternatives to MDDVX
MDDVX has a PortfoliosLab risk / return rank of 77. There are 9 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Columbia Dividend Income Fund Institutional 3 Clas... | 87 | — | Nov 2012 | MDDVX vs CDDYX | |
| Vanguard International High Dividend Yield Index F... | 87 | 20.50B | Mar 2016 | MDDVX vs VIHAX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 86 | — | Mar 2005 | MDDVX vs SVAAX | |
| Pioneer Multi-Asset Income Fund A | 83 | — | Dec 2011 | MDDVX vs PMAIX | |
| JPMorgan Equity Income Fund R6 | 83 | — | Jul 1987 | MDDVX vs OIEJX |
Top Performing MDDVX Alternatives (YTD)
MDDVX is at 13.53% YTD. There are 4 mutual funds in the Dividend category with higher YTD returns, going as high as 16.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Dividend Growth Fund | 16.41% | — | Apr 1993 | MDDVX vs FDGFX | |
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 15.94% | — | Apr 2015 | MDDVX vs FDGDX | |
| JPMorgan Equity Income Fund R6 | 14.90% | — | Jul 1987 | MDDVX vs OIEJX | |
| Vanguard International High Dividend Yield Index F... | 14.28% | 20.50B | Mar 2016 | MDDVX vs VIHAX | |
| Janus Henderson U.S. Dividend Income Fund Class D | 13.43% | — | Dec 2022 | MDDVX vs JDDVX |
Lowest Volatility Alternatives to MDDVX
MDDVX has 11.68% 1-year volatility. There are 21 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.93%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.93% | — | Dec 2011 | MDDVX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.41% | — | Dec 1973 | MDDVX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.18% | — | Jul 1987 | MDDVX vs CAIFX | |
| JPMorgan Equity Premium Income Fund Class A | 8.76% | — | Aug 2018 | MDDVX vs JEPAX | |
| John Hancock Premium Dividend Fund | 8.97% | — | Dec 1989 | MDDVX vs PDT |
Lowest Drawdown Alternatives to MDDVX
MDDVX has a 1-year max drawdown of -9.02%. There are 20 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 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 | 41 | 15.39% | — | Sep 2021 | MDDVX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 66 | 10.86% | — | Jul 1993 | MDDVX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.80% | — | Dec 2012 | MDDVX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 65 | 11.83% | — | May 2011 | MDDVX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 75 | 11.27% | — | Dec 1991 | MDDVX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 58 | 10.47% | — | Jul 2010 | MDDVX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 47 | 6.76% | — | Aug 2005 | MDDVX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 47 | 32.23% | — | Apr 2000 | MDDVX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 78 | 7.07% | — | Oct 2007 | MDDVX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 74 | 13.41% | — | Sep 1999 | MDDVX vs FAMRX |
Often Compared With MDDVX
Investors most often compare MDDVX with FKIQX, VADGX, FFNOX. These 20 comparison targets span 8 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