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 50 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% | 129.60B | Dec 2013 | MDDVX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.20B | Feb 2019 | MDDVX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.40B | Mar 2016 | MDDVX vs VIHAX | |
| Vanguard Equity Income Fund Admiral Shares | 0.19% | 65.40B | Aug 2001 | MDDVX vs VEIRX | |
| Vanguard Dividend Growth Fund | 0.20% | 35.70B | May 1992 | MDDVX vs VDIGX |
Best Risk-Adjusted Alternatives to MDDVX
MDDVX has a PortfoliosLab risk / return rank of 91. There are 14 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Equity Income Fund | 95 | — | Oct 1985 | MDDVX vs PRFDX | |
| Goldman Sachs Equity Income Fund | 95 | — | Feb 1993 | MDDVX vs GSGRX | |
| Russell Investments Equity Income Fund | 95 | — | Mar 2000 | MDDVX vs REAYX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | MDDVX vs VIHAX | |
| JPMorgan Equity Income Fund R6 | 94 | — | Jul 1987 | MDDVX vs OIEJX |
Top Performing MDDVX Alternatives (YTD)
MDDVX is at 17.75% YTD. There are 12 mutual funds in the Dividend category with higher YTD returns, going as high as 21.42%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Sustainable Equity Income Fund | 21.42% | — | Jan 2013 | MDDVX vs TRDIX | |
| Allspring Emerging Markets Equity Income Fund | 21.07% | — | May 2012 | MDDVX vs EQIIX | |
| Goldman Sachs Equity Income Fund | 19.46% | — | Feb 1993 | MDDVX vs GSGRX | |
| Russell Investments Equity Income Fund | 18.97% | — | Mar 2000 | MDDVX vs REAYX | |
| T. Rowe Price Equity Income Fund | 18.75% | — | Oct 1985 | MDDVX vs PRFDX |
Lowest Volatility Alternatives to MDDVX
MDDVX has 11.81% 1-year volatility. There are 54 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.96% | — | Dec 2011 | MDDVX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.37% | — | Dec 1973 | MDDVX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.15% | — | Jul 1987 | MDDVX vs CAIFX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | MDDVX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | MDDVX vs ACIIX |
Lowest Drawdown Alternatives to MDDVX
MDDVX has a 1-year max drawdown of -9.02%. There are 57 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 | |
| Goldman Sachs Equity Income Fund | -5.48% | — | Feb 1993 | MDDVX vs GSGRX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | MDDVX vs CDDYX |
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 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