BlackRock Equity Dividend Fund Class K (MKDVX) 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 MKDVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MKDVX
MKDVX charges 0.59% annually. There are 12 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 | MKDVX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.20B | Feb 2019 | MKDVX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.40B | Mar 2016 | MKDVX vs VIHAX | |
| Vanguard Dividend Growth Fund | 0.22% | 35.70B | May 1992 | MKDVX vs VDIGX | |
| American Funds Capital Income Builder Fund Class F... | 0.37% | — | Jul 1987 | MKDVX vs CAIFX |
Best Risk-Adjusted Alternatives to MKDVX
MKDVX has a PortfoliosLab risk / return rank of 80. There are 8 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund Cla... | 91 | — | Mar 2005 | MKDVX vs SVAAX | |
| Pioneer Multi-Asset Income Fund A | 88 | — | Dec 2011 | MKDVX vs PMAIX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | 87 | — | Nov 2012 | MKDVX vs CDDYX | |
| Vanguard International High Dividend Yield Index F... | 86 | 20.40B | Mar 2016 | MKDVX vs VIHAX | |
| JPMorgan Equity Income Fund R6 | 86 | — | Jul 1987 | MKDVX vs OIEJX |
Top Performing MKDVX Alternatives (YTD)
MKDVX is at 14.91% YTD. There are 5 mutual funds in the Dividend category with higher YTD returns, going as high as 16.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| JPMorgan Equity Income Fund R6 | 16.24% | — | Jul 1987 | MKDVX vs OIEJX | |
| Fidelity Dividend Growth Fund | 15.80% | — | Apr 1993 | MKDVX vs FDGFX | |
| BlackRock Equity Dividend Fund Investor A Shares | 15.47% | — | Oct 1994 | MKDVX vs MDDVX | |
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 15.35% | — | Apr 2015 | MKDVX vs FDGDX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 15.13% | — | Mar 2005 | MKDVX vs SVAAX |
Lowest Volatility Alternatives to MKDVX
MKDVX has 11.73% 1-year volatility. There are 22 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.92%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.92% | — | Dec 2011 | MKDVX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.38% | — | Dec 1973 | MKDVX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.16% | — | Jul 1987 | MKDVX vs CAIFX | |
| JPMorgan Equity Premium Income Fund Class A | 8.76% | — | Aug 2018 | MKDVX vs JEPAX | |
| John Hancock Premium Dividend Fund | 9.03% | — | Dec 1989 | MKDVX vs PDT |
Lowest Drawdown Alternatives to MKDVX
MKDVX has a 1-year max drawdown of -8.97%. 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 | MKDVX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | MKDVX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | MKDVX vs PDT | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | MKDVX vs CDDYX | |
| American Funds The Income Fund of America Class A | -6.13% | — | Dec 1973 | MKDVX 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 | 28 | 12.88% | — | Sep 2021 | MKDVX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 57 | 10.73% | — | Jul 1993 | MKDVX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 95 | 11.04% | — | Dec 2012 | MKDVX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 55 | 11.52% | — | May 2011 | MKDVX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 67 | 10.97% | — | Dec 1991 | MKDVX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 50 | 9.95% | — | Jul 2010 | MKDVX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 36 | 6.21% | — | Aug 2005 | MKDVX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 29 | 26.29% | — | Apr 2000 | MKDVX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 73 | 6.93% | — | Oct 2007 | MKDVX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 65 | 12.98% | — | Sep 1999 | MKDVX vs FAMRX |
Compare MKDVX with Any Fund or Stock
Compare MKDVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MKDVX with funds that move differently
BlackRock Equity Dividend Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MKDVX.
Explore MKDVX Diversifiers