T. Rowe Price Dividend Growth Fund (PDGIX) 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 PDGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PDGIX
PDGIX charges 0.51% annually. There are 51 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 | PDGIX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | PDGIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | PDGIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | PDGIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | PDGIX vs VVIAX |
Best Risk-Adjusted Alternatives to PDGIX
PDGIX has a PortfoliosLab risk / return rank of 53. There are 191 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | PDGIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | PDGIX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | PDGIX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | PDGIX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | PDGIX vs AVLVX |
Top Performing PDGIX Alternatives (YTD)
PDGIX is at 8.62% YTD. There are 211 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | PDGIX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | PDGIX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | PDGIX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | PDGIX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | PDGIX vs NPRTX |
Lowest Volatility Alternatives to PDGIX
PDGIX has 9.88% 1-year volatility. There are 32 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | PDGIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | PDGIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | PDGIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | PDGIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | PDGIX vs TMMAX |
Lowest Drawdown Alternatives to PDGIX
PDGIX has a 1-year max drawdown of -7.32%. There are 163 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 | PDGIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | PDGIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | PDGIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | PDGIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | PDGIX vs SVAIX |
Other Mutual Funds from T. Rowe Price
The 10 most viewed T. Rowe Price mutual funds shown here include TRBCX, PRWCX, PRDGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | Large Cap Growth Equities | 12 | 0.19% | — | Jun 1993 | PDGIX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 39 | 4.53% | — | Jun 1986 | PDGIX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 52 | 8.54% | — | Dec 1992 | PDGIX vs PRDGX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 13 | 0.15% | — | Sep 1985 | PDGIX vs PRWAX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 64 | 10.53% | — | Nov 1994 | PDGIX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 13 | 0.26% | — | — | PDGIX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 64 | 9.68% | — | Mar 1990 | PDGIX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 11 | -0.26% | — | Oct 2001 | PDGIX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 89 | 44.94% | — | Sep 1987 | PDGIX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 31 | 8.90% | — | Feb 2004 | PDGIX vs TRRJX |
Often Compared With PDGIX
Investors most often compare PDGIX with SCHD, VIMAX, FXAIX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare PDGIX with Any Fund or Stock
Compare PDGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PDGIX with funds that move differently
T. Rowe Price Dividend Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PDGIX.
Explore PDGIX Diversifiers