Vanguard Dividend Growth Fund (VDIGX) 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 VDIGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VDIGX
VDIGX charges 0.22% annually. There are 3 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 | VDIGX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.10B | Feb 2019 | VDIGX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.50B | Mar 2016 | VDIGX vs VIHAX | |
| American Funds Capital Income Builder Fund Class F... | 0.37% | — | Jul 1987 | VDIGX vs CAIFX | |
| American Funds Fundamental Investors® Class F-2 | 0.39% | — | Aug 1978 | VDIGX vs FINFX |
Best Risk-Adjusted Alternatives to VDIGX
VDIGX has a PortfoliosLab risk / return rank of 20. There are 27 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 | VDIGX vs CDDYX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 86 | — | Mar 2005 | VDIGX vs SVAAX | |
| Vanguard International High Dividend Yield Index F... | 85 | 20.50B | Mar 2016 | VDIGX vs VIHAX | |
| JPMorgan Equity Income Fund R6 | 84 | — | Jul 1987 | VDIGX vs OIEJX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 83 | 96.10B | Feb 2019 | VDIGX vs VHYAX |
Top Performing VDIGX Alternatives (YTD)
VDIGX is at 5.01% YTD. There are 28 mutual funds in the Dividend category with higher YTD returns, going as high as 15.51%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| JPMorgan Equity Income Fund R6 | 15.51% | — | Jul 1987 | VDIGX vs OIEJX | |
| Fidelity Dividend Growth Fund | 15.11% | — | Apr 1993 | VDIGX vs FDGFX | |
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 15.05% | — | Apr 2015 | VDIGX vs FDGDX | |
| BlackRock Equity Dividend Fund Investor A Shares | 14.35% | — | Oct 1994 | VDIGX vs MDDVX | |
| Janus Henderson U.S. Dividend Income Fund Class D | 13.58% | — | Dec 2022 | VDIGX vs JDDVX |
Lowest Volatility Alternatives to VDIGX
VDIGX has 10.16% 1-year volatility. There are 10 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 | VDIGX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.41% | — | Dec 1973 | VDIGX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.20% | — | Jul 1987 | VDIGX vs CAIFX | |
| JPMorgan Equity Premium Income Fund Class A | 8.77% | — | Aug 2018 | VDIGX vs JEPAX | |
| John Hancock Premium Dividend Fund | 9.02% | — | Dec 1989 | VDIGX vs PDT |
Lowest Drawdown Alternatives to VDIGX
VDIGX has a 1-year max drawdown of -9.09%. There are 21 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 | VDIGX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | VDIGX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | VDIGX vs PDT | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | VDIGX vs CDDYX | |
| American Funds The Income Fund of America Class A | -6.13% | — | Dec 1973 | VDIGX vs AMECX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 7 categories. AUM among these funds goes as high as $2T.
Often Compared With VDIGX
Investors most often compare VDIGX with VIG, SCHD, VOO. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare VDIGX with Any Fund or Stock
Compare VDIGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VDIGX with funds that move differently
Vanguard Dividend Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VDIGX.
Explore VDIGX Diversifiers