Zacks Dividend Fund (ZDIVX) 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 ZDIVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ZDIVX
ZDIVX charges 1.30% annually. There are 296 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 | ZDIVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | ZDIVX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | ZDIVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | ZDIVX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | ZDIVX vs VVIAX |
Best Risk-Adjusted Alternatives to ZDIVX
ZDIVX has a PortfoliosLab risk / return rank of 80. There are 139 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 | ZDIVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | ZDIVX vs FGINX | |
| PIMCO RAE US Fund | 95 | — | Jun 2015 | ZDIVX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | ZDIVX vs MALVX | |
| LSV Conservative Value Equity Fund | 95 | — | Mar 2007 | ZDIVX vs LSVVX |
Top Performing ZDIVX Alternatives (YTD)
ZDIVX is at 11.96% YTD. There are 146 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 28.94% | — | Nov 1935 | ZDIVX vs LEXCX | |
| PIMCO RAE US Fund | 27.71% | — | Jun 2015 | ZDIVX vs PKAIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.51% | — | Jun 2022 | ZDIVX vs AVLVX | |
| PIMCO RAE PLUS Fund | 23.17% | — | Jun 2005 | ZDIVX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 21.68% | — | May 2000 | ZDIVX vs NFJEX |
Lowest Volatility Alternatives to ZDIVX
ZDIVX has 9.85% 1-year volatility. There are 38 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | ZDIVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | ZDIVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | ZDIVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.46% | — | Feb 1996 | ZDIVX vs FALGX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | ZDIVX vs ACIIX |
Lowest Drawdown Alternatives to ZDIVX
ZDIVX has a 1-year max drawdown of -6.93%. There are 111 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 | ZDIVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | ZDIVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | ZDIVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | ZDIVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | ZDIVX vs SVAIX |
Other Mutual Funds from Zacks
The 2 most viewed Zacks mutual funds shown here include CZOVX, ZSCCX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Zacks All-Cap Core Fund | Large Cap Blend Equities | 53 | 10.59% | — | Dec 2005 | ZDIVX vs CZOVX | |
| Zacks Small-Cap Core Fund | Small Cap Blend Equities | 78 | 23.10% | — | Jun 2011 | ZDIVX vs ZSCCX |
Often Compared With ZDIVX
Investors most often compare ZDIVX with FIDI, CYH.TO, SCHD. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare ZDIVX with Any Fund or Stock
Compare ZDIVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ZDIVX with funds that move differently
Zacks Dividend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ZDIVX.
Explore ZDIVX Diversifiers