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 297 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 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | ZDIVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | ZDIVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | ZDIVX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | ZDIVX vs VVIAX |
Best Risk-Adjusted Alternatives to ZDIVX
ZDIVX has a PortfoliosLab risk / return rank of 76. There are 128 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 | |
|---|---|---|---|---|---|
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | ZDIVX vs IDIVX | |
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | ZDIVX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | ZDIVX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | ZDIVX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | ZDIVX vs SABTX |
Top Performing ZDIVX Alternatives (YTD)
ZDIVX is at 10.79% YTD. There are 145 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.70%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 24.70% | — | May 2006 | ZDIVX vs VALAX | |
| PIMCO RAE US Fund | 23.90% | — | Jun 2015 | ZDIVX vs PKAIX | |
| North Square Advisory Research Small Cap Value Fun... | 23.30% | — | Nov 2009 | ZDIVX vs ADVGX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 22.82% | — | Jun 2022 | ZDIVX vs AVLVX | |
| AMG Yacktman Focused Fund | 22.07% | — | May 1997 | ZDIVX vs YAFFX |
Lowest Volatility Alternatives to ZDIVX
ZDIVX has 9.86% 1-year volatility. There are 35 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 | 3.63% | — | Feb 2021 | ZDIVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.32% | — | Dec 1973 | ZDIVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.61% | — | Feb 1996 | ZDIVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.42% | — | Dec 2007 | ZDIVX vs TMMAX |
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 | 64 | 12.12% | — | Dec 2005 | ZDIVX vs CZOVX | |
| Zacks Small-Cap Core Fund | Small Cap Blend Equities | 86 | 30.57% | — | 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