Zacks Dividend Fund (ZDIVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ZDIVX
ZDIVX charges 1.30% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among ZDIVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | ZDIVX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | ZDIVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | ZDIVX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | ZDIVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | ZDIVX vs TILVX |
Best Risk-Adjusted Alternatives to ZDIVX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | ZDIVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | ZDIVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | ZDIVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | ZDIVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | ZDIVX vs VALAX |
Top Performing ZDIVX Alternatives (YTD)
ZDIVX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | ZDIVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | ZDIVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | ZDIVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | ZDIVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | ZDIVX vs HFCVX |
Lowest Volatility Alternatives to ZDIVX
ZDIVX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | ZDIVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | ZDIVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | ZDIVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | ZDIVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | ZDIVX vs ACIIX |
Lowest Drawdown Alternatives to ZDIVX
ZDIVX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | ZDIVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | ZDIVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | ZDIVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | ZDIVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | ZDIVX vs PSECX |
Other Mutual Funds from Zacks
Most popular Zacks mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Zacks All-Cap Core Fund | Large Cap Blend Equities | 43 | -5.60% | Dec 5, 2005 | ZDIVX vs CZOVX | |
| Zacks Small-Cap Core Fund | Small Cap Blend Equities | 44 | -1.81% | Jun 30, 2011 | ZDIVX vs ZSCCX |
Often Compared With ZDIVX
What investors most often compare with ZDIVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity International High Dividend ETF | Foreign Large Cap Equities, Dividend | 95 | 7.58% | Jan 16, 2018 | ZDIVX vs FIDI | |
| iShares Global Monthly Dividend Index ETF (CAD-Hed... | Global Equities | 79 | 8.39% | Jan 15, 2008 | ZDIVX vs CYH.TO | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | ZDIVX vs SCHD | |
| Vanguard FTSE Canadian High Dividend Yield Index E... | Dividend | 97 | 9.07% | Nov 2, 2012 | ZDIVX vs VDY.TO | |
| iShares Core MSCI EAFE IMI Index ETF | Global Equities | 70 | 2.29% | Apr 10, 2013 | ZDIVX vs XEF.TO | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | ZDIVX vs QQQ | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | ZDIVX vs FSPGX |
Compare ZDIVX with Any Fund or Stock
Compare ZDIVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.