Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | American Mutual Fund · AMRMX, RMFAX, RMFBX, RMFCX, RMFEX, RMFFX, AMFCX, AMFFX, CMLAX, CMLCX, CMLEX, CMLFX, AMRFX, RMFGX, RMEBX, RMFHX, AFMFX, TAFMX, TAMFX, FFMMX, FFFMX cheaper | 82% | 0.27% | Capital Research and Management Company |
| 2 | Capital Group Dividend Value ETF · CGDV | 57% | 0.33% | Capital Research and Management Company |
| 3 | Capital Group Core Equity ETF · CGUS | 54% | 0.33% | Capital Research and Management Company |
| 4 | Washington Mutual Investors Fund · AWSHX, RWMAX, RWMBX, RWMCX, RWMEX, RWMFX, WSHCX, WSHFX, CWMAX, CWMCX, CWMEX, CWMFX, WMFFX, RWMGX, RWEBX, RWMHX, FWMIX, TMWMX, TWMMX, FWMMX, FWWMX cheaper | 52% | 0.26% | Capital Research and Management Company |
| 5 | Washington Mutual Investors Fund cheaper | 52% | 0.25% | Capital Research and Management Company |
| 6 | Growth-Income Fund cheaper | 51% | 0.28% | Capital Research and Management Company |
| 7 | Investment Co of America · AIVSX, RICAX, RICBX, RICCX, RICEX, RICFX, AICCX, AICFX, CICAX, CICCX, CICEX, CICFX, ICAFX, RICGX, RIBEX, RICHX, FFICX, TIACX, TICAX, FCIAX, FAOOX cheaper | 48% | 0.27% | Capital Research and Management Company |
| 8 | Capital Group U.S. Equity Fund · CUSEX | 46% | 0.43% | Capital Research and Management Company |
| 9 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 44% | 0.08% | BlackRock Fund Advisors |
| 10 | Dividend Growth Portfolio diff. adviser | 44% | 0.67% | Pacific Life Fund Advisors LLC |
| 11 | T. Rowe Price Dividend Growth Fund, Inc. · PRDGX, TADGX, PDGIX, TRZDX cheaper diff. adviser | 43% | 0.00% | T. Rowe Price Associates, Inc. |
| 12 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 42% | 0.98% | HORIZON INVESTMENTS LLC. |
| 13 | Carillon Eagle Growth & Income Fund · HIGJX, HIGUX, HRCVX, HIGCX cheaper diff. adviser | 42% | 0.07% | Carillon Tower Advisers, Inc. |
| 14 | T. Rowe Price Dividend Growth ETF · TDVG diff. adviser | 41% | 0.50% | T. Rowe Price Associates, Inc. |
| 15 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 40% | 0.28% | WisdomTree Asset Management, Inc. |
| 16 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX | 40% | 0.62% | — |
| 17 | Alger Growth & Income Portfolio · AIGOX diff. adviser | 40% | 0.85% | Fred Alger Management, Inc. |
| 18 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 40% | 0.89% | Charles Schwab Investment Management, Inc. |
| 19 | Fidelity Dividend ETF for Rising Rates · FDRR cheaper diff. adviser | 39% | 0.15% | Fidelity Management & Research Company LLC |
| 20 | Bahl & Gaynor Income Growth ETF · BGIG diff. adviser | 39% | 0.45% | BAHL & GAYNOR, INC. |
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