Dividend-focused funds invest in companies with a history of consistent dividend payments and growth. Suitable for income-oriented investors, retirees seeking cash flow, and those wanting exposure to mature, cash-generating businesses.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VDIGX (VANGUARD DIVIDEND GROWTH FUND INVESTOR SHARES) | 2.69% | 10.70% | 8.70% | 7.52% | 10.47% | 11.14% | 9.81% | … | … |
| VHYAX (Vanguard High Dividend Yield Index Fund Admiral) | 10.90% | 24.49% | 17.57% | 12.25% | NA | NA | NA | … | … |
| PRFDX (T. ROWE PRICE EQUITY INCOME FUND T. ROWE PRICE EQUITY INCOME FUND) | 13.45% | 26.66% | 16.81% | 11.18% | 11.48% | 10.87% | 8.74% | … | … |
| FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) | 18.23% | 39.50% | 26.98% | 20.88% | 15.99% | 13.87% | 11.28% | … | … |
| VEIPX (VANGUARD EQUITY INCOME FUND INVESTOR SHARES) | 7.79% | 20.90% | 16.17% | 11.61% | 10.49% | 10.58% | 8.84% | … | … |
| MEIAX (MFS VALUE FUND A) | 6.36% | 15.80% | 12.97% | 7.17% | 9.07% | 10.05% | 8.33% | … | … |
| DODGX (DODGE & COX STOCK FUND DODGE & COX STOCK FUND) | 2.92% | 11.55% | 14.29% | 9.41% | 12.96% | 12.43% | 9.15% | … | … |
| FGIKX (FIDELITY GROWTH & INCOME PORTFOLIO CLASS K) | 7.94% | 23.20% | 20.51% | 13.25% | 13.78% | 13.13% | NA | … | … |
| TWEIX (EQUITY INCOME FUND INVESTOR CLASS) | 8.27% | 17.86% | 10.98% | 5.42% | 4.84% | 5.29% | 5.00% | … | … |
Data as of 06/18/2026, Common starting date is 02/08/2019
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