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) | 2.17% | 9.33% | 8.51% | 7.12% | 10.49% | 11.16% | 9.78% | … | … |
| VHYAX (Vanguard High Dividend Yield Index Fund Admiral) | 11.50% | 25.36% | 17.78% | 11.93% | NA | NA | NA | … | … |
| PRFDX (T. ROWE PRICE EQUITY INCOME FUND T. ROWE PRICE EQUITY INCOME FUND) | 12.67% | 25.90% | 16.54% | 10.58% | 11.49% | 10.85% | 8.71% | … | … |
| FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) | 16.24% | 37.25% | 26.27% | 20.11% | 15.86% | 13.77% | 11.18% | … | … |
| VEIPX (VANGUARD EQUITY INCOME FUND INVESTOR SHARES) | 8.16% | 21.47% | 16.30% | 11.26% | 10.60% | 10.65% | 8.86% | … | … |
| MEIAX (MFS VALUE FUND A) | 6.64% | 16.08% | 13.07% | 6.84% | 9.18% | 10.10% | 8.35% | … | … |
| DODGX (DODGE & COX STOCK FUND DODGE & COX STOCK FUND) | 3.23% | 11.88% | 14.40% | 9.08% | 13.08% | 12.47% | 9.16% | … | … |
| FGIKX (FIDELITY GROWTH & INCOME PORTFOLIO CLASS K) | 7.39% | 22.79% | 20.31% | 12.76% | 13.81% | 13.10% | NA | … | … |
| TWEIX (EQUITY INCOME FUND INVESTOR CLASS) | 8.27% | 17.86% | 10.98% | 5.07% | 4.90% | 5.32% | 5.00% | … | … |
Data as of 06/17/2026, Common starting date is 02/08/2019
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