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The Best Global Equity Income Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Global Equity Income mutual funds.

Number of Funds
9
Avg. Expense Ratio
0.71%
Avg. Yield
8.86%
Avg. 1 Year Return
25.51%
Median Risk/Return Score
51 / 100
The Best Global Equity Income Mutual Funds

6 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
abrdn Global Dynamic Dividend FundGlobal Equity IncomeMay 11, 20061.14%
11.24%
13.27%
11.26%
21
Eaton Vance Tax-Managed Global Diversified Equity ...Dividend, Global Equity IncomeFeb 27, 20071.07%
5.04%
10.86%
8.21%
34
Janus Henderson International Dividend Fund Class ...Global Equity IncomeJun 5, 20170.90%
16.94%
6.55%
52
Janus Henderson International Dividend Fund Class ...Global Equity IncomeAug 1, 20121.27%
16.86%
6.45%
51
Janus Henderson Global Equity Income Fund Class TGlobal Equity IncomeNov 30, 20060.95%
13.45%
6.05%
65
NXG NextGen Infrastructure Income FundGlobal Equity IncomeSep 28, 20121.00%
23.39%
11.15%
48

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Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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Best Global Equity Income Mutual funds by Risk/Return Score

The top Global Equity Income Mutual funds by PortfoliosLab Risk/Return Score are HFQTX (65) and HDDVX (52). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing Global Equity Income Mutual funds Over 5 Years

The top Global Equity Income Mutual funds is HDDVX (13.07%). Across the lineup, Global Equity Income Mutual funds show an average 1-year return of 25.51% and an average 5-year return of 9.10%, providing a clearer view of performance across different investment horizons.

Lowest-Cost Global Equity Income Mutual funds

The top Global Equity Income Mutual funds is HDDVX (0.90%). With an average expense ratio of 0.71%, Global Equity Income Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Highest-Yield Global Equity Income Mutual funds

The top Global Equity Income Mutual funds is AGD (11.26%). Across the lineup, Global Equity Income Mutual funds show an average dividend yield of 8.86%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

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