AB Equity Income Fund (AUIAX) Alternatives
AB Equity Income Fund (AUIAX) 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 AUIAX. 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 AUIAX
AUIAX charges 0.97% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among AUIAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | AUIAX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | AUIAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | AUIAX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | AUIAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | AUIAX vs TILVX |
Best Risk-Adjusted Alternatives to AUIAX
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... | 94 | Mar 2, 2016 | AUIAX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | AUIAX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | AUIAX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | AUIAX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | AUIAX vs NEIMX |
Top Performing AUIAX Alternatives (YTD)
AUIAX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 19.97% | Jan 1, 1984 | AUIAX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | AUIAX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | AUIAX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | AUIAX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | AUIAX vs SVAIX |
Lowest Volatility Alternatives to AUIAX
AUIAX 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 | 4.71% | Feb 1, 2021 | AUIAX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.54% | Dec 1, 1973 | AUIAX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | AUIAX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | AUIAX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | AUIAX vs ACIIX |
Lowest Drawdown Alternatives to AUIAX
AUIAX 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 | AUIAX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | AUIAX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | AUIAX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | AUIAX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | AUIAX vs RIDAX |
Other Mutual Funds from AllianceBernstein
Most popular AllianceBernstein mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Class A | Large Cap Growth Equities | 23 | -9.74% | Oct 1, 1996 | AUIAX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 23 | -9.68% | Jan 10, 1996 | AUIAX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 23 | -9.67% | Jul 1, 2015 | AUIAX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 18 | -9.55% | Sep 4, 1990 | AUIAX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 34 | -0.28% | Aug 31, 2010 | AUIAX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 81 | -1.36% | Feb 25, 1994 | AUIAX vs AGDAX | |
| AB Income Fund | Intermediate Core-Plus Bond | 34 | -0.77% | Aug 28, 1987 | AUIAX vs ACGYX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 30 | -2.76% | Feb 12, 1969 | AUIAX vs QUASX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 7 | -3.71% | Jul 28, 1993 | AUIAX vs AWF | |
| AB Sustainable Global Thematic Fund | Global Equities | 9 | -7.97% | Feb 28, 1982 | AUIAX vs ALTFX |
Often Compared With AUIAX
What investors most often compare with AUIAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Large Cap Growth Equities | 65 | -4.76% | Mar 10, 1999 | AUIAX vs QQQ | |
| Vanguard S&P 500 ETF | S&P 500 | 60 | -3.66% | Sep 7, 2010 | AUIAX vs VOO | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 48 | 1.64% | Jul 2, 1987 | AUIAX vs OIEJX | |
| Schwab U.S. Dividend Equity ETF | Dividend | 43 | 12.17% | Oct 20, 2011 | AUIAX vs SCHD | |
| American Funds Washington Mutual Investors Fund Cl... | Large Cap Blend Equities | 48 | -3.17% | Jul 31, 1952 | AUIAX vs AWSHX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 73 | 9.21% | Nov 1, 1996 | AUIAX vs HFCVX | |
| 1789 Growth and Income Fund | Large Cap Value Equities | 24 | -0.58% | Jan 21, 2011 | AUIAX vs PSECX |
Compare AUIAX with Any Fund or Stock
Compare AUIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.