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 a closer substitute for your current allocation.
Cheapest Alternatives to AUIAX
AUIAX charges 0.97% annually. There are 232 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | AUIAX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | AUIAX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | AUIAX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | AUIAX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | AUIAX vs VVIAX |
Best Risk-Adjusted Alternatives to AUIAX
AUIAX has a PortfoliosLab risk / return rank of 82. There are 142 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | AUIAX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | AUIAX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | AUIAX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | AUIAX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | AUIAX vs PKAIX |
Top Performing AUIAX Alternatives (YTD)
AUIAX is at 14.45% YTD. There are 103 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | AUIAX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | AUIAX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | AUIAX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | AUIAX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | AUIAX vs NFJEX |
Lowest Volatility Alternatives to AUIAX
AUIAX has 11.66% 1-year volatility. There are 197 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | AUIAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | AUIAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | AUIAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | AUIAX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.54% | — | Dec 2007 | AUIAX vs TMMAX |
Lowest Drawdown Alternatives to AUIAX
AUIAX has a 1-year max drawdown of -8.14%. There are 233 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | AUIAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | AUIAX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | AUIAX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | AUIAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | AUIAX vs SVAIX |
Other Mutual Funds from AllianceBernstein
The 10 most viewed AllianceBernstein mutual funds shown here include APGAX, APGYX, APGZX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 4.57% | — | Oct 1996 | AUIAX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 11 | 4.70% | — | Jan 1996 | AUIAX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 11 | 4.75% | — | Jul 2015 | AUIAX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 11 | 6.23% | — | Sep 1990 | AUIAX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 85 | 2.36% | — | Aug 2010 | AUIAX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 74 | 2.18% | — | Feb 1994 | AUIAX vs AGDAX | |
| AB Sustainable Global Thematic Fund | Global Equities | 5 | 3.52% | — | Feb 1982 | AUIAX vs ALTFX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 31 | 19.62% | — | Feb 1969 | AUIAX vs QUASX | |
| AB Income Fund | Intermediate Core-Plus Bond | 23 | 0.24% | — | Aug 1987 | AUIAX vs ACGYX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 2 | -1.22% | — | Jul 1993 | AUIAX vs AWF |
Often Compared With AUIAX
Investors most often compare AUIAX with QQQ, VOO, AWSHX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare AUIAX with Any Fund or Stock
Compare AUIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AUIAX with funds that move differently
AB Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AUIAX.
Explore AUIAX Diversifiers