BEGIX Alternatives & Similar Mutual Funds

Sterling Capital Equity Income Fund (BEGIX) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BEGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to BEGIX

BEGIX charges 0.79% annually. There are 37 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.

Symbol	Name	Expense Ratio	AUM	Inception
VDADX	Vanguard Dividend Appreciation Index Fund Admiral ...	0.07%	129.60B	Dec 2013	BEGIX vs VDADX
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	0.08%	96.20B	Feb 2019	BEGIX vs VHYAX
VIHAX	Vanguard International High Dividend Yield Index F...	0.16%	20.40B	Mar 2016	BEGIX vs VIHAX
VEIRX	Vanguard Equity Income Fund Admiral Shares	0.19%	65.40B	Aug 2001	BEGIX vs VEIRX
VDIGX	Vanguard Dividend Growth Fund	0.20%	35.70B	May 1992	BEGIX vs VDIGX

Best Risk-Adjusted Alternatives to BEGIX

BEGIX has a PortfoliosLab risk / return rank of 25. There are 70 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
VIHAX	Vanguard International High Dividend Yield Index F...	94	20.40B	Mar 2016	BEGIX vs VIHAX
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	93	—	Mar 2005	BEGIX vs SVAAX
PMAIX	Pioneer Multi-Asset Income Fund A	92	—	Dec 2011	BEGIX vs PMAIX
GSGRX	Goldman Sachs Equity Income Fund	92	—	Feb 1993	BEGIX vs GSGRX
REAYX	Russell Investments Equity Income Fund	91	—	Mar 2000	BEGIX vs REAYX

Top Performing BEGIX Alternatives (YTD)

BEGIX is at 8.95% YTD. There are 63 mutual funds in the Dividend category with higher YTD returns, going as high as 21.19%.

Symbol	Name	YTD Return	AUM	Inception
TRDIX	Transamerica Sustainable Equity Income Fund	21.19%	—	Jan 2013	BEGIX vs TRDIX
GSGRX	Goldman Sachs Equity Income Fund	18.68%	—	Feb 1993	BEGIX vs GSGRX
VIHAX	Vanguard International High Dividend Yield Index F...	18.05%	20.40B	Mar 2016	BEGIX vs VIHAX
EQIIX	Allspring Emerging Markets Equity Income Fund	17.89%	—	May 2012	BEGIX vs EQIIX
HFQAX	Janus Henderson Global Equity Income Fund	17.80%	—	Nov 2006	BEGIX vs HFQAX

Lowest Volatility Alternatives to BEGIX

BEGIX has 10.79% 1-year volatility. There are 38 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.97%.

Symbol	Name	Volatility 1Y	AUM	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	5.97%	—	Dec 2011	BEGIX vs PMAIX
AMECX	American Funds The Income Fund of America Class A	7.41%	—	Dec 1973	BEGIX vs AMECX
CAIFX	American Funds Capital Income Builder Fund Class F...	8.19%	—	Jul 1987	BEGIX vs CAIFX
TWEIX	American Century Equity Income Fund	8.59%	6.45B	Aug 1994	BEGIX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	8.61%	—	Jul 1998	BEGIX vs ACIIX

Lowest Drawdown Alternatives to BEGIX

BEGIX has a 1-year max drawdown of -7.58%. There are 37 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	-4.07%	—	Dec 2011	BEGIX vs PMAIX
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	-4.71%	—	Mar 2005	BEGIX vs SVAAX
PDT	John Hancock Premium Dividend Fund	-5.38%	—	Dec 1989	BEGIX vs PDT
GSGRX	Goldman Sachs Equity Income Fund	-5.48%	—	Feb 1993	BEGIX vs GSGRX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	-5.51%	—	Nov 2012	BEGIX vs CDDYX

Other Mutual Funds from Sterling Capital

The 10 most viewed Sterling Capital mutual funds shown here include STRGX, BIBTX, SCSPX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
STRGX	Sterling Capital Stratton Mid Cap Value Fund	Mid Cap Blend Equities	55	19.22%	—	Sep 1972	BEGIX vs STRGX
BIBTX	Sterling Capital Total Return Bond Fund	Intermediate Core Bond	19	-0.80%	—	Dec 1999	BEGIX vs BIBTX
SCSPX	Sterling Capital Quality Income Fund	Intermediate Core Bond	30	-0.25%	—	Jun 2011	BEGIX vs SCSPX
SCCPX	Sterling Capital Long Duration Corporate Bond Fund	Corporate Bonds	5	-3.07%	—	Jun 2011	BEGIX vs SCCPX
BOPIX	Sterling Capital Special Opportunities Fund	Large Cap Blend Equities	25	6.73%	—	Jun 2003	BEGIX vs BOPIX
BBISX	Sterling Capital Behavioral Large Cap Value Equity...	Large Cap Value Equities	97	22.46%	—	Oct 1992	BEGIX vs BBISX
STMDX	Sterling Capital Stratton Real Estate Fund	REIT	46	17.19%	—	May 1980	BEGIX vs STMDX
STSCX	Sterling Capital Stratton Small Cap Value Fund	Small Cap Blend Equities	83	22.23%	—	Apr 1993	BEGIX vs STSCX
BBNTX	Sterling Capital North Carolina Intermediate Tax-F...	Municipal Bonds	42	-0.75%	—	Oct 1992	BEGIX vs BBNTX
SPSCX	Sterling Capital Behavioral Small Cap Value Equity...	Small Cap Value Equities	92	24.52%	—	Jan 1997	BEGIX vs SPSCX

Often Compared With BEGIX

Investors most often compare BEGIX with BAFWX, LBSAX, HDGYX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BAFWX	Brown Advisory Sustainable Growth Fund Institution...	Large Cap Growth Equities	5	4.69%	—	Jun 2012	BEGIX vs BAFWX
LBSAX	Columbia Dividend Income Fund Class A	Large Cap Value Equities	89	12.04%	—	Nov 2002	BEGIX vs LBSAX
HDGYX	The Hartford Dividend and Growth Fund	Large Cap Value Equities	88	12.49%	—	Jul 1996	BEGIX vs HDGYX
IDIVX	Integrity Dividend Harvest Fund	Large Cap Value Equities	96	18.32%	—	May 2012	BEGIX vs IDIVX
SGENX	First Eagle Global Fund Class A	Global Allocation	75	8.19%	—	Jan 1979	BEGIX vs SGENX
PEYAX	Putnam Large Cap Value Fund	Large Cap Value Equities	92	14.98%	—	Jun 1977	BEGIX vs PEYAX
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	80	14.16%	37.18B	Feb 2022	BEGIX vs CGDV
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	87	15.65%	—	Nov 1988	BEGIX vs MADVX
RDVY	First Trust Rising Dividend Achievers ETF	Dividend, Large Cap Blend Equities	85	17.25%	24.89B	Jan 2014	BEGIX vs RDVY
BSCIX	Sterling Capital South Carolina Intermediate Tax-F...	Municipal Bonds	53	-0.46%	—	Oct 1997	BEGIX vs BSCIX
OWVAX	Sterling Capital West Virginia Intermediate Tax-Fr...	Municipal Bonds	63	-0.03%	—	Nov 1993	BEGIX vs OWVAX
RIDAX	The Income Fund of America Class R-1	Large Cap Value Equities	76	7.96%	—	Dec 1973	BEGIX vs RIDAX
MALOX	BlackRock Global Allocation Fund	Global Allocation	54	6.23%	—	Feb 1989	BEGIX vs MALOX
BVATX	Sterling Capital Virginia Intermediate Tax Free Fu...	Municipal Bonds	39	-0.72%	—	May 1999	BEGIX vs BVATX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	95	19.10%	—	Apr 2003	BEGIX vs NEIMX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	36	6.06%	—	Feb 2001	BEGIX vs HDCTX
FDVV	Fidelity High Dividend ETF	Large Cap Blend Equities, Dividend	78	12.19%	9.74B	Sep 2016	BEGIX vs FDVV
FGINX	Delaware Growth and Income Fund	Large Cap Value Equities	98	22.97%	—	Oct 1993	BEGIX vs FGINX
PVAL	Putnam Focused Large Cap Value ETF	Large Cap Value Equities	95	17.84%	13.48B	May 2021	BEGIX vs PVAL
BUFBX	Buffalo Flexible Income Fund	Large Cap Value Equities	87	14.30%	—	Aug 1994	BEGIX vs BUFBX

Compare BEGIX with Any Fund or Stock

Compare BEGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair BEGIX with funds that move differently

Sterling Capital Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BEGIX.

Explore BEGIX Diversifiers

Sterling Capital Equity Income Fund (BEGIX) Alternatives