Sterling Capital Equity Income Fund (BEGIX) Alternatives
Sterling Capital Equity Income Fund (BEGIX) 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 BEGIX. 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 BEGIX
BEGIX charges 0.79% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among BEGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | BEGIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | BEGIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | BEGIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | BEGIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | BEGIX vs TILVX |
Best Risk-Adjusted Alternatives to BEGIX
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... | 92 | Mar 2, 2016 | BEGIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | BEGIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | BEGIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | BEGIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | BEGIX vs VALAX |
Top Performing BEGIX Alternatives (YTD)
BEGIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | BEGIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | BEGIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | BEGIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | BEGIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | BEGIX vs HFCVX |
Lowest Volatility Alternatives to BEGIX
BEGIX 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 | 4.68% | Feb 1, 2021 | BEGIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | BEGIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | BEGIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | BEGIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | BEGIX vs ACIIX |
Lowest Drawdown Alternatives to BEGIX
BEGIX 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 | BEGIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | BEGIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | BEGIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | BEGIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | BEGIX vs PSECX |
Other Mutual Funds from Sterling Capital
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Often Compared With BEGIX
What investors most often compare with BEGIX, based on PortfoliosLab usage data.
Compare BEGIX with Any Fund or Stock
Compare BEGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.