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 a closer substitute for your current allocation.
Cheapest Alternatives to BEGIX
BEGIX charges 0.79% annually. There are 165 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 | BEGIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | BEGIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | BEGIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | BEGIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | BEGIX vs VVIAX |
Best Risk-Adjusted Alternatives to BEGIX
BEGIX has a PortfoliosLab risk / return rank of 8. There are 311 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | BEGIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | BEGIX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | BEGIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | BEGIX vs AVLVX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | BEGIX vs MALVX |
Top Performing BEGIX Alternatives (YTD)
BEGIX is at 4.38% YTD. There are 293 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.99%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 24.99% | — | May 1997 | BEGIX vs YAFFX | |
| Al Frank Fund | 24.12% | — | May 2006 | BEGIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 22.25% | — | Jun 2022 | BEGIX vs AVLVX | |
| PIMCO RAE US Fund | 21.04% | — | Jun 2015 | BEGIX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 19.41% | — | Jan 1975 | BEGIX vs NPRTX |
Lowest Volatility Alternatives to BEGIX
BEGIX has 10.75% 1-year volatility. There are 105 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.45% | — | Sep 2017 | BEGIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | BEGIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | BEGIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | BEGIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.34% | — | Dec 2007 | BEGIX vs TMMAX |
Lowest Drawdown Alternatives to BEGIX
BEGIX has a 1-year max drawdown of -7.58%. There are 187 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 | BEGIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | BEGIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | BEGIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | BEGIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | BEGIX vs SVAIX |
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 | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Stratton Mid Cap Value Fund | Mid Cap Blend Equities | 55 | 20.07% | — | Sep 1972 | BEGIX vs STRGX | |
| Sterling Capital Total Return Bond Fund | Intermediate Core Bond | 20 | 0.32% | — | Dec 1999 | BEGIX vs BIBTX | |
| Sterling Capital Quality Income Fund | Intermediate Core Bond | 26 | 0.42% | — | Jun 2011 | BEGIX vs SCSPX | |
| Sterling Capital Long Duration Corporate Bond Fund | Corporate Bonds | 11 | 1.12% | — | Jun 2011 | BEGIX vs SCCPX | |
| Sterling Capital Special Opportunities Fund | Large Cap Blend Equities | 31 | 9.15% | — | Jun 2003 | BEGIX vs BOPIX | |
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | — | — | — | Nov 2012 | BEGIX vs BUSIX | |
| Sterling Capital Stratton Small Cap Value Fund | Small Cap Blend Equities | 83 | 22.12% | — | Apr 1993 | BEGIX vs STSCX | |
| Sterling Capital Stratton Real Estate Fund | REIT | 11 | 10.95% | — | May 1980 | BEGIX vs STMDX | |
| Sterling Capital North Carolina Intermediate Tax-F... | Municipal Bonds | 56 | 0.72% | — | Oct 1992 | BEGIX vs BBNTX | |
| Sterling Capital Behavioral Large Cap Value Equity... | Large Cap Value Equities | 92 | 16.92% | — | Oct 1992 | BEGIX vs BBISX |
Often Compared With BEGIX
Investors most often compare BEGIX with BAFWX, TWEIX, LBSAX. These 20 comparison targets span 9 categories, 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.
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