BEGIX Alternatives & Similar Mutual Funds

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 164 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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	BEGIX vs FBLEX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.03%	—	Jul 1998	BEGIX vs VIVIX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	BEGIX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	BEGIX vs SWLVX
VVIAX	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 12. There are 310 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
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	BEGIX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	BEGIX vs FGINX
IDIVX	Integrity Dividend Harvest Fund	96	—	May 2012	BEGIX vs IDIVX
MALVX	BlackRock Advantage Large Cap Value Fund	95	—	Dec 1999	BEGIX vs MALVX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	95	—	Jun 2022	BEGIX vs AVLVX

Top Performing BEGIX Alternatives (YTD)

BEGIX is at 6.98% YTD. There are 284 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.85%.

Symbol	Name	YTD Return	AUM	Inception
PKAIX	PIMCO RAE US Fund	24.85%	—	Jun 2015	BEGIX vs PKAIX
LEXCX	Voya Corporate Leaders Trust Fund	23.42%	—	Nov 1935	BEGIX vs LEXCX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	23.26%	—	Jun 2022	BEGIX vs AVLVX
VALAX	Al Frank Fund	22.41%	—	May 2006	BEGIX vs VALAX
YAFFX	AMG Yacktman Focused Fund	21.86%	—	May 1997	BEGIX vs YAFFX

Lowest Volatility Alternatives to BEGIX

BEGIX has 10.77% 1-year volatility. There are 108 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
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.33%	—	Sep 2017	BEGIX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.63%	—	Feb 2021	BEGIX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.37%	—	Dec 1973	BEGIX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.50%	—	Feb 1996	BEGIX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.50%	—	Dec 2007	BEGIX vs TMMAX

Lowest Drawdown Alternatives to BEGIX

BEGIX has a 1-year max drawdown of -7.58%. There are 188 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
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	BEGIX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	BEGIX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	BEGIX vs BUFBX
TORYX	Torray Fund	-4.50%	—	Dec 1990	BEGIX vs TORYX
SVAIX	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
STRGX	Sterling Capital Stratton Mid Cap Value Fund	Mid Cap Blend Equities	50	20.36%	—	Sep 1972	BEGIX vs STRGX
BIBTX	Sterling Capital Total Return Bond Fund	Intermediate Core Bond	19	0.06%	—	Dec 1999	BEGIX vs BIBTX
SCSPX	Sterling Capital Quality Income Fund	Intermediate Core Bond	27	0.31%	—	Jun 2011	BEGIX vs SCSPX
SCCPX	Sterling Capital Long Duration Corporate Bond Fund	Corporate Bonds	8	-0.54%	—	Jun 2011	BEGIX vs SCCPX
BOPIX	Sterling Capital Special Opportunities Fund	Large Cap Blend Equities	31	10.05%	—	Jun 2003	BEGIX vs BOPIX
STSCX	Sterling Capital Stratton Small Cap Value Fund	Small Cap Blend Equities	80	22.94%	—	Apr 1993	BEGIX vs STSCX
STMDX	Sterling Capital Stratton Real Estate Fund	REIT	25	14.01%	—	May 1980	BEGIX vs STMDX
BBNTX	Sterling Capital North Carolina Intermediate Tax-F...	Municipal Bonds	57	0.64%	—	Oct 1992	BEGIX vs BBNTX
BBISX	Sterling Capital Behavioral Large Cap Value Equity...	Large Cap Value Equities	94	19.95%	—	Oct 1992	BEGIX vs BBISX
SPSCX	Sterling Capital Behavioral Small Cap Value Equity...	Small Cap Value Equities	82	21.32%	—	Jan 1997	BEGIX vs SPSCX

Often Compared With BEGIX

Investors most often compare BEGIX with BAFWX, TWEIX, LBSAX. These 20 comparison targets span 8 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	6.04%	—	Jun 2012	BEGIX vs BAFWX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	68	10.19%	6.45B	Aug 1994	BEGIX vs TWEIX
LBSAX	Columbia Dividend Income Fund Class A	Large Cap Value Equities	85	11.18%	—	Nov 2002	BEGIX vs LBSAX
HDGYX	The Hartford Dividend and Growth Fund	Large Cap Value Equities	79	10.92%	—	Jul 1996	BEGIX vs HDGYX
SGENX	First Eagle Global Fund Class A	Global Equities	52	5.69%	—	Jan 1979	BEGIX vs SGENX
PEYAX	Putnam Large Cap Value Fund	Large Cap Value Equities	84	11.82%	—	Jun 1977	BEGIX vs PEYAX
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	72	14.07%	36.70B	Feb 2022	BEGIX vs CGDV
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	79	13.90%	—	Nov 1988	BEGIX vs MADVX
RDVY	First Trust Rising Dividend Achievers ETF	Dividend, Large Cap Blend Equities	74	16.11%	24.39B	Jan 2014	BEGIX vs RDVY
BSCIX	Sterling Capital South Carolina Intermediate Tax-F...	Municipal Bonds	64	0.80%	—	Oct 1997	BEGIX vs BSCIX
MALOX	BlackRock Global Allocation Fund	Global Allocation	48	7.84%	—	Feb 1989	BEGIX vs MALOX
BVATX	Sterling Capital Virginia Intermediate Tax Free Fu...	Municipal Bonds	59	0.73%	—	May 1999	BEGIX vs BVATX
OWVAX	Sterling Capital West Virginia Intermediate Tax-Fr...	Municipal Bonds	70	1.14%	—	Nov 1993	BEGIX vs OWVAX
FDVV	Fidelity High Dividend ETF	Large Cap Blend Equities, Dividend	71	11.44%	9.74B	Sep 2016	BEGIX vs FDVV
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	93	18.55%	—	Apr 2003	BEGIX vs NEIMX
PVAL	Putnam Focused Large Cap Value ETF	Large Cap Value Equities	89	14.34%	12.30B	May 2021	BEGIX vs PVAL
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	42	8.01%	—	Feb 2001	BEGIX vs HDCTX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	13	3.81%	—	Jan 2011	BEGIX vs PSECX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	83	13.22%	20.50B	Mar 2016	BEGIX vs VIHAX
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	90	18.08%	—	Oct 2002	BEGIX vs TILVX

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