BNY Mellon Equity Income Fund (DQIRX) 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 DQIRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DQIRX
DQIRX charges 0.78% annually. There are 162 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 | DQIRX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | DQIRX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DQIRX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | DQIRX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | DQIRX vs VVIAX |
Best Risk-Adjusted Alternatives to DQIRX
DQIRX has a PortfoliosLab risk / return rank of 89. There are 44 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 | DQIRX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | DQIRX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | DQIRX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | DQIRX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | DQIRX vs AVLVX |
Top Performing DQIRX Alternatives (YTD)
DQIRX is at 13.11% YTD. There are 91 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | DQIRX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | DQIRX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | DQIRX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | DQIRX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | DQIRX vs NPRTX |
Lowest Volatility Alternatives to DQIRX
DQIRX has 11.46% 1-year volatility. There are 178 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | DQIRX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | DQIRX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | DQIRX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | DQIRX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | DQIRX vs TMMAX |
Lowest Drawdown Alternatives to DQIRX
DQIRX has a 1-year max drawdown of -6.79%. There are 93 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 | DQIRX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DQIRX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | DQIRX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | DQIRX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | DQIRX vs SVAIX |
Other Mutual Funds from Dreyfus
The 10 most viewed Dreyfus mutual funds shown here include DFLYX, DISRX, DQEIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Floating Rate Income Fund | Bank Loan | 81 | 1.90% | — | Sep 2013 | DQIRX vs DFLYX | |
| BNY Mellon International Stock Fund | Foreign Large Cap Equities | 7 | 4.52% | — | Dec 2006 | DQIRX vs DISRX | |
| BNY Mellon Global Equity Income Fund | Global Equities | 62 | 11.28% | — | Oct 2007 | DQIRX vs DQEIX | |
| BNY Mellon Global Real Estate Securities Fund | REIT | 19 | 10.21% | — | Dec 2006 | DQIRX vs DRLIX | |
| BNY Mellon International Equity Fund | Foreign Large Cap Equities | 32 | 8.55% | — | Dec 2005 | DQIRX vs SNIEX | |
| BNY Mellon International Bond Fund | Global Bonds | 2 | -1.72% | — | Dec 2005 | DQIRX vs DIBRX | |
| BNY Mellon Natural Resources Fund | Energy Equities | 62 | 18.52% | — | Oct 2003 | DQIRX vs DLDRX | |
| BNY Mellon Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 16 | 12.55% | — | Jan 1988 | DQIRX vs SDSCX | |
| BNY Mellon Global Stock Fund | Global Equities | 7 | 1.05% | — | Dec 2006 | DQIRX vs DGLRX | |
| BNY Mellon Global Fixed Income Fund | Global Bonds | 15 | 0.54% | — | Dec 1993 | DQIRX vs SDGIX |
Often Compared With DQIRX
Investors most often compare DQIRX with HGIYX, AWSHX, PEYAX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare DQIRX with Any Fund or Stock
Compare DQIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DQIRX with funds that move differently
BNY Mellon Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DQIRX.
Explore DQIRX Diversifiers