EIC Value Fund (EICIX) Alternatives
EIC Value Fund (EICIX) 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 EICIX. 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 EICIX
EICIX charges 0.95% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among EICIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | EICIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | EICIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | EICIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | EICIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | EICIX vs TILVX |
Best Risk-Adjusted Alternatives to EICIX
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 | EICIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | EICIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | EICIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | EICIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | EICIX vs VALAX |
Top Performing EICIX Alternatives (YTD)
EICIX 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 | EICIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | EICIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | EICIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | EICIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | EICIX vs HFCVX |
Lowest Volatility Alternatives to EICIX
EICIX 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 | EICIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | EICIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | EICIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | EICIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | EICIX vs ACIIX |
Lowest Drawdown Alternatives to EICIX
EICIX 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 | EICIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | EICIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | EICIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | EICIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | EICIX vs PSECX |
Often Compared With EICIX
What investors most often compare with EICIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | EICIX vs SPY | |
| Eagle Point Credit Company Inc. | 79 | 0.75% | — | EICIX vs ECCC | ||
| Oxford Lane Capital Corp. | 8 | -25.18% | — | EICIX vs OXLC | ||
| Vanguard Total World Stock ETF | Global Equities | 77 | -1.71% | Jun 24, 2008 | EICIX vs VT | |
| Washington Mutual Investors Fund Class F-2 | Large Cap Value Equities | 38 | -5.23% | Aug 5, 2008 | EICIX vs WMFFX | |
| Pioneer Equity Income Fund | Large Cap Value Equities | 32 | 2.24% | Jul 25, 1990 | EICIX vs PEQIX | |
| iShares Russell 3000 ETF | Large Cap Blend Equities | 64 | -3.99% | May 22, 2000 | EICIX vs IWV | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 52 | 0.06% | Sep 29, 1995 | EICIX vs DAGVX | |
| iShares Russell 1000 ETF | Large Cap Blend Equities | 64 | -4.29% | May 15, 2000 | EICIX vs IWB |
Compare EICIX with Any Fund or Stock
Compare EICIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.