EICIX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to EICIX

EICIX charges 0.95% annually. There are 225 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	EICIX vs FBLEX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	—	Jun 2016	EICIX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	EICIX vs SWLVX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	EICIX vs VIVIX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	238.00B	Nov 2000	EICIX vs VVIAX

Best Risk-Adjusted Alternatives to EICIX

EICIX has a PortfoliosLab risk / return rank of 15. There are 307 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	EICIX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	EICIX vs FGINX
VALAX	Al Frank Fund	95	—	May 2006	EICIX vs VALAX
FSWCX	Fidelity SAI U.S. Value Index Fund	95	—	Dec 2017	EICIX vs FSWCX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	EICIX vs SABTX

Top Performing EICIX Alternatives (YTD)

EICIX is at 3.30% YTD. There are 300 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.

Symbol	Name	YTD Return	AUM	Inception
YAFFX	AMG Yacktman Focused Fund	30.77%	—	May 1997	EICIX vs YAFFX
PKAIX	PIMCO RAE US Fund	23.68%	—	Jun 2015	EICIX vs PKAIX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	21.74%	—	Jun 2022	EICIX vs AVLVX
VALAX	Al Frank Fund	21.52%	—	May 2006	EICIX vs VALAX
PXTIX	PIMCO RAE PLUS Fund	20.74%	—	Jun 2005	EICIX vs PXTIX

Lowest Volatility Alternatives to EICIX

EICIX has 11.47% 1-year volatility. There are 207 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.91%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	2.91%	—	Sep 2017	EICIX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.64%	—	Feb 2021	EICIX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.14%	—	Dec 1973	EICIX vs RIDAX
FLCCX	Fidelity Advisor Large Cap Fund Class C	8.06%	—	Nov 1997	EICIX vs FLCCX
FALAX	Fidelity Advisor Large Cap Fund Class A	8.08%	—	Sep 1996	EICIX vs FALAX

Lowest Drawdown Alternatives to EICIX

EICIX has a 1-year max drawdown of -8.55%. There are 255 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BUFBX	Buffalo Flexible Income Fund	-2.83%	—	Aug 1994	EICIX vs BUFBX
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	EICIX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	EICIX vs HFCVX
TORYX	Torray Fund	-4.50%	—	Dec 1990	EICIX vs TORYX
SVAIX	Federated Hermes Strategic Value Dividend Fund	-4.66%	—	Mar 2005	EICIX vs SVAIX

Often Compared With EICIX

Investors most often compare EICIX with ECCC, SPY, OXLC. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ECCC	Eagle Point Credit Company Inc.		81	1.93%	—	—	EICIX vs ECCC
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	EICIX vs SPY
OXLC	Oxford Lane Capital Corp.		8	-21.55%	—	—	EICIX vs OXLC
WMFFX	Washington Mutual Investors Fund Class F-2	Large Cap Value Equities	39	5.54%	—	Aug 2008	EICIX vs WMFFX
VT	Vanguard Total World Stock ETF	Global Equities	67	12.24%	90.20B	Jun 2008	EICIX vs VT
PEQIX	Pioneer Equity Income Fund	Large Cap Value Equities	43	9.61%	—	Jul 1990	EICIX vs PEQIX
IWV	iShares Russell 3000 ETF	Large Cap Blend Equities	67	10.78%	19.82B	May 2000	EICIX vs IWV
DAGVX	BNY Mellon Dynamic Value Fund	Large Cap Value Equities	79	14.05%	—	Sep 1995	EICIX vs DAGVX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	11	2.70%	—	Jan 2011	EICIX vs PSECX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	42	6.29%	—	Jul 1998	EICIX vs ACIIX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	93	15.83%	—	Apr 2003	EICIX vs NEIMX
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	83	14.30%	—	Oct 2002	EICIX vs TILVX
IWB	iShares Russell 1000 ETF	Large Cap Blend Equities	67	10.54%	48.87B	May 2000	EICIX vs IWB
TOWFX	Towpath Focus Fund	Large Cap Value Equities	83	6.83%	—	Dec 2019	EICIX vs TOWFX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	52	6.60%	—	Jul 1999	EICIX vs AUXFX
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	24	9.60%	—	Jun 2021	EICIX vs GQHPX
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	90	15.38%	—	Dec 2006	EICIX vs NQCRX
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	53	18.37%	—	Nov 1935	EICIX vs LEXCX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	14	17.13%	—	Jan 1984	EICIX vs AVERX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	56	10.89%	—	Feb 2001	EICIX vs HDCTX

Compare EICIX with Any Fund or Stock

Compare EICIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair EICIX with funds that move differently

EIC Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EICIX.

Explore EICIX Diversifiers

EIC Value Fund (EICIX) Alternatives