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 221 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 | EICIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | EICIX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | EICIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | EICIX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | EICIX vs TILVX |
Best Risk-Adjusted Alternatives to EICIX
EICIX has a PortfoliosLab risk / return rank of 34. There are 269 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | EICIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | EICIX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | EICIX vs MALVX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | EICIX vs IDIVX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 95 | — | Oct 1992 | EICIX vs BBISX |
Top Performing EICIX Alternatives (YTD)
EICIX is at 10.11% YTD. There are 228 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.47% | — | Jun 2015 | EICIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.18% | — | Nov 1935 | EICIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.83% | — | Jun 2022 | EICIX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.16% | — | Jun 2015 | EICIX vs CFJIX | |
| PIMCO RAE PLUS Fund | 22.13% | — | Jun 2005 | EICIX vs PXTIX |
Lowest Volatility Alternatives to EICIX
EICIX has 12.14% 1-year volatility. There are 223 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 | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | EICIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | EICIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | EICIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | EICIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.49% | — | Dec 2007 | EICIX vs TMMAX |
Lowest Drawdown Alternatives to EICIX
EICIX has a 1-year max drawdown of -8.55%. There are 252 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 | EICIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | EICIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | EICIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | EICIX vs TORYX | |
| 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.
Compare EICIX with Any Fund or Stock
Compare EICIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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