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 220 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 | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | EICIX vs VVIAX |
Best Risk-Adjusted Alternatives to EICIX
EICIX has a PortfoliosLab risk / return rank of 52. There are 264 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | EICIX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | EICIX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | EICIX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | EICIX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | EICIX vs LSVVX |
Top Performing EICIX Alternatives (YTD)
EICIX is at 13.97% YTD. There are 157 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | EICIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | EICIX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | EICIX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | EICIX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | EICIX vs AVLVX |
Lowest Volatility Alternatives to EICIX
EICIX has 12.66% 1-year volatility. There are 247 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | EICIX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | EICIX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | EICIX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | EICIX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | EICIX vs ACIIX |
Lowest Drawdown Alternatives to EICIX
EICIX has a 1-year max drawdown of -8.55%. There are 251 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 Equity Income 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, WMFFX. These 20 comparison targets span 6 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