MFS Equity Income Fund (EQNIX) Alternatives
MFS Equity Income Fund (EQNIX) 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 EQNIX. 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 EQNIX
EQNIX charges 0.64% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among EQNIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | EQNIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | EQNIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | EQNIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | EQNIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | EQNIX vs TILVX |
Best Risk-Adjusted Alternatives to EQNIX
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 | EQNIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | EQNIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | EQNIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | EQNIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | EQNIX vs VALAX |
Top Performing EQNIX Alternatives (YTD)
EQNIX 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 | EQNIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | EQNIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | EQNIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | EQNIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | EQNIX vs HFCVX |
Lowest Volatility Alternatives to EQNIX
EQNIX 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 | EQNIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | EQNIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | EQNIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | EQNIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | EQNIX vs ACIIX |
Lowest Drawdown Alternatives to EQNIX
EQNIX 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 | EQNIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | EQNIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | EQNIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | EQNIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | EQNIX vs PSECX |
Other Mutual Funds from MFS
Most popular MFS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 17 | -6.55% | Jan 31, 1996 | EQNIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 29 | -0.52% | May 1, 2006 | EQNIX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 62 | -2.70% | Sep 30, 2004 | EQNIX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 8 | -11.94% | Jan 1, 1935 | EQNIX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 28 | -0.56% | Feb 1, 1996 | EQNIX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 12 | -13.60% | Jun 1, 2012 | EQNIX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 59 | -3.26% | — | EQNIX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 12 | -13.62% | Jul 10, 1997 | EQNIX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 25 | -6.58% | Jul 15, 1924 | EQNIX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | EQNIX vs MEIAX |
Often Compared With EQNIX
What investors most often compare with EQNIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Columbia Dividend Income Fund | Large Cap Value Equities | 69 | 1.58% | Mar 4, 1998 | EQNIX vs GSFTX | |
| Integrity Dividend Harvest Fund | Large Cap Value Equities | 80 | 4.46% | May 1, 2012 | EQNIX vs IDIVX | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | EQNIX vs SCHD | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | EQNIX vs QQQ | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | EQNIX vs SPY |
Compare EQNIX with Any Fund or Stock
Compare EQNIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.