Gabelli Equity Income Fund (GABEX) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GABEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GABEX
GABEX charges 1.42% annually. There are 73 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation Index Fund Admiral ... | 0.07% | 129.60B | Dec 2013 | GABEX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.20B | Feb 2019 | GABEX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.40B | Mar 2016 | GABEX vs VIHAX | |
| Vanguard Equity Income Fund Admiral Shares | 0.19% | 65.40B | Aug 2001 | GABEX vs VEIRX | |
| Vanguard Dividend Growth Fund | 0.20% | 35.70B | May 1992 | GABEX vs VDIGX |
Best Risk-Adjusted Alternatives to GABEX
GABEX has a PortfoliosLab risk / return rank of 12. There are 74 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | GABEX vs VIHAX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 93 | — | Mar 2005 | GABEX vs SVAAX | |
| Pioneer Multi-Asset Income Fund A | 92 | — | Dec 2011 | GABEX vs PMAIX | |
| Goldman Sachs Equity Income Fund | 92 | — | Feb 1993 | GABEX vs GSGRX | |
| Russell Investments Equity Income Fund | 91 | — | Mar 2000 | GABEX vs REAYX |
Top Performing GABEX Alternatives (YTD)
GABEX is at 12.17% YTD. There are 44 mutual funds in the Dividend category with higher YTD returns, going as high as 21.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Sustainable Equity Income Fund | 21.19% | — | Jan 2013 | GABEX vs TRDIX | |
| Goldman Sachs Equity Income Fund | 18.68% | — | Feb 1993 | GABEX vs GSGRX | |
| Vanguard International High Dividend Yield Index F... | 18.05% | 20.40B | Mar 2016 | GABEX vs VIHAX | |
| Allspring Emerging Markets Equity Income Fund | 17.89% | — | May 2012 | GABEX vs EQIIX | |
| Janus Henderson Global Equity Income Fund | 17.80% | — | Nov 2006 | GABEX vs HFQAX |
Lowest Volatility Alternatives to GABEX
GABEX has 15.18% 1-year volatility. There are 73 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.97%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.97% | — | Dec 2011 | GABEX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.41% | — | Dec 1973 | GABEX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.19% | — | Jul 1987 | GABEX vs CAIFX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | GABEX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | GABEX vs ACIIX |
Lowest Drawdown Alternatives to GABEX
GABEX has a 1-year max drawdown of -13.11%. There are 72 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | GABEX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | GABEX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | GABEX vs PDT | |
| Goldman Sachs Equity Income Fund | -5.48% | — | Feb 1993 | GABEX vs GSGRX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | GABEX vs CDDYX |
Other Mutual Funds from Gabelli
The 10 most viewed Gabelli mutual funds shown here include GOLDX, GABSX, GABUX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Gabelli Gold Fund | Gold, Precious Metals | 38 | -10.82% | — | Jul 1994 | GABEX vs GOLDX | |
| Gabelli Small Cap Growth Fund | Small Cap Blend Equities | 47 | 14.32% | — | Oct 1991 | GABEX vs GABSX | |
| Gabelli Utilities Fund | Utilities Equities | 40 | 8.59% | — | Aug 1999 | GABEX vs GABUX | |
| Gabelli Asset Fund | Large Cap Blend Equities | 57 | 10.18% | — | Mar 1986 | GABEX vs GABAX | |
| Gabelli Growth Fund | Large Cap Growth Equities | 8 | 0.46% | — | Apr 1987 | GABEX vs GABGX | |
| Gabelli Global Content & Connectivity Fund | Communications Equities | 59 | 10.17% | — | Oct 1993 | GABEX vs GABTX | |
| Gabelli Value 25 Fund | Mid Cap Blend Equities | 80 | 10.34% | — | Sep 1989 | GABEX vs GABVX | |
| Gabelli Focused Growth and Income Fund | Mid Cap Blend Equities | 26 | 4.23% | — | Dec 2002 | GABEX vs GWSAX | |
| Gabelli Dividend Growth Fund | Large Cap Value Equities | 70 | 10.19% | — | Aug 1999 | GABEX vs GABBX | |
| Gabelli Enterprise Mergers and Acquisitions Fund | Event Driven | 87 | 8.11% | — | Feb 2001 | GABEX vs EMAYX |
Often Compared With GABEX
Investors most often compare GABEX with SCHD, CRF, SPY. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare GABEX with Any Fund or Stock
Compare GABEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GABEX with funds that move differently
Gabelli Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GABEX.
Explore GABEX Diversifiers