Gabelli Equity Income Fund (GABEX) belongs to the Large Cap Blend Equities 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 373 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | GABEX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | GABEX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | GABEX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | GABEX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | GABEX vs SSSYX |
Best Risk-Adjusted Alternatives to GABEX
GABEX has a PortfoliosLab risk / return rank of 7. There are 374 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | GABEX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | GABEX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | GABEX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | GABEX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | GABEX vs IGIAX |
Top Performing GABEX Alternatives (YTD)
GABEX is at 8.58% YTD. There are 238 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | GABEX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | GABEX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | GABEX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | GABEX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | GABEX vs FLVCX |
Lowest Volatility Alternatives to GABEX
GABEX has 15.23% 1-year volatility. There are 367 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | GABEX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | GABEX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | GABEX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | GABEX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | GABEX vs FSUVX |
Lowest Drawdown Alternatives to GABEX
GABEX has a 1-year max drawdown of -13.11%. There are 371 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | GABEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | GABEX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | GABEX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | GABEX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | GABEX vs QUERX |
Other Mutual Funds from Gabelli
The 10 most viewed Gabelli mutual funds shown here include GOLDX, GABSX, GABAX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Gabelli Gold Fund | Gold, Precious Metals | 23 | -4.65% | — | Jul 1994 | GABEX vs GOLDX | |
| Gabelli Small Cap Growth Fund | Small Cap Blend Equities | 42 | 14.76% | — | Oct 1991 | GABEX vs GABSX | |
| Gabelli Asset Fund | Large Cap Blend Equities | 41 | 9.38% | — | Mar 1986 | GABEX vs GABAX | |
| Gabelli Utilities Fund | Utilities Equities | 35 | 7.75% | — | Aug 1999 | GABEX vs GABUX | |
| Gabelli Growth Fund | Large Cap Growth Equities | 12 | 1.64% | — | Apr 1987 | GABEX vs GABGX | |
| Gabelli Global Content & Connectivity Fund | Communications Equities | 69 | 12.37% | — | Oct 1993 | GABEX vs GABTX | |
| Gabelli Dividend Growth Fund | Large Cap Value Equities | 44 | 6.68% | — | Aug 1999 | GABEX vs GABBX | |
| Gabelli Focused Growth and Income Fund | Mid Cap Blend Equities | 20 | 5.26% | — | Dec 2002 | GABEX vs GWSAX | |
| Gabelli Global Growth Fund | Global Equities | 14 | 3.13% | — | Feb 1994 | GABEX vs GICPX | |
| Gabelli Enterprise Mergers and Acquisitions Fund | Event Driven | 71 | 6.55% | — | Feb 2001 | GABEX vs EMAYX |
Often Compared With GABEX
Investors most often compare GABEX with SPY, SCHD, CRF. These 20 comparison targets span 16 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