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 374 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | GABEX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | GABEX vs VFFSX | |
| 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 | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | GABEX vs BKTSX |
Best Risk-Adjusted Alternatives to GABEX
GABEX has a PortfoliosLab risk / return rank of 6. There are 383 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | GABEX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | GABEX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | GABEX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | GABEX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | GABEX vs GTLOX |
Top Performing GABEX Alternatives (YTD)
GABEX is at 9.84% YTD. There are 249 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | GABEX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | GABEX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | GABEX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | GABEX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | GABEX vs RESGX |
Lowest Volatility Alternatives to GABEX
GABEX has 15.18% 1-year volatility. There are 364 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | GABEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | GABEX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | GABEX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | GABEX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | GABEX vs JEPIX |
Lowest Drawdown Alternatives to GABEX
GABEX has a 1-year max drawdown of -13.11%. There are 372 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | 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, GABUX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Gabelli Gold Fund | Gold, Precious Metals | 27 | -11.14% | — | Jul 1994 | GABEX vs GOLDX | |
| Gabelli Small Cap Growth Fund | Small Cap Blend Equities | 26 | 12.73% | — | Oct 1991 | GABEX vs GABSX | |
| Gabelli Utilities Fund | Utilities Equities | 40 | 9.52% | — | Aug 1999 | GABEX vs GABUX | |
| Gabelli Asset Fund | Large Cap Blend Equities | 36 | 9.36% | — | Mar 1986 | GABEX vs GABAX | |
| Gabelli Growth Fund | Large Cap Growth Equities | 12 | 4.16% | — | Apr 1987 | GABEX vs GABGX | |
| Gabelli Global Content & Connectivity Fund | Communications Equities | 69 | 14.61% | — | Oct 1993 | GABEX vs GABTX | |
| Gabelli Dividend Growth Fund | Large Cap Value Equities | 43 | 8.89% | — | Aug 1999 | GABEX vs GABBX | |
| Gabelli Focused Growth and Income Fund | Mid Cap Blend Equities | 12 | 4.66% | — | Dec 2002 | GABEX vs GWSAX | |
| Gabelli Global Growth Fund | Global Equities | 13 | 4.73% | — | Feb 1994 | GABEX vs GICPX | |
| Gabelli Enterprise Mergers and Acquisitions Fund | Event Driven | 74 | 7.89% | — | Feb 2001 | GABEX vs EMAYX |
Often Compared With GABEX
Investors most often compare GABEX with SCHD, SPY, 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