Gabelli Equity Income Fund (GABEX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to GABEX
GABEX charges 1.42% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among GABEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | GABEX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | GABEX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | GABEX vs SSSYX |
Best Risk-Adjusted Alternatives to GABEX
Among mutual funds in the Large Cap Blend 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 PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | GABEX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | GABEX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | GABEX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | GABEX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | GABEX vs DHAMX |
Top Performing GABEX Alternatives (YTD)
GABEX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | GABEX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | GABEX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | GABEX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | GABEX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | GABEX vs RCKSX |
Lowest Volatility Alternatives to GABEX
GABEX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | GABEX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | GABEX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | GABEX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | GABEX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | GABEX vs QUERX |
Lowest Drawdown Alternatives to GABEX
GABEX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | GABEX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | GABEX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | GABEX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | GABEX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | GABEX vs GQEIX |
Other Mutual Funds from Gabelli
Most popular Gabelli mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Gabelli Gold Fund | Precious Metals | 93 | -0.94% | Jul 10, 1994 | GABEX vs GOLDX | |
| Gabelli Asset Fund | Large Cap Blend Equities | 46 | -1.23% | Mar 3, 1986 | GABEX vs GABAX | |
| Gabelli Small Cap Growth Fund | Small Cap Blend Equities | 32 | -0.38% | Oct 22, 1991 | GABEX vs GABSX | |
| Gabelli Growth Fund | Large Cap Growth Equities | 22 | -13.39% | Apr 10, 1987 | GABEX vs GABGX | |
| Gabelli Dividend Growth Fund | Large Cap Value Equities | 58 | 0.00% | Aug 26, 1999 | GABEX vs GABBX | |
| Gabelli Utilities Fund | Utilities Equities | 76 | 8.05% | Aug 30, 1999 | GABEX vs GABUX | |
| Gabelli Global Content & Connectivity Fund | Communications Equities | 67 | -3.02% | Oct 31, 1993 | GABEX vs GABTX | |
| Gabelli Focused Growth and Income Fund | Mid Cap Blend Equities | 12 | 5.16% | Dec 31, 2002 | GABEX vs GWSAX | |
| Gabelli Global Growth Fund | Global Equities | 15 | -10.61% | Feb 6, 1994 | GABEX vs GICPX | |
| Gabelli Value 25 Fund | Mid Cap Blend Equities | 80 | 0.17% | Sep 29, 1989 | GABEX vs GABVX |
Often Compared With GABEX
What investors most often compare with GABEX, 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.