Glenmede Equity Income Portfolio (GEQIX) 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 GEQIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GEQIX
GEQIX charges 0.85% annually. There are 182 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | GEQIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | GEQIX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | GEQIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | GEQIX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | GEQIX vs VVIAX |
Best Risk-Adjusted Alternatives to GEQIX
GEQIX has a PortfoliosLab risk / return rank of 49. There are 240 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | GEQIX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | GEQIX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | GEQIX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | GEQIX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | GEQIX vs PKAIX |
Top Performing GEQIX Alternatives (YTD)
GEQIX is at 11.21% YTD. There are 195 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | GEQIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | GEQIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | GEQIX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | GEQIX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | GEQIX vs NFJEX |
Lowest Volatility Alternatives to GEQIX
GEQIX has 11.02% 1-year volatility. There are 136 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | GEQIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | GEQIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | GEQIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | GEQIX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | GEQIX vs TWEIX |
Lowest Drawdown Alternatives to GEQIX
GEQIX has a 1-year max drawdown of -6.31%. There are 51 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | GEQIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | GEQIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | GEQIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | GEQIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | GEQIX vs SVAIX |
Other Mutual Funds from Glenmede
The 10 most viewed Glenmede mutual funds shown here include GTLLX, GTLOX, GTSOX and span 7 categories.
Often Compared With GEQIX
Investors most often compare GEQIX with TOWFX, ACIIX, YAFFX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare GEQIX with Any Fund or Stock
Compare GEQIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GEQIX with funds that move differently
Glenmede Equity Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GEQIX.
Explore GEQIX Diversifiers