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 183 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 | |
| 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 Institutional Shares | 0.04% | — | Jul 1998 | GEQIX vs VIVIX | |
| 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 36. There are 249 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 95 | — | Oct 1993 | GEQIX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | GEQIX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | GEQIX vs VALAX | |
| Integrity Dividend Harvest Fund | 94 | — | May 2012 | GEQIX vs IDIVX | |
| SA U.S. Value Fund | 94 | — | Aug 1999 | GEQIX vs SABTX |
Top Performing GEQIX Alternatives (YTD)
GEQIX is at 8.12% YTD. There are 208 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 23.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 23.37% | — | May 2006 | GEQIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.93% | — | Jun 2022 | GEQIX vs AVLVX | |
| PIMCO RAE US Fund | 21.19% | — | Jun 2015 | GEQIX vs PKAIX | |
| AMG Yacktman Focused Fund | 20.67% | — | May 1997 | GEQIX vs YAFFX | |
| Calvert US Large-Cap Value Responsible Index Fund | 20.00% | — | Jun 2015 | GEQIX vs CFJIX |
Lowest Volatility Alternatives to GEQIX
GEQIX has 11.02% 1-year volatility. There are 132 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | 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 | 7.83% | — | Feb 1996 | GEQIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.41% | — | Dec 2007 | GEQIX vs TMMAX | |
| American Century Equity Income Fund Class I | 8.50% | — | Jul 1998 | GEQIX vs ACIIX |
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, AVERX, VIHAX. 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