Glenmede Equity Income Portfolio (GEQIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to GEQIX
GEQIX charges 0.85% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among GEQIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | GEQIX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | GEQIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | GEQIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | GEQIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | GEQIX vs TILVX |
Best Risk-Adjusted Alternatives to GEQIX
Among mutual funds in the Large Cap Value 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 International High Dividend Yield Index F... | 92 | Mar 2, 2016 | GEQIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | GEQIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | GEQIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | GEQIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | GEQIX vs VALAX |
Top Performing GEQIX Alternatives (YTD)
GEQIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | GEQIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | GEQIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | GEQIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | GEQIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | GEQIX vs HFCVX |
Lowest Volatility Alternatives to GEQIX
GEQIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | GEQIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | GEQIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | GEQIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | GEQIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | GEQIX vs ACIIX |
Lowest Drawdown Alternatives to GEQIX
GEQIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | GEQIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | GEQIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | GEQIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | GEQIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | GEQIX vs PSECX |
Other Mutual Funds from Glenmede
Most popular Glenmede mutual funds on PortfoliosLab, across asset classes.
Compare GEQIX with Any Fund or Stock
Compare GEQIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.