HLEIX Alternatives & Similar Mutual Funds

JPMorgan Equity Index Fund Class I (HLEIX) 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 HLEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to HLEIX

HLEIX charges 0.38% annually. There are 102 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
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	HLEIX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	HLEIX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	HLEIX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	HLEIX vs FLCPX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	0.02%	2.30T	Apr 2015	HLEIX vs VSMPX

Best Risk-Adjusted Alternatives to HLEIX

HLEIX has a PortfoliosLab risk / return rank of 54. There are 175 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	96	—	Mar 2021	HLEIX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	18.10B	Dec 2004	HLEIX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	93	—	Feb 2004	HLEIX vs GTLOX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	HLEIX vs FTZIX
RCKSX	Rock Oak Core Growth Fund	91	—	Dec 2004	HLEIX vs RCKSX

Top Performing HLEIX Alternatives (YTD)

HLEIX is at 9.75% YTD. There are 216 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.41%	18.10B	Dec 2004	HLEIX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	23.90%	—	Dec 2018	HLEIX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.34%	—	Nov 2004	HLEIX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.17%	—	Dec 2015	HLEIX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.69%	—	Jan 1995	HLEIX vs IGIAX

Lowest Volatility Alternatives to HLEIX

HLEIX has 12.90% 1-year volatility. There are 158 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.21%	—	Mar 2021	HLEIX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	HLEIX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.22%	—	Jul 2012	HLEIX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.83%	—	Aug 2018	HLEIX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.32%	—	Feb 2012	HLEIX vs SILVX

Lowest Drawdown Alternatives to HLEIX

HLEIX has a 1-year max drawdown of -9.14%. There are 198 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	HLEIX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	HLEIX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	HLEIX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	HLEIX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	HLEIX vs AMFEX

Other Mutual Funds from JPMorgan

The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	6	-1.09%	—	Nov 2010	HLEIX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	6	-1.23%	—	Feb 1992	HLEIX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	6	-1.37%	—	Feb 1994	HLEIX vs OLGAX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	91	16.82%	—	Jul 1987	HLEIX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Equity Hedged	16	-0.72%	—	Dec 2013	HLEIX vs JHEQX
JMSIX	JPMorgan Income Fund Class I	Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed	81	1.12%	—	Jun 2014	HLEIX vs JMSIX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	17	3.84%	—	Sep 1993	HLEIX vs JUEMX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	27	3.67%	—	Aug 2018	HLEIX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	7	-1.08%	—	Oct 1999	HLEIX vs VHIAX
HLIEX	JPMorgan Equity Income Fund	Dividend, Large Cap Value Equities	90	16.66%	—	Jul 1987	HLEIX vs HLIEX

Often Compared With HLEIX

Investors most often compare HLEIX with VOO, JPM, VFIAX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	78	11.72%	1.70T	Sep 2010	HLEIX vs VOO
JPM	JPMorgan Chase & Co.		73	10.99%	—	—	HLEIX vs JPM
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	59	10.10%	1.70T	Nov 2000	HLEIX vs VFIAX
FNCMX	Fidelity NASDAQ Composite Index Fund	Large Cap Growth Equities	33	9.51%	—	Sep 2003	HLEIX vs FNCMX
PRWAX	T. Rowe Price All-Cap Opportunities Fund	Large Cap Growth Equities	10	-0.23%	—	Sep 1985	HLEIX vs PRWAX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	1	-7.03%	—	Mar 2019	HLEIX vs TANDX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	Large Cap Blend Equities	61	9.35%	—	Jul 2017	HLEIX vs WBREOX
FNSTX	Fidelity Infrastructure Fund	Infrastructure Equities, Large Cap Blend Equities	21	5.29%	—	Nov 2019	HLEIX vs FNSTX
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	54	1.10%	—	Jun 2013	HLEIX vs ORDNX
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	HLEIX vs SPY
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	59	10.50%	34.70B	May 2001	HLEIX vs VITPX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	59	10.58%	—	—	HLEIX vs FZROX
VIG	Vanguard Dividend Appreciation ETF	Dividend	79	10.16%	129.60B	Apr 2006	HLEIX vs VIG
DGRO	iShares Core Dividend Growth ETF	Large Cap Growth Equities, Dividend	92	13.79%	42.77B	Jun 2014	HLEIX vs DGRO
POGSX	Pin Oak Equity	Large Cap Blend Equities	91	20.40%	—	Aug 1992	HLEIX vs POGSX
SGOIX	First Eagle Overseas Fund Class I	Foreign Large Cap Equities	77	11.27%	—	—	HLEIX vs SGOIX
NWAUX	Nationwide GQG US Quality Equity Fund	Quality Factor, Large Cap Blend Equities	14	6.48%	—	Jan 2021	HLEIX vs NWAUX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	71	11.03%	—	Mar 2025	HLEIX vs FGJEX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	90	20.78%	96.10B	Nov 2001	HLEIX vs VPMAX
YFSIX	AMG Yacktman Global Fund	Global Equities	29	25.53%	—	Jan 2017	HLEIX vs YFSIX

Compare HLEIX with Any Fund or Stock

Compare HLEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair HLEIX with funds that move differently

JPMorgan Equity Index Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HLEIX.

Explore HLEIX Diversifiers

JPMorgan Equity Index Fund Class I (HLEIX) Alternatives