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 105 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 | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | HLEIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | HLEIX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | HLEIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | HLEIX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | HLEIX vs VIIIX |
Best Risk-Adjusted Alternatives to HLEIX
HLEIX has a PortfoliosLab risk / return rank of 51. There are 180 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | HLEIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | HLEIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | HLEIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 89 | — | Feb 2004 | HLEIX vs GTLOX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 89 | — | Dec 2015 | HLEIX vs RESGX |
Top Performing HLEIX Alternatives (YTD)
HLEIX is at 7.87% YTD. There are 202 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.27% | 17.20B | Dec 2004 | HLEIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 92.00B | Nov 2001 | HLEIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.51% | — | Nov 2004 | HLEIX vs POSKX | |
| Integrity ESG Growth & Income Fund | 24.37% | — | Jan 1995 | HLEIX vs IGIAX | |
| Archer Multi Cap Fund | 24.19% | — | Dec 2019 | HLEIX vs ALSMX |
Lowest Volatility Alternatives to HLEIX
HLEIX has 12.60% 1-year volatility. There are 155 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | HLEIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | HLEIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | HLEIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.41% | — | Jul 2012 | HLEIX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.58% | — | May 2015 | HLEIX vs FSUVX |
Lowest Drawdown Alternatives to HLEIX
HLEIX has a 1-year max drawdown of -9.14%. There are 203 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | HLEIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | HLEIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | HLEIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | HLEIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | HLEIX vs QUERX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 12 | 3.53% | — | Nov 2010 | HLEIX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 11 | 3.40% | — | Feb 1992 | HLEIX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 3.28% | — | Feb 1994 | HLEIX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 12 | 0.39% | — | Aug 2018 | HLEIX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 72 | 12.33% | — | Jul 1987 | HLEIX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 12 | -1.71% | — | Dec 2013 | HLEIX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 76 | 0.99% | — | Jun 2014 | HLEIX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 3.06% | — | Sep 1993 | HLEIX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 12 | 0.35% | — | Aug 2018 | HLEIX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 2.06% | — | Oct 1999 | HLEIX vs VHIAX |
Often Compared With HLEIX
Investors most often compare HLEIX with HLIEX, VOO, JPM. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare HLEIX with Any Fund or Stock
Compare HLEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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