HLIEX Alternatives & Similar Mutual Funds

JPMorgan Equity Income Fund (HLIEX) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HLIEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to HLIEX

HLIEX charges 0.70% annually. There are 25 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.

Symbol	Name	Expense Ratio	AUM	Inception
VDADX	Vanguard Dividend Appreciation Index Fund Admiral ...	0.07%	129.60B	Dec 2013	HLIEX vs VDADX
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	0.08%	96.20B	Feb 2019	HLIEX vs VHYAX
VIHAX	Vanguard International High Dividend Yield Index F...	0.16%	20.40B	Mar 2016	HLIEX vs VIHAX
VEIRX	Vanguard Equity Income Fund Admiral Shares	0.19%	65.40B	Aug 2001	HLIEX vs VEIRX
VDIGX	Vanguard Dividend Growth Fund	0.20%	35.70B	May 1992	HLIEX vs VDIGX

Best Risk-Adjusted Alternatives to HLIEX

HLIEX has a PortfoliosLab risk / return rank of 90. There are 9 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	94	—	Mar 2005	HLIEX vs SVAAX
VIHAX	Vanguard International High Dividend Yield Index F...	94	20.40B	Mar 2016	HLIEX vs VIHAX
GSGRX	Goldman Sachs Equity Income Fund	94	—	Feb 1993	HLIEX vs GSGRX
REAYX	Russell Investments Equity Income Fund	93	—	Mar 2000	HLIEX vs REAYX
PMAIX	Pioneer Multi-Asset Income Fund A	93	—	Dec 2011	HLIEX vs PMAIX

Top Performing HLIEX Alternatives (YTD)

HLIEX is at 16.66% YTD. There are 11 mutual funds in the Dividend category with higher YTD returns, going as high as 20.50%.

Symbol	Name	YTD Return	AUM	Inception
TRDIX	Transamerica Sustainable Equity Income Fund	20.50%	—	Jan 2013	HLIEX vs TRDIX
EQIIX	Allspring Emerging Markets Equity Income Fund	19.85%	—	May 2012	HLIEX vs EQIIX
GSGRX	Goldman Sachs Equity Income Fund	18.64%	—	Feb 1993	HLIEX vs GSGRX
REAYX	Russell Investments Equity Income Fund	17.91%	—	Mar 2000	HLIEX vs REAYX
EQNIX	MFS Equity Income Fund	17.78%	—	Sep 2012	HLIEX vs EQNIX

Lowest Volatility Alternatives to HLIEX

HLIEX has 10.61% 1-year volatility. There are 36 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.96%.

Symbol	Name	Volatility 1Y	AUM	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	5.96%	—	Dec 2011	HLIEX vs PMAIX
AMECX	American Funds The Income Fund of America Class A	7.40%	—	Dec 1973	HLIEX vs AMECX
CAIFX	American Funds Capital Income Builder Fund Class F...	8.18%	—	Jul 1987	HLIEX vs CAIFX
TWEIX	American Century Equity Income Fund	8.58%	6.45B	Aug 1994	HLIEX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	8.60%	—	Jul 1998	HLIEX vs ACIIX

Lowest Drawdown Alternatives to HLIEX

HLIEX has a 1-year max drawdown of -7.08%. There are 22 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	-4.07%	—	Dec 2011	HLIEX vs PMAIX
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	-4.71%	—	Mar 2005	HLIEX vs SVAAX
PDT	John Hancock Premium Dividend Fund	-5.38%	—	Dec 1989	HLIEX vs PDT
GSGRX	Goldman Sachs Equity Income Fund	-5.48%	—	Feb 1993	HLIEX vs GSGRX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	-5.51%	—	Nov 2012	HLIEX vs CDDYX

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	HLIEX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	6	-1.23%	—	Feb 1992	HLIEX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	6	-1.37%	—	Feb 1994	HLIEX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	28	3.73%	—	Aug 2018	HLIEX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	91	16.82%	—	Jul 1987	HLIEX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Equity Hedged	16	-0.72%	—	Dec 2013	HLIEX vs JHEQX
JMSIX	JPMorgan Income Fund Class I	Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed	81	1.12%	—	Jun 2014	HLIEX vs JMSIX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	17	3.84%	—	Sep 1993	HLIEX vs JUEMX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	27	3.67%	—	Aug 2018	HLIEX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	7	-1.08%	—	Oct 1999	HLIEX vs VHIAX

Often Compared With HLIEX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GSFTX	Columbia Dividend Income Fund	Large Cap Value Equities	91	12.22%	—	Mar 1998	HLIEX vs GSFTX
HLEIX	JPMorgan Equity Index Fund Class I	Large Cap Blend Equities	54	9.75%	—	Jul 1991	HLIEX vs HLEIX
VOO	Vanguard S&P 500 ETF	S&P 500	78	11.72%	1.70T	Sep 2010	HLIEX vs VOO
FXAIX	Fidelity 500 Index Fund	S&P 500	59	10.13%	—	Feb 1988	HLIEX vs FXAIX
JEPI	JPMorgan Equity Premium Income ETF	Dividend, Derivative Income	56	5.04%	45.80B	May 2020	HLIEX vs JEPI
VIG	Vanguard Dividend Appreciation ETF	Dividend	79	10.16%	129.60B	Apr 2006	HLIEX vs VIG
NPRTX	Neuberger Berman Large Cap Value Fund	Large Cap Value Equities	96	20.63%	—	Jan 1975	HLIEX vs NPRTX
FBGKX	Fidelity Blue Chip Growth Fund Class K	Large Cap Growth Equities	35	11.30%	—	May 2008	HLIEX vs FBGKX
OHYFX	JPMorgan High Yield Fund	High Yield Bonds	75	0.94%	—	Nov 1998	HLIEX vs OHYFX
VGT	Vanguard Information Technology ETF	Technology Equities	60	22.47%	169.20B	Mar 2004	HLIEX vs VGT
VUG	Vanguard Growth ETF	Large Cap Growth Equities	37	7.33%	378.80B	Jan 2004	HLIEX vs VUG
PRDGX	T. Rowe Price Dividend Growth Fund, Inc.	Large Cap Blend Equities, Dividend	75	10.76%	—	Dec 1992	HLIEX vs PRDGX
VALAX	Al Frank Fund	Large Cap Value Equities	94	21.25%	—	May 2006	HLIEX vs VALAX
^GSPC	S&P 500 Index		79	11.03%	—	—	HLIEX vs ^GSPC
AMRMX	American Funds American Mutual Fund Class A	Large Cap Blend Equities	61	9.70%	—	Feb 1950	HLIEX vs AMRMX
LBSAX	Columbia Dividend Income Fund Class A	Large Cap Value Equities	90	12.07%	—	Nov 2002	HLIEX vs LBSAX
HFCVX	Hennessy Cornerstone Value Fund	Large Cap Value Equities	96	16.61%	—	Nov 1996	HLIEX vs HFCVX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	96	19.26%	—	Apr 2003	HLIEX vs NEIMX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	97	14.50%	—	Dec 2019	HLIEX vs TOWFX
VSMAX	Vanguard Small-Cap Index Fund Admiral Shares	Small Cap Blend Equities	61	15.17%	188.20B	Nov 2000	HLIEX vs VSMAX

Compare HLIEX with Any Fund or Stock

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

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Diversifiers

Pair HLIEX with funds that move differently

JPMorgan Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HLIEX.

Explore HLIEX Diversifiers

JPMorgan Equity Income Fund (HLIEX) Alternatives