JPMorgan Equity Income Fund (HLIEX) Alternatives
JPMorgan Equity Income Fund (HLIEX) 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 HLIEX. 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 HLIEX
HLIEX charges 0.70% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among HLIEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | HLIEX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | HLIEX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | HLIEX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | HLIEX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | HLIEX vs TILVX |
Best Risk-Adjusted Alternatives to HLIEX
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 | HLIEX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | HLIEX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | HLIEX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | HLIEX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | HLIEX vs VALAX |
Top Performing HLIEX Alternatives (YTD)
HLIEX 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 | HLIEX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | HLIEX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | HLIEX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | HLIEX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | HLIEX vs HFCVX |
Lowest Volatility Alternatives to HLIEX
HLIEX 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 | HLIEX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | HLIEX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | HLIEX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | HLIEX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | HLIEX vs ACIIX |
Lowest Drawdown Alternatives to HLIEX
HLIEX 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 | HLIEX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | HLIEX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | HLIEX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | HLIEX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | HLIEX vs PSECX |
Other Mutual Funds from JPMorgan
Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | -11.56% | Nov 30, 2010 | HLIEX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | HLIEX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | HLIEX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | HLIEX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | HLIEX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | HLIEX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | HLIEX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | HLIEX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | HLIEX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | HLIEX vs VHIAX |
Often Compared With HLIEX
What investors most often compare with HLIEX, based on PortfoliosLab usage data.
Compare HLIEX with Any Fund or Stock
Compare HLIEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.