Johnson Equity Income Fund (JEQIX) 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 JEQIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JEQIX
JEQIX charges 1.00% annually. There are 57 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation Index Fund Admiral ... | 0.07% | 129.60B | Dec 2013 | JEQIX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.20B | Feb 2019 | JEQIX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.40B | Mar 2016 | JEQIX vs VIHAX | |
| Vanguard Equity Income Fund Admiral Shares | 0.19% | 65.40B | Aug 2001 | JEQIX vs VEIRX | |
| Vanguard Dividend Growth Fund | 0.20% | 35.70B | May 1992 | JEQIX vs VDIGX |
Best Risk-Adjusted Alternatives to JEQIX
JEQIX has a PortfoliosLab risk / return rank of 36. There are 66 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | JEQIX vs VIHAX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 93 | — | Mar 2005 | JEQIX vs SVAAX | |
| Pioneer Multi-Asset Income Fund A | 92 | — | Dec 2011 | JEQIX vs PMAIX | |
| Goldman Sachs Equity Income Fund | 92 | — | Feb 1993 | JEQIX vs GSGRX | |
| Russell Investments Equity Income Fund | 91 | — | Mar 2000 | JEQIX vs REAYX |
Top Performing JEQIX Alternatives (YTD)
JEQIX is at 5.67% YTD. There are 71 mutual funds in the Dividend category with higher YTD returns, going as high as 21.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Sustainable Equity Income Fund | 21.19% | — | Jan 2013 | JEQIX vs TRDIX | |
| Goldman Sachs Equity Income Fund | 18.68% | — | Feb 1993 | JEQIX vs GSGRX | |
| Vanguard International High Dividend Yield Index F... | 18.05% | 20.40B | Mar 2016 | JEQIX vs VIHAX | |
| Allspring Emerging Markets Equity Income Fund | 17.89% | — | May 2012 | JEQIX vs EQIIX | |
| Janus Henderson Global Equity Income Fund | 17.80% | — | Nov 2006 | JEQIX vs HFQAX |
Lowest Volatility Alternatives to JEQIX
JEQIX has 10.18% 1-year volatility. There are 19 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.97%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.97% | — | Dec 2011 | JEQIX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.41% | — | Dec 1973 | JEQIX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.19% | — | Jul 1987 | JEQIX vs CAIFX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | JEQIX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | JEQIX vs ACIIX |
Lowest Drawdown Alternatives to JEQIX
JEQIX has a 1-year max drawdown of -8.49%. There are 53 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | JEQIX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | JEQIX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | JEQIX vs PDT | |
| Goldman Sachs Equity Income Fund | -5.48% | — | Feb 1993 | JEQIX vs GSGRX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | JEQIX vs CDDYX |
Other Mutual Funds from Johnson Mutual Funds
The 6 most viewed Johnson Mutual Funds mutual funds shown here include JIBEX, JENHX, JMUNX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Johnson Institutional Intermediate Bond Fund | Intermediate Core Bond | 24 | -0.46% | — | Aug 2000 | JEQIX vs JIBEX | |
| Johnson Enhanced Return Fund | Large Cap Blend Equities | 43 | 7.64% | — | Dec 2005 | JEQIX vs JENHX | |
| Johnson Municipal Income Fund | Municipal Bonds | 55 | -0.41% | — | May 1994 | JEQIX vs JMUNX | |
| Johnson Opportunity Fund | Mid Cap Blend Equities | 34 | 12.69% | — | May 1994 | JEQIX vs JOPPX | |
| Johnson Institutional Short Duration Bond Fund | Short-Term Bond | 70 | 0.25% | — | Aug 2000 | JEQIX vs JIBDX | |
| Johnson Institutional Core Bond Fund | Intermediate Core Bond | 18 | -0.45% | — | Aug 2000 | JEQIX vs JIBFX |
Often Compared With JEQIX
Investors most often compare JEQIX with QQQ, SCHD, SGOIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare JEQIX with Any Fund or Stock
Compare JEQIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JEQIX with funds that move differently
Johnson Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JEQIX.
Explore JEQIX Diversifiers