Johnson Equity Income Fund (JEQIX) 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 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 312 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 | JEQIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | JEQIX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | JEQIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | JEQIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | JEQIX vs SSSYX |
Best Risk-Adjusted Alternatives to JEQIX
JEQIX has a PortfoliosLab risk / return rank of 24. There are 342 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | JEQIX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | JEQIX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | JEQIX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | JEQIX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | JEQIX vs GTLOX |
Top Performing JEQIX Alternatives (YTD)
JEQIX is at 3.87% YTD. There are 366 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | JEQIX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | JEQIX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | JEQIX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | JEQIX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | JEQIX vs RESGX |
Lowest Volatility Alternatives to JEQIX
JEQIX has 9.94% 1-year volatility. There are 16 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | JEQIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | JEQIX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | JEQIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | JEQIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | JEQIX vs JEPIX |
Lowest Drawdown Alternatives to JEQIX
JEQIX has a 1-year max drawdown of -8.49%. There are 75 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | JEQIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | JEQIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | JEQIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | JEQIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | JEQIX vs QUERX |
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 | -0.07% | — | Aug 2000 | JEQIX vs JIBEX | |
| Johnson Enhanced Return Fund | Large Cap Blend Equities | 52 | 9.61% | — | Dec 2005 | JEQIX vs JENHX | |
| Johnson Municipal Income Fund | Municipal Bonds | 64 | 1.21% | — | May 1994 | JEQIX vs JMUNX | |
| Johnson Opportunity Fund | Mid Cap Blend Equities | 18 | 10.11% | — | May 1994 | JEQIX vs JOPPX | |
| Johnson Institutional Short Duration Bond Fund | Short-Term Bond | 78 | 0.46% | — | Aug 2000 | JEQIX vs JIBDX | |
| Johnson Institutional Core Bond Fund | Intermediate Core Bond | 19 | -0.03% | — | Aug 2000 | JEQIX vs JIBFX |
Often Compared With JEQIX
Investors most often compare JEQIX with QQQ, SCHD, SGOIX. These 20 comparison targets span 4 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