Johnson Equity Income Fund (JEQIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JEQIX
JEQIX charges 1.00% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among JEQIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | JEQIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | JEQIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | JEQIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | JEQIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | JEQIX vs SSSYX |
Best Risk-Adjusted Alternatives to JEQIX
Among mutual funds in the Large Cap Blend 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 PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | JEQIX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | JEQIX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | JEQIX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | JEQIX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | JEQIX vs DHAMX |
Top Performing JEQIX Alternatives (YTD)
JEQIX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | JEQIX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | JEQIX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | JEQIX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | JEQIX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | JEQIX vs RCKSX |
Lowest Volatility Alternatives to JEQIX
JEQIX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | JEQIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | JEQIX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | JEQIX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | JEQIX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | JEQIX vs QUERX |
Lowest Drawdown Alternatives to JEQIX
JEQIX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | JEQIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | JEQIX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | JEQIX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | JEQIX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | JEQIX vs GQEIX |
Other Mutual Funds from Johnson Mutual Funds
Most popular Johnson Mutual Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Johnson Opportunity Fund | Mid Cap Blend Equities | 14 | -2.62% | May 16, 1994 | JEQIX vs JOPPX | |
| Johnson Institutional Intermediate Bond Fund | Intermediate Core Bond | 81 | -0.38% | Aug 31, 2000 | JEQIX vs JIBEX | |
| Johnson Enhanced Return Fund | Large Cap Blend Equities | 34 | -8.74% | Dec 30, 2005 | JEQIX vs JENHX | |
| Johnson Institutional Core Bond Fund | Intermediate Core Bond | 47 | -0.55% | Aug 31, 2000 | JEQIX vs JIBFX | |
| Johnson Municipal Income Fund | Municipal Bonds | 24 | -1.36% | May 15, 1994 | JEQIX vs JMUNX | |
| Johnson Institutional Short Duration Bond Fund | Short-Term Bond | 97 | -0.14% | Aug 31, 2000 | JEQIX vs JIBDX |
Often Compared With JEQIX
What investors most often compare with JEQIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | JEQIX vs QQQ | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | JEQIX vs SCHD |
Compare JEQIX with Any Fund or Stock
Compare JEQIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.