John Hancock Funds II Equity Income Fund (JIEMX) 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 JIEMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JIEMX
JIEMX charges 0.76% annually. There are 156 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | JIEMX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | JIEMX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | JIEMX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | JIEMX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | JIEMX vs VVIAX |
Best Risk-Adjusted Alternatives to JIEMX
JIEMX has a PortfoliosLab risk / return rank of 1. There are 319 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | JIEMX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | JIEMX vs FGINX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | JIEMX vs IDIVX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | JIEMX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | JIEMX vs AVLVX |
Top Performing JIEMX Alternatives (YTD)
JIEMX is at 15.17% YTD. There are 81 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.85%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 24.85% | — | Jun 2015 | JIEMX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 23.42% | — | Nov 1935 | JIEMX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.26% | — | Jun 2022 | JIEMX vs AVLVX | |
| Al Frank Fund | 22.41% | — | May 2006 | JIEMX vs VALAX | |
| AMG Yacktman Focused Fund | 21.86% | — | May 1997 | JIEMX vs YAFFX |
Lowest Volatility Alternatives to JIEMX
JIEMX has 38.45% 1-year volatility. There are 322 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | JIEMX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | JIEMX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | JIEMX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | JIEMX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.50% | — | Dec 2007 | JIEMX vs TMMAX |
Lowest Drawdown Alternatives to JIEMX
JIEMX has a 1-year max drawdown of -36.28%. There are 320 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | JIEMX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | JIEMX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | JIEMX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | JIEMX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | JIEMX vs SVAIX |
Other Mutual Funds from John Hancock
The 10 most viewed John Hancock mutual funds shown here include SVBAX, JAAAX, JVMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| John Hancock Balanced Fund | Diversified Portfolio | 87 | 10.21% | — | Oct 1992 | JIEMX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 94 | 5.77% | — | Jan 2009 | JIEMX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 29 | 11.32% | — | Jun 1997 | JIEMX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 64 | 10.69% | — | Nov 2012 | JIEMX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 11 | 6.07% | — | Dec 1989 | JIEMX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 18.41% | — | Jan 1997 | JIEMX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 22 | 0.22% | — | Nov 1973 | JIEMX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 32 | 21.16% | — | May 2019 | JIEMX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 13 | 2.71% | — | Oct 1984 | JIEMX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 90 | 11.68% | — | Apr 2014 | JIEMX vs JAKVX |
Often Compared With JIEMX
Investors most often compare JIEMX with DQIRX, NPRTX, NEIMX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare JIEMX with Any Fund or Stock
Compare JIEMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JIEMX with funds that move differently
John Hancock Funds II Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JIEMX.
Explore JIEMX Diversifiers