Federated Hermes Equity Income Fund (LEIFX) Alternatives
Federated Hermes Equity Income Fund (LEIFX) 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 LEIFX. 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 LEIFX
LEIFX charges 1.11% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among LEIFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | LEIFX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | LEIFX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | LEIFX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | LEIFX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | LEIFX vs VVIAX |
Best Risk-Adjusted Alternatives to LEIFX
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... | 94 | Mar 2, 2016 | LEIFX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | LEIFX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | LEIFX vs TOWFX | |
| Dodge & Cox International Stock Fund | 86 | — | LEIFX vs DODFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | LEIFX vs NEIMX |
Top Performing LEIFX Alternatives (YTD)
LEIFX 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 | LEIFX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | LEIFX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | LEIFX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | LEIFX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | LEIFX vs SVAIX |
Lowest Volatility Alternatives to LEIFX
LEIFX 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 | LEIFX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | LEIFX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | LEIFX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | LEIFX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | LEIFX vs ACIIX |
Lowest Drawdown Alternatives to LEIFX
LEIFX 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 | LEIFX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | LEIFX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | LEIFX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | LEIFX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | LEIFX vs PSECX |
Other Mutual Funds from Federated
Most popular Federated mutual funds on PortfoliosLab, across asset classes.
Often Compared With LEIFX
What investors most often compare with LEIFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Equity Income Fund Investor Shares | Large Cap Value Equities | 60 | 1.48% | Mar 21, 1988 | LEIFX vs VEIPX | |
| Al Frank Fund | Large Cap Value Equities | 85 | 1.54% | May 1, 2006 | LEIFX vs VALAX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 75 | 8.31% | Nov 1, 1996 | LEIFX vs HFCVX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 52 | 2.07% | Oct 1, 2002 | LEIFX vs TILVX |
Compare LEIFX with Any Fund or Stock
Compare LEIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.