Northern Income Equity Fund (NOIEX) 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 NOIEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NOIEX
NOIEX charges 0.49% annually. There are 44 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 | NOIEX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | NOIEX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | NOIEX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | NOIEX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | NOIEX vs VVIAX |
Best Risk-Adjusted Alternatives to NOIEX
NOIEX has a PortfoliosLab risk / return rank of 77. There are 143 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 | NOIEX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | NOIEX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | NOIEX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | NOIEX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | NOIEX vs AVLVX |
Top Performing NOIEX Alternatives (YTD)
NOIEX is at 12.82% YTD. There are 128 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | NOIEX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | NOIEX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | NOIEX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | NOIEX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | NOIEX vs YAFFX |
Lowest Volatility Alternatives to NOIEX
NOIEX has 12.23% 1-year volatility. There are 229 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 | NOIEX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | NOIEX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | NOIEX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | NOIEX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | NOIEX vs TMMAX |
Lowest Drawdown Alternatives to NOIEX
NOIEX has a 1-year max drawdown of -8.39%. There are 249 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 | NOIEX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | NOIEX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | NOIEX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | NOIEX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | NOIEX vs SVAIX |
Other Mutual Funds from Northern Funds
The 10 most viewed Northern Funds mutual funds shown here include NOSIX, NHFIX, NSRIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Northern Stock Index Fund | Large Cap Blend Equities | 66 | 11.34% | — | Oct 1996 | NOIEX vs NOSIX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 82 | 2.18% | — | Dec 1998 | NOIEX vs NHFIX | |
| Northern Global Sustainability Index Fund | Global Equities | 55 | 10.40% | — | Mar 2008 | NOIEX vs NSRIX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 36 | 10.47% | — | Mar 2005 | NOIEX vs NOINX | |
| Northern Small Cap Value Fund | Small Cap Value Equities | 71 | 20.80% | — | Mar 1994 | NOIEX vs NOSGX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 78 | 10.85% | — | Dec 2005 | NOIEX vs NOLCX | |
| Northern Small Cap Core Fund | Small Cap Blend Equities | 74 | 21.80% | — | Sep 1999 | NOIEX vs NSGRX | |
| Northern Bond Index Fund | Intermediate Core Bond | 15 | -0.35% | — | Feb 2007 | NOIEX vs NOBOX | |
| Northern Mid Cap Index Fund | Mid Cap Blend Equities | 40 | 15.19% | — | Mar 2005 | NOIEX vs NOMIX | |
| Northern Small Cap Index Fund | Small Cap Blend Equities | 65 | 20.69% | — | Sep 1999 | NOIEX vs NSIDX |
Often Compared With NOIEX
Investors most often compare NOIEX with EQTIX, FNSTX, FXAIX. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare NOIEX with Any Fund or Stock
Compare NOIEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NOIEX with funds that move differently
Northern Income Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NOIEX.
Explore NOIEX Diversifiers