Northern Income Equity Fund (NOIEX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NOIEX
NOIEX charges 0.49% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among NOIEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | NOIEX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | NOIEX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | NOIEX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | NOIEX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | NOIEX vs TILVX |
Best Risk-Adjusted Alternatives to NOIEX
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... | 92 | Mar 2, 2016 | NOIEX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | NOIEX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | NOIEX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | NOIEX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | NOIEX vs VALAX |
Top Performing NOIEX Alternatives (YTD)
NOIEX 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 | NOIEX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | NOIEX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | NOIEX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | NOIEX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | NOIEX vs HFCVX |
Lowest Volatility Alternatives to NOIEX
NOIEX 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 | NOIEX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | NOIEX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | NOIEX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | NOIEX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | NOIEX vs ACIIX |
Lowest Drawdown Alternatives to NOIEX
NOIEX 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 | NOIEX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | NOIEX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | NOIEX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | NOIEX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | NOIEX vs PSECX |
Other Mutual Funds from Northern Funds
Most popular Northern Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Northern Stock Index Fund | Large Cap Blend Equities | 40 | -7.06% | Oct 7, 1996 | NOIEX vs NOSIX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 59 | -1.88% | Mar 22, 2005 | NOIEX vs NOINX | |
| Northern Global Sustainability Index Fund | Global Equities | 52 | -7.28% | Mar 4, 2008 | NOIEX vs NSRIX | |
| Northern Small Cap Value Fund | Small Cap Value Equities | 49 | 2.19% | Mar 31, 1994 | NOIEX vs NOSGX | |
| Northern Small Cap Core Fund | Small Cap Blend Equities | 40 | -0.95% | Sep 30, 1999 | NOIEX vs NSGRX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 58 | -6.06% | Dec 16, 2005 | NOIEX vs NOLCX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 82 | -0.85% | Dec 31, 1998 | NOIEX vs NHFIX | |
| Northern Bond Index Fund | Intermediate Core Bond | 51 | -0.24% | Feb 27, 2007 | NOIEX vs NOBOX | |
| Northern Tax-Advantaged U-S Fixed Income | Ultrashort Bond | 97 | 0.57% | Jun 18, 2009 | NOIEX vs NTAUX | |
| Northern Core Bond Fund | Intermediate Core Bond | 55 | -0.20% | Mar 29, 2001 | NOIEX vs NOCBX |
Often Compared With NOIEX
What investors most often compare with NOIEX, 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.