JPMorgan Equity Income Fund Class A (OIEIX) Alternatives

JPMorgan Equity Income Fund Class A (OIEIX) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OIEIX. 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 OIEIX

OIEIX charges 0.95% annually. Among mutual funds in the Dividend category, these options have the lowest expense ratios among OIEIX alternatives.

Symbol	Name	Expense Ratio	Inception
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	0.01%	Sep 30, 2003	OIEIX vs EVT
HTD	John Hancock Tax-Advantaged Dividend Income Fund	0.01%	Feb 25, 2004	OIEIX vs HTD
GDV	The Gabelli Dividend and Income Trust	0.01%	Nov 28, 2003	OIEIX vs GDV
NFJ	Virtus Dividend, Interest and Premium Strategy Fun...	0.02%	Feb 28, 2005	OIEIX vs NFJ
EOD	Wells Fargo Advantage Funds - Allspring Global Div...	0.02%	Mar 28, 2007	OIEIX vs EOD

Best Risk-Adjusted Alternatives to OIEIX

Among mutual funds in the Dividend 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
EPDPX	EuroPac International Dividend Income Fund Class A	97	Jan 10, 2014	OIEIX vs EPDPX
PMAIX	Pioneer Multi-Asset Income Fund A	93	Dec 22, 2011	OIEIX vs PMAIX
VIHAX	Vanguard International High Dividend Yield Index F...	92	Mar 2, 2016	OIEIX vs VIHAX
EOD	Wells Fargo Advantage Funds - Allspring Global Div...	87	Mar 28, 2007	OIEIX vs EOD
AMECX	American Funds The Income Fund of America Class A	81	Dec 1, 1973	OIEIX vs AMECX

Top Performing OIEIX Alternatives (YTD)

OIEIX alternatives from the Dividend category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	8.28%	Mar 30, 2005	OIEIX vs SVAAX
HTD	John Hancock Tax-Advantaged Dividend Income Fund	6.73%	Feb 25, 2004	OIEIX vs HTD
EPDPX	EuroPac International Dividend Income Fund Class A	5.90%	Jan 10, 2014	OIEIX vs EPDPX
PDT	John Hancock Premium Dividend Fund	5.12%	Dec 14, 1989	OIEIX vs PDT
VIHAX	Vanguard International High Dividend Yield Index F...	3.08%	Mar 2, 2016	OIEIX vs VIHAX

Lowest Volatility Alternatives to OIEIX

OIEIX alternatives from the Dividend category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	7.19%	Dec 22, 2011	OIEIX vs PMAIX
AMECX	American Funds The Income Fund of America Class A	9.48%	Dec 1, 1973	OIEIX vs AMECX
CAIFX	American Funds Capital Income Builder Fund Class F...	10.11%	Jul 30, 1987	OIEIX vs CAIFX
PDT	John Hancock Premium Dividend Fund	13.21%	Dec 14, 1989	OIEIX vs PDT
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	13.61%	Nov 8, 2012	OIEIX vs CDDYX

Lowest Drawdown Alternatives to OIEIX

OIEIX alternatives from the Dividend category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	-7.06%	Dec 22, 2011	OIEIX vs PMAIX
AMECX	American Funds The Income Fund of America Class A	-8.19%	Dec 1, 1973	OIEIX vs AMECX
CAIFX	American Funds Capital Income Builder Fund Class F...	-8.37%	Jul 30, 1987	OIEIX vs CAIFX
VDIGX	Vanguard Dividend Growth Fund	-9.57%	May 15, 1992	OIEIX vs VDIGX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	-10.17%	Nov 8, 2012	OIEIX vs CDDYX

Other Mutual Funds from JPMorgan

Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	18	-11.56%	Nov 30, 2010	OIEIX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	17	-11.61%	Feb 28, 1992	OIEIX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	17	-11.67%	Feb 28, 1992	OIEIX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income	20	-2.35%	Aug 31, 2018	OIEIX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	43	-0.27%	Jul 2, 1987	OIEIX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Hedge Fund	28	-5.65%	Dec 13, 2013	OIEIX vs JHEQX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	22	-10.33%	Sep 17, 1993	OIEIX vs JUEMX
JMSIX	JPMorgan Income Fund	Multisector Bonds	96	-0.29%	Jun 1, 2014	OIEIX vs JMSIX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	19	-2.40%	Aug 31, 2018	OIEIX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	23	-12.06%	Oct 29, 1999	OIEIX vs VHIAX

Often Compared With OIEIX

What investors most often compare with OIEIX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
PEYAX	Putnam Large Cap Value Fund	Large Cap Value Equities	62	-1.32%	Jun 15, 1977	OIEIX vs PEYAX
VEIRX	Vanguard Equity Income Fund Admiral Shares	Large Cap Value Equities	57	-0.12%	Aug 13, 2001	OIEIX vs VEIRX
DHY	Dimensional High Yield Equity Fund	Dividend	3	-2.71%	Jan 1, 2013	OIEIX vs DHY
DIVO	Amplify CWP Enhanced Dividend Income ETF	Derivative Income	80	2.01%	Dec 13, 2016	OIEIX vs DIVO
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	OIEIX vs SCHD
AMINX	Amana Income Fund Institutional Class	Dividend	38	-4.76%	Sep 25, 2013	OIEIX vs AMINX
VADGX	Vanguard Advice Select Dividend Growth Fund	Large Cap Blend Equities, Dividend	6	-8.88%	Nov 9, 2021	OIEIX vs VADGX
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	Large Cap Value Equities, Dividend	65	1.97%	Feb 7, 2019	OIEIX vs VHYAX

Compare OIEIX with Any Fund or Stock

Compare OIEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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JPMorgan Equity Income Fund Class A

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