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 a closer substitute for your current allocation.
Cheapest Alternatives to OIEIX
OIEIX charges 0.95% annually. There are 27 mutual funds in the Dividend category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Tax-Advantaged Dividend Income Fund | 0.01% | — | Sep 2003 | OIEIX vs EVT | |
| John Hancock Tax-Advantaged Dividend Income Fund | 0.01% | — | Feb 2004 | OIEIX vs HTD | |
| The Gabelli Dividend and Income Trust | 0.01% | — | Nov 2003 | OIEIX vs GDV | |
| Virtus Dividend, Interest and Premium Strategy Fun... | 0.02% | — | Feb 2005 | OIEIX vs NFJ | |
| Wells Fargo Advantage Funds - Allspring Global Div... | 0.02% | — | Mar 2007 | OIEIX vs EOD |
Best Risk-Adjusted Alternatives to OIEIX
OIEIX has a PortfoliosLab risk / return rank of 73. There are 11 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 86 | — | Apr 2015 | OIEIX vs FDGDX | |
| Virtus Dividend, Interest and Premium Strategy Fun... | 84 | — | Feb 2005 | OIEIX vs NFJ | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 84 | — | Mar 2005 | OIEIX vs SVAAX | |
| Fidelity Dividend Growth Fund | 79 | — | Apr 1993 | OIEIX vs FDGFX | |
| Wells Fargo Advantage Funds - Allspring Global Div... | 79 | — | Mar 2007 | OIEIX vs EOD |
Top Performing OIEIX Alternatives (YTD)
OIEIX is at 12.03% YTD. There are 7 mutual funds in the Dividend category with higher YTD returns, going as high as 21.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Dividend, Interest and Premium Strategy Fun... | 21.43% | — | Feb 2005 | OIEIX vs NFJ | |
| Fidelity Dividend Growth Fund | 15.34% | — | Apr 1993 | OIEIX vs FDGFX | |
| Wells Fargo Advantage Funds - Allspring Global Div... | 15.31% | — | Mar 2007 | OIEIX vs EOD | |
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 14.97% | — | Apr 2015 | OIEIX vs FDGDX | |
| Janus Henderson U.S. Dividend Income Fund Class D | 12.48% | — | Dec 2022 | OIEIX vs JDDVX |
Lowest Volatility Alternatives to OIEIX
OIEIX has 10.58% 1-year volatility. There are 16 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.89%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.89% | — | Dec 2011 | OIEIX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.41% | — | Dec 1973 | OIEIX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.23% | — | Jul 1987 | OIEIX vs CAIFX | |
| JPMorgan Equity Premium Income Fund Class A | 8.78% | — | Aug 2018 | OIEIX vs JEPAX | |
| John Hancock Premium Dividend Fund | 8.98% | — | Dec 1989 | OIEIX vs PDT |
Lowest Drawdown Alternatives to OIEIX
OIEIX has a 1-year max drawdown of -7.14%. There are 11 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | OIEIX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | OIEIX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | OIEIX vs PDT | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | OIEIX vs CDDYX | |
| American Funds The Income Fund of America Class A | -6.13% | — | Dec 1973 | OIEIX vs AMECX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 12 | 3.53% | — | Nov 2010 | OIEIX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 11 | 3.40% | — | Feb 1992 | OIEIX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 3.28% | — | Feb 1994 | OIEIX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 12 | 0.39% | — | Aug 2018 | OIEIX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 72 | 12.33% | — | Jul 1987 | OIEIX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 12 | -1.71% | — | Dec 2013 | OIEIX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 76 | 0.99% | — | Jun 2014 | OIEIX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 3.06% | — | Sep 1993 | OIEIX vs JUEMX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 2.06% | — | Oct 1999 | OIEIX vs VHIAX | |
| JPMorgan Core Bond Fund | Intermediate Core Bond | 19 | 0.45% | — | May 1991 | OIEIX vs WOBDX |
Often Compared With OIEIX
Investors most often compare OIEIX with DHY, DIVO, PEYAX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare OIEIX with Any Fund or Stock
Compare OIEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OIEIX with funds that move differently
JPMorgan Equity Income Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OIEIX.
Explore OIEIX Diversifiers