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 59 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 | |
| Voya Asia Pacific High Dividend Equity Income Fund | 0.02% | — | Mar 2007 | OIEIX vs IAE |
Best Risk-Adjusted Alternatives to OIEIX
OIEIX has a PortfoliosLab risk / return rank of 93. There are 9 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Equity Income Fund | 95 | — | Oct 1985 | OIEIX vs PRFDX | |
| Goldman Sachs Equity Income Fund | 95 | — | Feb 1993 | OIEIX vs GSGRX | |
| Russell Investments Equity Income Fund | 95 | — | Mar 2000 | OIEIX vs REAYX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | OIEIX vs VIHAX | |
| JPMorgan Equity Income Fund R6 | 94 | — | Jul 1987 | OIEIX vs OIEJX |
Top Performing OIEIX Alternatives (YTD)
OIEIX is at 17.49% YTD. There are 19 mutual funds in the Dividend category with higher YTD returns, going as high as 26.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Asia Pacific High Dividend Equity Income Fund | 26.57% | — | Mar 2007 | OIEIX vs IAE | |
| Virtus Dividend, Interest and Premium Strategy Fun... | 25.90% | — | Feb 2005 | OIEIX vs NFJ | |
| Transamerica Sustainable Equity Income Fund | 21.42% | — | Jan 2013 | OIEIX vs TRDIX | |
| Allspring Emerging Markets Equity Income Fund | 21.07% | — | May 2012 | OIEIX vs EQIIX | |
| Eaton Vance Tax-Advantaged Dividend Income Fund | 20.24% | — | Sep 2003 | OIEIX vs EVT |
Lowest Volatility Alternatives to OIEIX
OIEIX has 10.53% 1-year volatility. There are 33 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.96% | — | Dec 2011 | OIEIX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.37% | — | Dec 1973 | OIEIX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.15% | — | Jul 1987 | OIEIX vs CAIFX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | OIEIX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | OIEIX vs ACIIX |
Lowest Drawdown Alternatives to OIEIX
OIEIX has a 1-year max drawdown of -7.14%. There are 28 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 | |
| Goldman Sachs Equity Income Fund | -5.48% | — | Feb 1993 | OIEIX vs GSGRX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | OIEIX vs CDDYX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.
Often Compared With OIEIX
Investors most often compare OIEIX with DHY, EOD, DIVO. These 20 comparison targets span 7 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