JPMorgan Equity Income Fund R6 (OIEJX) 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 OIEJX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OIEJX
OIEJX charges 0.45% annually. There are 39 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 | OIEJX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | OIEJX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | OIEJX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | OIEJX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | OIEJX vs TILVX |
Best Risk-Adjusted Alternatives to OIEJX
OIEJX has a PortfoliosLab risk / return rank of 82. There are 108 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 | OIEJX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | OIEJX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | OIEJX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | OIEJX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | OIEJX vs AVLVX |
Top Performing OIEJX Alternatives (YTD)
OIEJX is at 15.35% YTD. There are 88 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 | OIEJX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | OIEJX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | OIEJX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | OIEJX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | OIEJX vs YAFFX |
Lowest Volatility Alternatives to OIEJX
OIEJX has 10.59% 1-year volatility. There are 89 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 | OIEJX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | OIEJX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | OIEJX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | OIEJX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | OIEJX vs TMMAX |
Lowest Drawdown Alternatives to OIEJX
OIEJX has a 1-year max drawdown of -7.08%. There are 132 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 | OIEJX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | OIEJX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | OIEJX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | OIEJX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | OIEJX vs SVAIX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 13 | 5.06% | — | Nov 2010 | OIEJX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 4.91% | — | Feb 1992 | OIEJX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 12 | 4.78% | — | Feb 1994 | OIEJX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 18 | 3.00% | — | Aug 2018 | OIEJX vs JEPIX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 15 | -0.75% | — | Dec 2013 | OIEJX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 86 | 1.48% | — | Jun 2014 | OIEJX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 23 | 6.03% | — | Sep 1993 | OIEJX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 17 | 2.94% | — | Aug 2018 | OIEJX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 13 | 4.07% | — | Oct 1999 | OIEJX vs VHIAX | |
| JPMorgan Equity Income Fund | Large Cap Value Equities | 81 | 15.21% | — | Jul 1987 | OIEJX vs HLIEX |
Often Compared With OIEJX
Investors most often compare OIEJX with VIIIX, FXAIX, VOO. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare OIEJX with Any Fund or Stock
Compare OIEJX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OIEJX with funds that move differently
JPMorgan Equity Income Fund R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OIEJX.
Explore OIEJX Diversifiers