JPMorgan Equity Income Fund R6 (OIEJX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to OIEJX
OIEJX charges 0.45% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among OIEJX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | OIEJX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | OIEJX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | OIEJX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | OIEJX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | OIEJX vs TILVX |
Best Risk-Adjusted Alternatives to OIEJX
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 | OIEJX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | OIEJX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | OIEJX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | OIEJX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | OIEJX vs VALAX |
Top Performing OIEJX Alternatives (YTD)
OIEJX 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 | OIEJX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | OIEJX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | OIEJX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | OIEJX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | OIEJX vs HFCVX |
Lowest Volatility Alternatives to OIEJX
OIEJX 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 | OIEJX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | OIEJX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | OIEJX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | OIEJX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | OIEJX vs ACIIX |
Lowest Drawdown Alternatives to OIEJX
OIEJX 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 | OIEJX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | OIEJX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | OIEJX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | OIEJX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | OIEJX vs PSECX |
Other Mutual Funds from JPMorgan
Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | -11.56% | Nov 30, 2010 | OIEJX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | OIEJX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | OIEJX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | OIEJX vs JEPIX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | OIEJX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | OIEJX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | OIEJX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | OIEJX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | OIEJX vs VHIAX | |
| JPMorgan U.S. Equity Fund | Large Cap Blend Equities | 22 | -10.35% | Sep 17, 1993 | OIEJX vs JMUEX |
Often Compared With OIEJX
What investors most often compare with OIEJX, 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.