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 | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | OIEJX vs VVIAX |
Best Risk-Adjusted Alternatives to OIEJX
OIEJX has a PortfoliosLab risk / return rank of 91. There are 99 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | OIEJX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | OIEJX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | OIEJX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | OIEJX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | OIEJX vs LSVVX |
Top Performing OIEJX Alternatives (YTD)
OIEJX is at 16.82% YTD. There are 90 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | OIEJX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | OIEJX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | OIEJX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | OIEJX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | OIEJX vs AVLVX |
Lowest Volatility Alternatives to OIEJX
OIEJX has 10.60% 1-year volatility. There are 88 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | OIEJX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | OIEJX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | OIEJX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | OIEJX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | OIEJX vs ACIIX |
Lowest Drawdown Alternatives to OIEJX
OIEJX has a 1-year max drawdown of -7.08%. There are 129 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 Equity Income 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 10 categories.
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