Pioneer Equity Income Fund (PEQIX) 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 PEQIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PEQIX
PEQIX charges 1.02% annually. There are 250 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 | PEQIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | PEQIX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | PEQIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | PEQIX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | PEQIX vs VVIAX |
Best Risk-Adjusted Alternatives to PEQIX
PEQIX has a PortfoliosLab risk / return rank of 41. There are 252 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 | PEQIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | PEQIX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | PEQIX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | PEQIX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | PEQIX vs AVLVX |
Top Performing PEQIX Alternatives (YTD)
PEQIX is at 11.72% YTD. There are 166 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 | PEQIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | PEQIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | PEQIX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | PEQIX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | PEQIX vs YAFFX |
Lowest Volatility Alternatives to PEQIX
PEQIX has 11.46% 1-year volatility. There are 180 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 | PEQIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | PEQIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | PEQIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | PEQIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | PEQIX vs TMMAX |
Lowest Drawdown Alternatives to PEQIX
PEQIX has a 1-year max drawdown of -8.01%. There are 222 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 | PEQIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | PEQIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | PEQIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | PEQIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | PEQIX vs SVAIX |
Other Mutual Funds from Amundi
The 10 most viewed Amundi mutual funds shown here include PMFYX, PMAIX, PIODX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund | Global Allocation | 82 | 6.28% | — | Dec 2011 | PEQIX vs PMFYX | |
| Pioneer Multi-Asset Income Fund A | Diversified Portfolio, Dividend | 81 | 6.17% | — | Dec 2011 | PEQIX vs PMAIX | |
| Pioneer Fund | Large Cap Blend Equities | 45 | 11.20% | — | Feb 1928 | PEQIX vs PIODX | |
| Pioneer ILS Interval Fund | High Yield Bonds | 100 | 9.42% | — | Dec 2014 | PEQIX vs XILSX | |
| Pioneer Core Equity Fund | Large Cap Blend Equities | 52 | 11.78% | — | Nov 1999 | PEQIX vs PIOTX | |
| Pioneer Disciplined Growth Fund | Large Cap Growth Equities | 31 | 11.07% | — | Dec 2005 | PEQIX vs PINDX | |
| Pioneer Fundamental Growth Fund | Large Cap Growth Equities | 12 | 4.95% | — | Aug 2002 | PEQIX vs PIGFX | |
| Pioneer Securitized Income Fund | Nontraditional Bonds | 77 | 2.22% | — | Dec 2019 | PEQIX vs SYFFX | |
| Pioneer Multi-Asset Ultrashort Income Fund | Ultrashort Bond | 99 | 1.97% | — | Apr 2011 | PEQIX vs MYFRX | |
| Pioneer Global Sustainable Equity Fund Class A | Global Equities, Sustainable | 83 | 15.22% | — | Dec 2005 | PEQIX vs GLOSX |
Often Compared With PEQIX
Investors most often compare PEQIX with SCHD, VWIAX, EICIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare PEQIX with Any Fund or Stock
Compare PEQIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PEQIX with funds that move differently
Pioneer Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PEQIX.
Explore PEQIX Diversifiers