Pioneer Equity Income Fund (PEQIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PEQIX
PEQIX charges 1.02% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among PEQIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | PEQIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | PEQIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | PEQIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | PEQIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | PEQIX vs TILVX |
Best Risk-Adjusted Alternatives to PEQIX
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 | PEQIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | PEQIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | PEQIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | PEQIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | PEQIX vs VALAX |
Top Performing PEQIX Alternatives (YTD)
PEQIX 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 | PEQIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | PEQIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | PEQIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | PEQIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | PEQIX vs HFCVX |
Lowest Volatility Alternatives to PEQIX
PEQIX 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 | PEQIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | PEQIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | PEQIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | PEQIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | PEQIX vs ACIIX |
Lowest Drawdown Alternatives to PEQIX
PEQIX 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 | PEQIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | PEQIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | PEQIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | PEQIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | PEQIX vs PSECX |
Other Mutual Funds from Amundi
Most popular Amundi mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund | Global Allocation | 93 | 0.91% | Dec 21, 2011 | PEQIX vs PMFYX | |
| Pioneer Fund | Large Cap Blend Equities | 77 | -4.16% | Feb 10, 1928 | PEQIX vs PIODX | |
| Pioneer Multi-Asset Income Fund A | Diversified Portfolio, Dividend | 93 | 0.80% | Dec 22, 2011 | PEQIX vs PMAIX | |
| Pioneer Core Equity Fund | Large Cap Blend Equities | 55 | -2.50% | Nov 18, 1999 | PEQIX vs PIOTX | |
| Pioneer Disciplined Growth Fund | Large Cap Growth Equities | 44 | -10.74% | Dec 15, 2005 | PEQIX vs PINDX | |
| Pioneer Fundamental Growth Fund | Large Cap Growth Equities | 12 | -11.93% | Aug 22, 2002 | PEQIX vs PIGFX | |
| Pioneer Multi-Asset Ultrashort Income Fund | Ultrashort Bond | 99 | 0.52% | Apr 29, 2011 | PEQIX vs MYFRX | |
| Pioneer Mid Cap Value Fund | Mid Cap Value Equities | 33 | 1.36% | Jul 25, 1990 | PEQIX vs PCGRX | |
| Pioneer ILS Interval Fund | High Yield Bonds | 100 | 5.18% | Dec 16, 2014 | PEQIX vs XILSX | |
| Pioneer Global Sustainable Equity Fund Class A | Global Equities, Sustainable | 88 | -2.65% | Dec 15, 2005 | PEQIX vs GLOSX |
Often Compared With PEQIX
What investors most often compare with PEQIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | PEQIX vs SCHD | |
| Vanguard Wellesley Income Fund Admiral Shares | Diversified Portfolio | 68 | -0.44% | May 14, 2001 | PEQIX vs VWIAX | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | PEQIX vs QQQ | |
| EIC Value Fund | Large Cap Value Equities | 34 | 1.56% | Apr 29, 2011 | PEQIX vs EICIX | |
| Pioneer High Yield Fund | High Yield Bonds | 80 | -1.37% | Feb 12, 1998 | PEQIX vs TYHYX |
Compare PEQIX with Any Fund or Stock
Compare PEQIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.