Pioneer Equity Income Y (PYEQX) 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 PYEQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PYEQX
PYEQX charges 0.81% annually. There are 180 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 | PYEQX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | PYEQX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | PYEQX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | PYEQX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | PYEQX vs TILVX |
Best Risk-Adjusted Alternatives to PYEQX
PYEQX has a PortfoliosLab risk / return rank of 50. There are 221 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 | PYEQX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | PYEQX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | PYEQX vs VALAX | |
| SA U.S. Value Fund | 96 | — | Aug 1999 | PYEQX vs SABTX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | PYEQX vs FSWCX |
Top Performing PYEQX Alternatives (YTD)
PYEQX is at 10.72% YTD. There are 142 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 28.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 28.79% | — | May 1997 | PYEQX vs YAFFX | |
| PIMCO RAE US Fund | 24.93% | — | Jun 2015 | PYEQX vs PKAIX | |
| Al Frank Fund | 23.95% | — | May 2006 | PYEQX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.93% | — | Jun 2022 | PYEQX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.98% | — | Jun 2005 | PYEQX vs PXTIX |
Lowest Volatility Alternatives to PYEQX
PYEQX has 11.42% 1-year volatility. There are 203 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.56% | — | Sep 2017 | PYEQX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | PYEQX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.16% | — | Dec 1973 | PYEQX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class C | 8.02% | — | Nov 1997 | PYEQX vs FLCCX | |
| Fidelity Advisor Large Cap Fund Class I | 8.02% | — | Feb 1996 | PYEQX vs FALIX |
Lowest Drawdown Alternatives to PYEQX
PYEQX has a 1-year max drawdown of -7.97%. There are 220 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | PYEQX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | PYEQX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | PYEQX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | PYEQX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | PYEQX vs SVAIX |
Other Mutual Funds from Amundi
The 10 most viewed Amundi mutual funds shown here include PMFYX, PIODX, PMAIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund | Global Allocation | 88 | 6.01% | — | Dec 2011 | PYEQX vs PMFYX | |
| Pioneer Fund | Large Cap Blend Equities | 67 | 12.84% | — | Feb 1928 | PYEQX vs PIODX | |
| Pioneer Multi-Asset Income Fund A | Diversified Portfolio, Dividend | 87 | 5.84% | — | Dec 2011 | PYEQX vs PMAIX | |
| Pioneer ILS Interval Fund | High Yield Bonds | 100 | 7.97% | — | Dec 2014 | PYEQX vs XILSX | |
| Pioneer Core Equity Fund | Large Cap Blend Equities | 66 | 11.69% | — | Nov 1999 | PYEQX vs PIOTX | |
| Pioneer Disciplined Growth Fund | Large Cap Growth Equities | 38 | 10.93% | — | Dec 2005 | PYEQX vs PINDX | |
| Pioneer Fundamental Growth Fund | Large Cap Growth Equities | 16 | 4.95% | — | Aug 2002 | PYEQX vs PIGFX | |
| Pioneer Multi-Asset Ultrashort Income Fund | Ultrashort Bond | 98 | 1.73% | — | Apr 2011 | PYEQX vs MYFRX | |
| Pioneer Global Sustainable Equity Fund Class A | Global Equities, Sustainable | 88 | 16.13% | — | Dec 2005 | PYEQX vs GLOSX | |
| Pioneer Mid Cap Value Fund | Mid Cap Value Equities | 68 | 13.97% | — | Jul 1990 | PYEQX vs PCGRX |
Often Compared With PYEQX
Investors most often compare PYEQX with VTV, AVERX, ACIIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare PYEQX with Any Fund or Stock
Compare PYEQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PYEQX with funds that move differently
Pioneer Equity Income Y alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PYEQX.
Explore PYEQX Diversifiers