Crossmark Steward Covered Call Income Fund (SCJIX) belongs to the Derivative Income category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SCJIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SCJIX
SCJIX charges 1.00% annually. There are 10 mutual funds in the Derivative Income category with lower expense ratios, going as low as 0.45%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 0.45% | 8.86M | Nov 2021 | SCJIX vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.59% | — | Aug 2018 | SCJIX vs JEPIX | |
| Shelton Equity Income Fund | 0.72% | — | Sep 1996 | SCJIX vs EQTIX | |
| Cullen Enhanced Equity Income Fund | 0.75% | — | Dec 2015 | SCJIX vs ENHNX | |
| JPMorgan Equity Premium Income Fund Class A | 0.85% | — | Aug 2018 | SCJIX vs JEPAX |
Best Risk-Adjusted Alternatives to SCJIX
SCJIX has a PortfoliosLab risk / return rank of 32. There are 13 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 83.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| The Covered Bridge Fund | 83 | — | Sep 2013 | SCJIX vs TCBIX | |
| Goldman Sachs International Equity Dividend and Pr... | 80 | — | Jan 2008 | SCJIX vs GIDHX | |
| BlackRock High Equity Income Fund | 78 | — | Apr 1998 | SCJIX vs BMCIX | |
| BlackRock High Equity Income Fund Class A | 76 | — | May 1998 | SCJIX vs BMEAX | |
| BlackRock Enhanced Equity Dividend Trust | 64 | — | Aug 2005 | SCJIX vs BDJ |
Top Performing SCJIX Alternatives (YTD)
SCJIX is at 2.08% YTD. There are 20 mutual funds in the Derivative Income category with higher YTD returns, going as high as 13.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs International Equity Dividend and Pr... | 13.24% | — | Jan 2008 | SCJIX vs GIDHX | |
| BlackRock High Equity Income Fund | 12.22% | — | Apr 1998 | SCJIX vs BMCIX | |
| BlackRock High Equity Income Fund Class A | 12.09% | — | May 1998 | SCJIX vs BMEAX | |
| Cullen Enhanced Equity Income Fund | 12.04% | — | Dec 2015 | SCJIX vs ENHNX | |
| The Covered Bridge Fund | 11.04% | — | Sep 2013 | SCJIX vs TCBIX |
Lowest Volatility Alternatives to SCJIX
SCJIX has 9.28% 1-year volatility. There are 3 mutual funds in the Derivative Income category with lower 1-year volatility, going as low as 8.80%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| The Covered Bridge Fund | 8.80% | — | Sep 2013 | SCJIX vs TCBIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | SCJIX vs JEPIX | |
| JPMorgan Equity Premium Income Fund Class A | 8.92% | — | Aug 2018 | SCJIX vs JEPAX | |
| Madison Covered Call & Equity Income Fund | 9.52% | — | Oct 2009 | SCJIX vs MENYX | |
| Invesco Income Advantage U.S. Fund | 10.13% | — | Mar 2006 | SCJIX vs SCAUX |
Lowest Drawdown Alternatives to SCJIX
SCJIX has a 1-year max drawdown of -8.52%. There are 8 mutual funds in the Derivative Income category with shallower 1-year drawdowns, going as shallow as -5.26%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| The Covered Bridge Fund | -5.26% | — | Sep 2013 | SCJIX vs TCBIX | |
| Cullen Enhanced Equity Income Fund | -6.34% | — | Dec 2015 | SCJIX vs ENHNX | |
| Invesco Income Advantage U.S. Fund | -7.05% | — | Mar 2006 | SCJIX vs SCAUX | |
| Shelton Equity Income Fund | -7.10% | — | Sep 1996 | SCJIX vs EQTIX | |
| JPMorgan Equity Premium Income Fund Class A | -7.41% | — | Aug 2018 | SCJIX vs JEPAX |
Other Mutual Funds from Crossmark Steward Funds
The 5 most viewed Crossmark Steward Funds mutual funds shown here include SEECX, SGISX, SEACX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Crossmark Steward Values-Focused Large Cap Enhance... | Large Cap Blend Equities | 48 | 8.89% | — | Oct 2004 | SCJIX vs SEECX | |
| Crossmark Steward Global Equity Income Fund | Dividend, Global Equities | 72 | 12.19% | — | Apr 2008 | SCJIX vs SGISX | |
| Crossmark Steward Select Bond Fund | Short-Term Bond | 15 | -0.83% | — | Oct 2004 | SCJIX vs SEACX | |
| Crossmark Steward International Enhanced Index Fun... | Foreign Large Cap Equities | 82 | 15.30% | — | Feb 2006 | SCJIX vs SNTCX | |
| Crossmark Steward Values-FocusedSmall-Mid Cap Enha... | Small Cap Blend Equities | 62 | 15.79% | — | Jan 1952 | SCJIX vs TRDFX |
Often Compared With SCJIX
Investors most often compare SCJIX with VOO, CII, INTAX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare SCJIX with Any Fund or Stock
Compare SCJIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SCJIX with funds that move differently
Crossmark Steward Covered Call Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SCJIX.
Explore SCJIX Diversifiers