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 12 mutual funds in the Derivative Income category with lower expense ratios, going as low as 0.44%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 0.44% | 236.88M | Feb 2016 | SCJIX vs PUTW | |
| USCF Gold Strategy Plus Income Fund | 0.45% | — | 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 |
Best Risk-Adjusted Alternatives to SCJIX
SCJIX has a PortfoliosLab risk / return rank of 41. There are 9 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Enhanced Large Cap Core Fund | 88 | — | Apr 2004 | SCJIX vs CII | |
| Virtus Equity & Convertible Income Fund | 72 | — | Feb 2007 | SCJIX vs NIE | |
| Invesco Income Advantage U.S. Fund | 68 | — | Mar 2006 | SCJIX vs SCAUX | |
| BlackRock High Equity Income Fund | 64 | — | Apr 1998 | SCJIX vs BMCIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 64 | — | Jan 2007 | SCJIX vs QQQX |
Top Performing SCJIX Alternatives (YTD)
SCJIX is at 4.35% YTD. There are 17 mutual funds in the Derivative Income category with higher YTD returns, going as high as 15.10%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | 15.10% | — | Sep 2021 | SCJIX vs ECAT | |
| BlackRock Enhanced Large Cap Core Fund | 13.80% | — | Apr 2004 | SCJIX vs CII | |
| Catalyst Nasdaq-100 Hedged Equity Fund | 12.40% | — | Dec 2013 | SCJIX vs CLPAX | |
| BlackRock High Equity Income Fund | 11.53% | — | Apr 1998 | SCJIX vs BMCIX | |
| BlackRock High Equity Income Fund Class A | 11.38% | — | May 1998 | SCJIX vs BMEAX |
Lowest Volatility Alternatives to SCJIX
SCJIX has 8.84% 1-year volatility. There are 3 mutual funds in the Derivative Income category with lower 1-year volatility, going as low as 8.70%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | SCJIX vs JEPIX | |
| The Covered Bridge Fund | 8.73% | — | Sep 2013 | SCJIX vs TCBIX | |
| JPMorgan Equity Premium Income Fund Class A | 8.76% | — | Aug 2018 | SCJIX vs JEPAX | |
| Madison Covered Call & Equity Income Fund | 9.48% | — | Oct 2009 | SCJIX vs MENYX | |
| Invesco Income Advantage U.S. Fund | 9.81% | — | 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 I | -7.41% | — | Aug 2018 | SCJIX vs JEPIX |
Other Mutual Funds from Crossmark Steward Funds
The 5 most viewed Crossmark Steward Funds mutual funds shown here include SEECX, SGISX, SEACX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Crossmark Steward Values-Focused Large Cap Enhance... | Large Cap Blend Equities | 55 | 11.12% | — | Oct 2004 | SCJIX vs SEECX | |
| Crossmark Steward Global Equity Income Fund | Global Equities | 53 | 12.01% | — | Apr 2008 | SCJIX vs SGISX | |
| Crossmark Steward Select Bond Fund | Short-Term Bond | 16 | -0.34% | — | Oct 2004 | SCJIX vs SEACX | |
| Crossmark Steward International Enhanced Index Fun... | Foreign Large Cap Equities | 65 | 13.25% | — | Feb 2006 | SCJIX vs SNTCX | |
| Crossmark Steward Values-FocusedSmall-Mid Cap Enha... | Small Cap Blend Equities | 48 | 16.28% | — | Jan 1952 | SCJIX vs TRDFX |
Often Compared With SCJIX
Investors most often compare SCJIX with VOO, GIDHX, INTAX. These 20 comparison targets span 16 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