SCJIX Alternatives & Similar Mutual Funds

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
PUTW	WisdomTree Equity Premium Income Fund	0.44%	236.88M	Feb 2016	SCJIX vs PUTW
USG	USCF Gold Strategy Plus Income Fund	0.45%	—	Nov 2021	SCJIX vs USG
JEPIX	JPMorgan Equity Premium Income Fund Class I	0.63%	—	Aug 2018	SCJIX vs JEPIX
EQTIX	Shelton Equity Income Fund	0.72%	—	Sep 1996	SCJIX vs EQTIX
ENHNX	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 43. There are 11 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 85.

Symbol	Name	Risk / Return Rank	AUM	Inception
CII	BlackRock Enhanced Large Cap Core Fund	85	—	Apr 2004	SCJIX vs CII
TCBIX	The Covered Bridge Fund	82	—	Sep 2013	SCJIX vs TCBIX
SCAUX	Invesco Income Advantage U.S. Fund	71	—	Mar 2006	SCJIX vs SCAUX
NIE	Virtus Equity & Convertible Income Fund	70	—	Feb 2007	SCJIX vs NIE
PUTW	WisdomTree Equity Premium Income Fund	55	236.88M	Feb 2016	SCJIX vs PUTW

Top Performing SCJIX Alternatives (YTD)

SCJIX is at 3.96% YTD. There are 16 mutual funds in the Derivative Income category with higher YTD returns, going as high as 17.67%.

Symbol	Name	YTD Return	AUM	Inception
CLPAX	Catalyst Nasdaq-100 Hedged Equity Fund	17.67%	—	Dec 2013	SCJIX vs CLPAX
CII	BlackRock Enhanced Large Cap Core Fund	11.56%	—	Apr 2004	SCJIX vs CII
ECAT	BlackRock ESG Capital Allocation Term Trust	11.23%	—	Sep 2021	SCJIX vs ECAT
TCBIX	The Covered Bridge Fund	11.04%	—	Sep 2013	SCJIX vs TCBIX
NIE	Virtus Equity & Convertible Income Fund	10.90%	—	Feb 2007	SCJIX vs NIE

Lowest Volatility Alternatives to SCJIX

SCJIX has 8.34% 1-year volatility. No mutual funds in the Derivative Income category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 8.54%.

Symbol	Name	Volatility 1Y	AUM	Inception
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.54%	—	Aug 2018	SCJIX vs JEPIX
JEPAX	JPMorgan Equity Premium Income Fund Class A	8.60%	—	Aug 2018	SCJIX vs JEPAX
TCBIX	The Covered Bridge Fund	8.64%	—	Sep 2013	SCJIX vs TCBIX
PUTW	WisdomTree Equity Premium Income Fund	8.86%	236.88M	Feb 2016	SCJIX vs PUTW
SCAUX	Invesco Income Advantage U.S. Fund	9.21%	—	Mar 2006	SCJIX vs SCAUX

Lowest Drawdown Alternatives to SCJIX

SCJIX has a 1-year max drawdown of -8.52%. There are 9 mutual funds in the Derivative Income category with shallower 1-year drawdowns, going as shallow as -4.07%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
MENYX	Madison Covered Call & Equity Income Fund	-4.07%	—	Oct 2009	SCJIX vs MENYX
TCBIX	The Covered Bridge Fund	-5.26%	—	Sep 2013	SCJIX vs TCBIX
ENHNX	Cullen Enhanced Equity Income Fund	-6.34%	—	Dec 2015	SCJIX vs ENHNX
SCAUX	Invesco Income Advantage U.S. Fund	-7.05%	—	Mar 2006	SCJIX vs SCAUX
EQTIX	Shelton Equity Income Fund	-7.10%	—	Sep 1996	SCJIX vs EQTIX

Other Mutual Funds from Crossmark Steward Funds

The 5 most viewed Crossmark Steward Funds mutual funds shown here include SEECX, SEACX, SGISX and span 5 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SEECX	Crossmark Steward Values-Focused Large Cap Enhance...	Large Cap Blend Equities	63	11.48%	—	Oct 2004	SCJIX vs SEECX
SEACX	Crossmark Steward Select Bond Fund	Short-Term Bond	20	-0.01%	—	Oct 2004	SCJIX vs SEACX
SGISX	Crossmark Steward Global Equity Income Fund	Global Equities	66	14.21%	—	Apr 2008	SCJIX vs SGISX
TRDFX	Crossmark Steward Values-FocusedSmall-Mid Cap Enha...	Small Cap Blend Equities	49	14.21%	—	Jan 1952	SCJIX vs TRDFX
SNTCX	Crossmark Steward International Enhanced Index Fun...	Foreign Large Cap Equities	48	12.37%	—	Feb 2006	SCJIX vs SNTCX

Often Compared With SCJIX

Investors most often compare SCJIX with VOO, GIDHX, INTAX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	SCJIX vs VOO
GIDHX	Goldman Sachs International Equity Dividend and Pr...	Derivative Income	33	9.50%	—	Jan 2008	SCJIX vs GIDHX
INTAX	Columbia Strategic Municipal Income Fund	Municipal Bonds	66	2.38%	—	Nov 1976	SCJIX vs INTAX
BMEAX	BlackRock High Equity Income Fund Class A	Derivative Income	47	7.70%	—	May 1998	SCJIX vs BMEAX
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	Derivative Income, S&P 500	9	2.66%	—	Sep 2017	SCJIX vs KNGLX
BGY	BlackRock Enhanced International Dividend Trust	Derivative Income	7	1.94%	—	May 2007	SCJIX vs BGY
GOF	Guggenheim Strategic Opportunities Fund	Derivative Income	1	-7.43%	—	Jul 2007	SCJIX vs GOF
FFA	First Trust Enhanced Equity Income Fund	Derivative Income	46	6.01%	—	Aug 2004	SCJIX vs FFA
XCIIX	BlackRock Enhanced Capital and Income Fund	Derivative Income	16	9.99%	—	Apr 2004	SCJIX vs XCIIX
MEDIX	MFS Emerging Markets Debt Fund	Emerging Markets Bonds	84	2.46%	—	Mar 1998	SCJIX vs MEDIX
BMCIX	BlackRock High Equity Income Fund	Derivative Income	48	7.82%	—	Apr 1998	SCJIX vs BMCIX
BILPX	BlackRock Event Driven Equity Fund	Event Driven	55	1.35%	—	Dec 2007	SCJIX vs BILPX
COWZ	Pacer US Cash Cows 100 ETF	Mid Cap Value Equities, Dividend	65	8.18%	18.47B	Dec 2016	SCJIX vs COWZ
EOS	Eaton Vance Enhanced Equity Income Fund II	Derivative Income	5	0.67%	—	Jan 2005	SCJIX vs EOS
SRHMX	Columbia High Yield Municipal Fund	High Yield Muni	79	3.04%	—	Mar 1984	SCJIX vs SRHMX
FISCX	Franklin Convertible Securities Fund	Convertible Bonds	74	11.36%	—	Apr 1987	SCJIX vs FISCX
SJVIX	Crossmark Steward Large Cap Value Fund	Large Cap Value Equities	53	12.87%	—	Nov 2021	SCJIX vs SJVIX
BOE	BlackRock Enhanced Global Dividend Trust	Derivative Income	24	6.24%	—	May 2005	SCJIX vs BOE
GSFTX	Columbia Dividend Income Fund	Large Cap Value Equities	68	8.09%	—	Mar 1998	SCJIX vs GSFTX
MEIIX	MFS Value Fund Class I	Large Cap Value Equities	23	4.47%	—	Feb 1996	SCJIX vs MEIIX

Compare SCJIX with Any Fund or Stock

Compare SCJIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

Crossmark Steward Covered Call Income Fund (SCJIX) Alternatives