Invesco V.I. Equity and Income Fund (UEIIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with UEIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to UEIIX
UEIIX charges 0.81% annually. There are 345 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | UEIIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | UEIIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | UEIIX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | UEIIX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | UEIIX vs FYMIX |
Best Risk-Adjusted Alternatives to UEIIX
UEIIX has a PortfoliosLab risk / return rank of 61. There are 275 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | UEIIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | UEIIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | UEIIX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | UEIIX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | UEIIX vs AYBLX |
Top Performing UEIIX Alternatives (YTD)
UEIIX is at 6.46% YTD. There are 288 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.76% | — | Jan 1998 | UEIIX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | UEIIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | UEIIX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | UEIIX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | UEIIX vs SMIFX |
Lowest Volatility Alternatives to UEIIX
UEIIX has 8.17% 1-year volatility. There are 222 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | UEIIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | UEIIX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | UEIIX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | UEIIX vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | UEIIX vs CSTAX |
Lowest Drawdown Alternatives to UEIIX
UEIIX has a 1-year max drawdown of -5.60%. There are 184 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | UEIIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | UEIIX vs SCLAX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | UEIIX vs FSRKX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | UEIIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | UEIIX vs SICIX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 70 | 20.62% | — | Oct 2020 | UEIIX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 43 | 9.99% | — | — | UEIIX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 23 | -2.24% | — | Jul 1983 | UEIIX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 81 | 22.51% | — | Jun 2001 | UEIIX vs VVOAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 15 | 9.88% | — | Jun 2005 | UEIIX vs VAFAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 60 | 9.89% | — | Oct 1968 | UEIIX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 38 | 6.00% | — | Feb 1988 | UEIIX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 87 | 31.37% | — | Jun 1999 | UEIIX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 61 | 6.48% | — | Aug 1960 | UEIIX vs ACEIX | |
| Invesco Global Fund | Global Equities | 26 | 10.72% | — | Dec 1969 | UEIIX vs OPPAX |
Often Compared With UEIIX
Investors most often compare UEIIX with FCSRX, FSIRX, BWBIX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 82 | 6.09% | — | Sep 2005 | UEIIX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 86 | 6.58% | — | Sep 2005 | UEIIX vs FSIRX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 20 | 5.25% | — | Dec 2017 | UEIIX vs BWBIX | |
| Fidelity Strategic Real Return Fund | Diversified Portfolio | 87 | 6.54% | — | Sep 2005 | UEIIX vs FSRRX | |
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 81 | 12.91% | — | Dec 2019 | UEIIX vs BLNDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 88 | 6.68% | — | Oct 2018 | UEIIX vs FIQDX | |
| PGIM Real Assets Fund | Diversified Portfolio | 75 | 10.42% | — | Dec 2010 | UEIIX vs PUDZX |
Compare UEIIX with Any Fund or Stock
Compare UEIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UEIIX with funds that move differently
Invesco V.I. Equity and Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UEIIX.
Explore UEIIX Diversifiers