Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | THE HARTFORD EQUITY INCOME FUND · HQIAX, HQICX, HQIYX, HQIIX, HQIRX, HQISX, HQITX, HQIVX, HQIFX | 42% | 0.64% | Hartford Funds Management Company, LLC |
| 2 | Guardian Equity Income VIP Fund cheaper diff. adviser | 38% | 0.55% | Park Avenue Institutional Advisers LLC |
| 3 | JNL/WMC Equity Income Fund diff. adviser | 36% | 0.59% | Jackson National Asset Management, LLC |
| 4 | VANGUARD WELLESLEY INCOME FUND · VWINX, VWIAX cheaper diff. adviser | 35% | 0.15% | Wellington Management Company LLP |
| 5 | EQUITY INCOME PORTFOLIO cheaper diff. adviser | 32% | 0.29% | The Vanguard Group, Inc., Wellington Management Company LLP |
| 6 | VANGUARD EQUITY INCOME FUND · VEIPX, VEIRX cheaper diff. adviser | 32% | 0.17% | The Vanguard Group, Inc., Wellington Management Company LLP |
| 7 | NYLI Balanced Fund · MBNAX, MBACX, MBAIX, MBINX, MBERX diff. adviser | 29% | 0.73% | New York Life Investment Management LLC |
| 8 | NYLI WMC Value Fund · MAPAX, MAPBX, MMPCX, MUBFX, MSMIX, MMPDX diff. adviser | 28% | 0.70% | New York Life Investment Management LLC |
| 9 | SA Multi-Managed Large Cap Value Portfolio diff. adviser | 27% | 0.85% | SunAmerica Asset Management, LLC |
| 10 | NYLI VP Balanced Portfolio diff. adviser | 25% | 0.71% | New York Life Investment Management LLC |
| 11 | JNL/WMC Value Fund cheaper diff. adviser | 25% | 0.49% | Jackson National Asset Management, LLC |
| 12 | PACE Large Co Value Equity Investments · PCLVX, PCPAX, PLVYX, PLVTX cheaper diff. adviser | 23% | 0.42% | UBS Asset Management (Americas) LLC |
| 13 | HARTFORD BALANCED HLS FUND · HADAX, HAIBX | 22% | 0.66% | Hartford Funds Management Company, LLC |
| 14 | First Trust Value Line Dividend Index Fund · FVD diff. adviser | 18% | 0.61% | First Trust Advisors L.P. |
| 15 | CornerCap Fundametrics Large-Cap ETF · FUNL cheaper diff. adviser | 17% | 0.50% | CornerCap Fundametrics Large-Cap ETF |
| 16 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 17% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 17 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 17% | 0.04% | The Vanguard Group, Inc. |
| 18 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 17% | 0.03% | The Vanguard Group, Inc. |
| 19 | Multi-Manager Value Strategies Fund · CZMVX diff. adviser | 17% | 0.61% | Columbia Management Investment Advisers, LLC |
| 20 | Praxis Impact Large Cap Value ETF · PRXV cheaper diff. adviser | 17% | 0.36% | Everence Capital Management, Inc. |
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