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 | Guardian Equity Income VIP Fund cheaper diff. adviser | 83% | 0.55% | Park Avenue Institutional Advisers LLC |
| 2 | JNL/WMC Equity Income Fund cheaper diff. adviser | 80% | 0.59% | Jackson National Asset Management, LLC |
| 3 | NYLI WMC Value Fund · MAPAX, MAPBX, MMPCX, MUBFX, MSMIX, MMPDX diff. adviser | 61% | 0.70% | New York Life Investment Management LLC |
| 4 | VANGUARD EQUITY INCOME FUND · VEIPX, VEIRX cheaper diff. adviser | 56% | 0.17% | The Vanguard Group, Inc., Wellington Management Company LLP |
| 5 | EQUITY INCOME PORTFOLIO cheaper diff. adviser | 56% | 0.29% | The Vanguard Group, Inc., Wellington Management Company LLP |
| 6 | JNL/WMC Value Fund cheaper diff. adviser | 55% | 0.49% | Jackson National Asset Management, LLC |
| 7 | PACE Large Co Value Equity Investments · PCLVX, PCPAX, PLVYX, PLVTX cheaper diff. adviser | 46% | 0.42% | UBS Asset Management (Americas) LLC |
| 8 | NYLI Balanced Fund · MBNAX, MBACX, MBAIX, MBINX, MBERX diff. adviser | 42% | 0.73% | New York Life Investment Management LLC |
| 9 | THE HARTFORD BALANCED INCOME FUND · HBLAX, HBLCX, HBLYX, HBLIX, HBLRX, HBLSX, HBLTX, HBLVX, HBLFX cheaper | 42% | 0.56% | Hartford Funds Management Company, LLC |
| 10 | NYLI VP Balanced Portfolio diff. adviser | 39% | 0.71% | New York Life Investment Management LLC |
| 11 | SA Multi-Managed Large Cap Value Portfolio diff. adviser | 36% | 0.85% | SunAmerica Asset Management, LLC |
| 12 | HARTFORD BALANCED HLS FUND · HADAX, HAIBX | 31% | 0.66% | Hartford Funds Management Company, LLC |
| 13 | EQ/Invesco Comstock Portfolio diff. adviser | 31% | 0.75% | Equitable Investment Management Group, LLC |
| 14 | VY(R) INVESCO COMSTOCK PORTFOLIO · IVKAX, IVKIX, IVKSX, IVKTX diff. adviser | 30% | 0.70% | Voya Investments, LLC |
| 15 | Invesco Comstock Portfolio cheaper diff. adviser | 30% | 0.57% | Brighthouse Investment Advisers, LLC |
| 16 | Hartford Quality Value ETF · ACVU cheaper | 30% | 0.45% | Hartford Funds Management Company, LLC |
| 17 | CTIVP - Wellington Large Cap Value Fund cheaper diff. adviser | 29% | 0.62% | Columbia Management Investment Advisers, LLC |
| 18 | HARTFORD DIVIDEND AND GROWTH HLS FUND · HIADX, HDGBX | 29% | 0.66% | Hartford Funds Management Company, LLC |
| 19 | VANGUARD WELLESLEY INCOME FUND · VWINX, VWIAX cheaper diff. adviser | 29% | 0.15% | Wellington Management Company LLP |
| 20 | THE HARTFORD DIVIDEND AND GROWTH FUND · IHGIX, HDGCX, HDGYX, HDGIX, HDGRX, HDGSX, HDGTX, HDGVX, HDGFX cheaper | 29% | 0.63% | Hartford Funds Management Company, LLC |
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