Franklin Global Equity Fund (CFIPX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CFIPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CFIPX
CFIPX charges 1.30% annually. There are 213 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | CFIPX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | CFIPX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | CFIPX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | CFIPX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | CFIPX vs UCEQX |
Best Risk-Adjusted Alternatives to CFIPX
CFIPX has a PortfoliosLab risk / return rank of 80. There are 36 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | CFIPX vs LVAFX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | CFIPX vs FMIEX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | CFIPX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | CFIPX vs EPSYX | |
| Polaris Global Value Fund | 95 | — | May 1998 | CFIPX vs PGVFX |
Top Performing CFIPX Alternatives (YTD)
CFIPX is at 10.92% YTD. There are 108 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 24.97% | — | Jan 2017 | CFIPX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 24.78% | — | — | CFIPX vs YFSNX | |
| LSV Global Value Fund | 24.67% | — | Jun 2014 | CFIPX vs LVAGX | |
| T. Rowe Price Global Technology Fund I Class | 23.72% | — | Nov 2016 | CFIPX vs PGTIX | |
| MainStay Epoch Global Equity Yield Fund | 21.42% | — | Dec 2005 | CFIPX vs EPSYX |
Lowest Volatility Alternatives to CFIPX
CFIPX has 12.68% 1-year volatility. There are 61 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.87% | — | Dec 2015 | CFIPX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.90% | — | Dec 1996 | CFIPX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | CFIPX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.01% | 2.00B | Dec 2013 | CFIPX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.42% | — | Jul 2006 | CFIPX vs SVTAX |
Lowest Drawdown Alternatives to CFIPX
CFIPX has a 1-year max drawdown of -8.28%. There are 30 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | CFIPX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | CFIPX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | CFIPX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | CFIPX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | CFIPX vs SGMAX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 10 | 1.52% | — | Jan 1968 | CFIPX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 48 | -10.16% | — | May 1969 | CFIPX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.21% | — | — | CFIPX vs FKINX | |
| Franklin Growth Fund Class A | Large Cap Growth Equities | 20 | 4.81% | — | Apr 1948 | CFIPX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 44 | 21.52% | — | Jun 2011 | CFIPX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 41 | 8.25% | — | Jan 1987 | CFIPX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 6 | -0.11% | — | Aug 1997 | CFIPX vs SBLGX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 63 | 13.92% | — | Oct 1990 | CFIPX vs TFEQX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 93 | 5.78% | — | Aug 1997 | CFIPX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | 0.24% | — | Oct 1983 | CFIPX vs SHRAX |
Often Compared With CFIPX
Investors most often compare CFIPX with TEPLX, RGGYX, GSINX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare CFIPX with Any Fund or Stock
Compare CFIPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CFIPX with funds that move differently
Franklin Global Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CFIPX.
Explore CFIPX Diversifiers