ClearBridge Tactical Dividend Income Fund (CFLGX) Alternatives
ClearBridge Tactical Dividend Income Fund (CFLGX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CFLGX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CFLGX
CFLGX charges 1.44% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among CFLGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | CFLGX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | CFLGX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | CFLGX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | CFLGX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | CFLGX vs VVIAX |
Best Risk-Adjusted Alternatives to CFLGX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | CFLGX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | CFLGX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | CFLGX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | CFLGX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | CFLGX vs VALAX |
Top Performing CFLGX Alternatives (YTD)
CFLGX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | CFLGX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | CFLGX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | CFLGX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | CFLGX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | CFLGX vs HFCVX |
Lowest Volatility Alternatives to CFLGX
CFLGX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | CFLGX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | CFLGX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | CFLGX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | CFLGX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | CFLGX vs ACIIX |
Lowest Drawdown Alternatives to CFLGX
CFLGX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | CFLGX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | CFLGX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | CFLGX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | CFLGX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | CFLGX vs PSECX |
Other Mutual Funds from Franklin Templeton
Most popular Franklin Templeton mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 21 | -15.24% | Jan 2, 1968 | CFLGX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 94 | -2.21% | May 18, 1969 | CFLGX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | CFLGX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | -8.53% | Apr 1, 1948 | CFLGX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | -4.58% | Jan 14, 1987 | CFLGX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 20.88% | Jun 10, 2011 | CFLGX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | CFLGX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 18 | -10.22% | Oct 24, 1983 | CFLGX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 2.21% | Aug 28, 1997 | CFLGX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 35 | -6.24% | Mar 10, 1970 | CFLGX vs SHAPX |
Often Compared With CFLGX
What investors most often compare with CFLGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | CFLGX vs SPY | |
| Vanguard Dividend Appreciation Index Fund Admiral ... | Large Cap Blend Equities | 37 | -3.77% | Dec 19, 2013 | CFLGX vs VDADX |
Compare CFLGX with Any Fund or Stock
Compare CFLGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.