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 a closer substitute for your current allocation.
Cheapest Alternatives to CFLGX
CFLGX charges 1.44% annually. There are 303 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | CFLGX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | CFLGX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CFLGX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | CFLGX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | CFLGX vs VVIAX |
Best Risk-Adjusted Alternatives to CFLGX
CFLGX has a PortfoliosLab risk / return rank of 42. There are 254 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | CFLGX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | CFLGX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | CFLGX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | CFLGX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | CFLGX vs PKAIX |
Top Performing CFLGX Alternatives (YTD)
CFLGX is at 9.25% YTD. There are 249 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | CFLGX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | CFLGX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | CFLGX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | CFLGX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | CFLGX vs NFJEX |
Lowest Volatility Alternatives to CFLGX
CFLGX has 9.84% 1-year volatility. There are 35 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | CFLGX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | CFLGX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | CFLGX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | CFLGX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.54% | — | Dec 2007 | CFLGX vs TMMAX |
Lowest Drawdown Alternatives to CFLGX
CFLGX has a 1-year max drawdown of -6.56%. There are 78 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | CFLGX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | CFLGX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | CFLGX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | CFLGX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | CFLGX vs SVAIX |
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 | 14 | 8.94% | — | Jan 1968 | CFLGX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 29 | -11.31% | — | May 1969 | CFLGX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 85 | 4.80% | — | — | CFLGX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 25 | 7.17% | — | Apr 1948 | CFLGX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 23.18% | — | Jun 2011 | CFLGX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 32 | 6.55% | — | Jan 1987 | CFLGX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 8 | 4.96% | — | Aug 1997 | CFLGX vs SBLGX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 90 | 5.36% | — | Aug 1997 | CFLGX vs FRIAX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 53 | 16.06% | — | Oct 1990 | CFLGX vs TFEQX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 8 | 3.20% | — | Oct 1983 | CFLGX vs SHRAX |
Often Compared With CFLGX
Investors most often compare CFLGX with VDADX, SPY, AVERX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare CFLGX with Any Fund or Stock
Compare CFLGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CFLGX with funds that move differently
ClearBridge Tactical Dividend Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CFLGX.
Explore CFLGX Diversifiers