Franklin Equity Income Fund (FEIFX) 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 FEIFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FEIFX
FEIFX charges 0.58% annually. There are 75 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 | FEIFX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | FEIFX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FEIFX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FEIFX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | FEIFX vs VVIAX |
Best Risk-Adjusted Alternatives to FEIFX
FEIFX has a PortfoliosLab risk / return rank of 82. There are 112 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | FEIFX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | FEIFX vs FGINX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | FEIFX vs IDIVX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | FEIFX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | FEIFX vs AVLVX |
Top Performing FEIFX Alternatives (YTD)
FEIFX is at 11.11% YTD. There are 182 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.85%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 24.85% | — | Jun 2015 | FEIFX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 23.42% | — | Nov 1935 | FEIFX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.26% | — | Jun 2022 | FEIFX vs AVLVX | |
| Al Frank Fund | 22.41% | — | May 2006 | FEIFX vs VALAX | |
| AMG Yacktman Focused Fund | 21.86% | — | May 1997 | FEIFX vs YAFFX |
Lowest Volatility Alternatives to FEIFX
FEIFX has 9.85% 1-year volatility. There are 34 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 | FEIFX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | FEIFX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | FEIFX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | FEIFX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.50% | — | Dec 2007 | FEIFX vs TMMAX |
Lowest Drawdown Alternatives to FEIFX
FEIFX has a 1-year max drawdown of -6.39%. There are 62 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 | FEIFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FEIFX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FEIFX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | FEIFX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FEIFX 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 | 15 | 9.52% | — | Jan 1968 | FEIFX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 35 | -9.34% | — | May 1969 | FEIFX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 5.21% | — | — | FEIFX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 21 | 6.33% | — | Apr 1948 | FEIFX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 29 | 18.34% | — | Jun 2011 | FEIFX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | 6.59% | — | Jan 1987 | FEIFX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | 4.15% | — | Aug 1997 | FEIFX vs SBLGX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 88 | 5.36% | — | Aug 1997 | FEIFX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 8 | 4.49% | — | Oct 1983 | FEIFX vs SHRAX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 42 | 14.56% | — | Oct 1990 | FEIFX vs TFEQX |
Often Compared With FEIFX
Investors most often compare FEIFX with ACIIX, FAIRX, THPGX. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FEIFX with Any Fund or Stock
Compare FEIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FEIFX with funds that move differently
Franklin Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FEIFX.
Explore FEIFX Diversifiers