Franklin Equity Income Fund Class R6 (FEIQX) 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 FEIQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FEIQX
FEIQX charges 0.50% annually. There are 49 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 | FEIQX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FEIQX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FEIQX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | FEIQX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | FEIQX vs TILVX |
Best Risk-Adjusted Alternatives to FEIQX
FEIQX has a PortfoliosLab risk / return rank of 79. There are 102 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 95 | — | Oct 1993 | FEIQX vs FGIPX | |
| Delaware Growth and Income Fund | 94 | — | Oct 1993 | FEIQX vs FGINX | |
| Integrity Dividend Harvest Fund | 94 | — | May 2012 | FEIQX vs IDIVX | |
| BlackRock Advantage Large Cap Value Fund | 94 | — | Dec 1999 | FEIQX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | FEIQX vs AVLVX |
Top Performing FEIQX Alternatives (YTD)
FEIQX is at 9.59% YTD. There are 205 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Advisory Research Small Cap Value Fun... | 24.89% | — | Nov 2009 | FEIQX vs ADVGX | |
| Al Frank Fund | 23.61% | — | May 2006 | FEIQX vs VALAX | |
| PIMCO RAE US Fund | 23.31% | — | Jun 2015 | FEIQX vs PKAIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 22.50% | — | Jun 2022 | FEIQX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 21.17% | — | Jun 2015 | FEIQX vs CFJIX |
Lowest Volatility Alternatives to FEIQX
FEIQX has 9.81% 1-year volatility. There are 33 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 | FEIQX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | FEIQX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.30% | — | Dec 1973 | FEIQX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.59% | — | Feb 1996 | FEIQX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.41% | — | Dec 2007 | FEIQX vs TMMAX |
Lowest Drawdown Alternatives to FEIQX
FEIQX has a 1-year max drawdown of -6.35%. There are 55 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 | FEIQX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FEIQX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FEIQX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | FEIQX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FEIQX vs SVAIX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 18 | 9.83% | — | Jan 1968 | FEIQX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 30 | -11.31% | — | May 1969 | FEIQX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 79 | 4.80% | — | — | FEIQX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 22 | 5.65% | — | Apr 1948 | FEIQX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 18 | 15.23% | — | Jun 2011 | FEIQX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 24 | 5.12% | — | Jan 1987 | FEIQX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | 2.71% | — | Aug 1997 | FEIQX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 8 | 3.87% | — | Oct 1983 | FEIQX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 84 | 4.94% | — | Aug 1997 | FEIQX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 26 | 4.57% | — | Mar 1970 | FEIQX vs SHAPX |
Often Compared With FEIQX
Investors most often compare FEIQX with AVERX, VVIAX, NEIMX. These 9 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ave Maria Value Focused Fund | Large Cap Value Equities | 16 | 15.85% | — | Jan 1984 | FEIQX vs AVERX | |
| Vanguard Value Index Fund Admiral Shares | Large Cap Value Equities | 85 | 14.95% | 245.00B | Nov 2000 | FEIQX vs VVIAX | |
| Neiman Large Cap Value Fund | Large Cap Value Equities | 92 | 16.81% | — | Apr 2003 | FEIQX vs NEIMX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 82 | 20.41% | — | May 1997 | FEIQX vs YAFFX | |
| Upright Growth & Income Fund | Large Cap Value Equities | — | — | — | Oct 2017 | FEIQX vs UPDDX | |
| PIMCO RAE PLUS Fund | Large Cap Value Equities | 90 | 19.70% | — | Jun 2005 | FEIQX vs PXTIX | |
| SA U.S. Value Fund | Large Cap Value Equities | 93 | 18.29% | — | Aug 1999 | FEIQX vs SABTX | |
| Fidelity SAI U.S. Value Index Fund | Large Cap Value Equities | 90 | 13.83% | — | Dec 2017 | FEIQX vs FSWCX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 93 | 18.81% | — | Jan 1975 | FEIQX vs NPRTX |
Compare FEIQX with Any Fund or Stock
Compare FEIQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FEIQX with funds that move differently
Franklin Equity Income Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FEIQX.
Explore FEIQX Diversifiers