Franklin Equity Income Fund Class R6 (FEIQX) belongs to the Dividend 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 13 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation Index Fund Admiral ... | 0.07% | 129.60B | Dec 2013 | FEIQX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.20B | Feb 2019 | FEIQX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.40B | Mar 2016 | FEIQX vs VIHAX | |
| Vanguard Equity Income Fund Admiral Shares | 0.19% | 65.40B | Aug 2001 | FEIQX vs VEIRX | |
| Vanguard Dividend Growth Fund | 0.22% | 35.70B | May 1992 | FEIQX vs VDIGX |
Best Risk-Adjusted Alternatives to FEIQX
FEIQX has a PortfoliosLab risk / return rank of 84. There are 26 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | FEIQX vs VIHAX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 93 | — | Mar 2005 | FEIQX vs SVAAX | |
| Pioneer Multi-Asset Income Fund A | 92 | — | Dec 2011 | FEIQX vs PMAIX | |
| Goldman Sachs Equity Income Fund | 92 | — | Feb 1993 | FEIQX vs GSGRX | |
| Russell Investments Equity Income Fund | 91 | — | Mar 2000 | FEIQX vs REAYX |
Top Performing FEIQX Alternatives (YTD)
FEIQX is at 12.96% YTD. There are 32 mutual funds in the Dividend category with higher YTD returns, going as high as 21.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Sustainable Equity Income Fund | 21.19% | — | Jan 2013 | FEIQX vs TRDIX | |
| Goldman Sachs Equity Income Fund | 18.68% | — | Feb 1993 | FEIQX vs GSGRX | |
| Vanguard International High Dividend Yield Index F... | 18.05% | 20.40B | Mar 2016 | FEIQX vs VIHAX | |
| Allspring Emerging Markets Equity Income Fund | 17.89% | — | May 2012 | FEIQX vs EQIIX | |
| Janus Henderson Global Equity Income Fund | 17.80% | — | Nov 2006 | FEIQX vs HFQAX |
Lowest Volatility Alternatives to FEIQX
FEIQX has 9.87% 1-year volatility. There are 11 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.97%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.97% | — | Dec 2011 | FEIQX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.41% | — | Dec 1973 | FEIQX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.19% | — | Jul 1987 | FEIQX vs CAIFX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | FEIQX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | FEIQX vs ACIIX |
Lowest Drawdown Alternatives to FEIQX
FEIQX has a 1-year max drawdown of -6.35%. There are 10 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | FEIQX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | FEIQX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | FEIQX vs PDT | |
| Goldman Sachs Equity Income Fund | -5.48% | — | Feb 1993 | FEIQX vs GSGRX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | FEIQX vs CDDYX |
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 | FEIQX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 48 | -10.16% | — | May 1969 | FEIQX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.21% | — | — | FEIQX vs FKINX | |
| Franklin Growth Fund Class A | Large Cap Growth Equities | 20 | 4.81% | — | Apr 1948 | FEIQX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 44 | 21.52% | — | Jun 2011 | FEIQX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 41 | 8.25% | — | Jan 1987 | FEIQX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 6 | -0.11% | — | Aug 1997 | FEIQX vs SBLGX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 63 | 13.92% | — | Oct 1990 | FEIQX vs TFEQX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 93 | 5.78% | — | Aug 1997 | FEIQX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | 0.24% | — | Oct 1983 | FEIQX vs SHRAX |
Often Compared With FEIQX
Investors most often compare FEIQX with HFCVX, AVERX, FGINX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
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