Franklin Equity Income Fund (FISEX) Alternatives
Franklin Equity Income Fund (FISEX) 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 FISEX. 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 FISEX
FISEX charges 0.85% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among FISEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | FISEX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | FISEX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | FISEX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | FISEX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | FISEX vs TILVX |
Best Risk-Adjusted Alternatives to FISEX
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 | FISEX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | FISEX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | FISEX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | FISEX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | FISEX vs VALAX |
Top Performing FISEX Alternatives (YTD)
FISEX 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 | FISEX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | FISEX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | FISEX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | FISEX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | FISEX vs HFCVX |
Lowest Volatility Alternatives to FISEX
FISEX 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 | FISEX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | FISEX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | FISEX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | FISEX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | FISEX vs ACIIX |
Lowest Drawdown Alternatives to FISEX
FISEX 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 | FISEX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | FISEX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | FISEX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | FISEX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | FISEX 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 | FISEX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 94 | -2.21% | May 18, 1969 | FISEX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | FISEX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | -8.53% | Apr 1, 1948 | FISEX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | -4.58% | Jan 14, 1987 | FISEX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 20.88% | Jun 10, 2011 | FISEX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | FISEX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 18 | -10.22% | Oct 24, 1983 | FISEX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 2.21% | Aug 28, 1997 | FISEX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 35 | -6.24% | Mar 10, 1970 | FISEX vs SHAPX |
Often Compared With FISEX
What investors most often compare with FISEX, based on PortfoliosLab usage data.
Compare FISEX with Any Fund or Stock
Compare FISEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.