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 a closer substitute for your current allocation.
Cheapest Alternatives to FISEX
FISEX charges 0.85% annually. There are 183 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 | FISEX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FISEX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FISEX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | FISEX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | FISEX vs VVIAX |
Best Risk-Adjusted Alternatives to FISEX
FISEX has a PortfoliosLab risk / return rank of 79. There are 103 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 | FISEX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | FISEX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | FISEX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | FISEX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | FISEX vs AVLVX |
Top Performing FISEX Alternatives (YTD)
FISEX is at 9.39% YTD. There are 172 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | FISEX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | FISEX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | FISEX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | FISEX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | FISEX vs NPRTX |
Lowest Volatility Alternatives to FISEX
FISEX has 9.93% 1-year volatility. There are 34 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | FISEX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | FISEX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | FISEX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | FISEX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | FISEX vs TMMAX |
Lowest Drawdown Alternatives to FISEX
FISEX has a 1-year max drawdown of -6.41%. There are 65 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 | FISEX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FISEX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FISEX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | FISEX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FISEX 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 | 19 | 10.18% | — | Jan 1968 | FISEX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 34 | -1.84% | — | May 1969 | FISEX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 4.34% | — | — | FISEX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 24 | 4.76% | — | Apr 1948 | FISEX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 23 | 16.33% | — | Jun 2011 | FISEX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 32 | 5.20% | — | Jan 1987 | FISEX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | 1.54% | — | Aug 1997 | FISEX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 7 | 1.90% | — | Oct 1983 | FISEX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 87 | 4.46% | — | Aug 1997 | FISEX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 31 | 4.32% | — | Mar 1970 | FISEX vs SHAPX |
Often Compared With FISEX
Investors most often compare FISEX with VOO, EHSTX, LBWIX. These 20 comparison targets span 11 categories, 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.
Pair FISEX 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 FISEX.
Explore FISEX Diversifiers