Franklin Equity Income Fund (FISEX) 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 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 40 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 | FISEX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.20B | Feb 2019 | FISEX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.40B | Mar 2016 | FISEX vs VIHAX | |
| Vanguard Equity Income Fund Admiral Shares | 0.19% | 65.40B | Aug 2001 | FISEX vs VEIRX | |
| Vanguard Dividend Growth Fund | 0.20% | 35.70B | May 1992 | FISEX vs VDIGX |
Best Risk-Adjusted Alternatives to FISEX
FISEX has a PortfoliosLab risk / return rank of 84. There are 22 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 | FISEX vs VIHAX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 93 | — | Mar 2005 | FISEX vs SVAAX | |
| Pioneer Multi-Asset Income Fund A | 92 | — | Dec 2011 | FISEX vs PMAIX | |
| Goldman Sachs Equity Income Fund | 92 | — | Feb 1993 | FISEX vs GSGRX | |
| Russell Investments Equity Income Fund | 91 | — | Mar 2000 | FISEX vs REAYX |
Top Performing FISEX Alternatives (YTD)
FISEX is at 12.76% YTD. There are 35 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 | FISEX vs TRDIX | |
| Goldman Sachs Equity Income Fund | 18.68% | — | Feb 1993 | FISEX vs GSGRX | |
| Vanguard International High Dividend Yield Index F... | 18.05% | 20.40B | Mar 2016 | FISEX vs VIHAX | |
| Allspring Emerging Markets Equity Income Fund | 17.89% | — | May 2012 | FISEX vs EQIIX | |
| Janus Henderson Global Equity Income Fund | 17.80% | — | Nov 2006 | FISEX vs HFQAX |
Lowest Volatility Alternatives to FISEX
FISEX has 9.91% 1-year volatility. There are 15 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 | FISEX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.41% | — | Dec 1973 | FISEX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.19% | — | Jul 1987 | FISEX vs CAIFX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | FISEX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | FISEX vs ACIIX |
Lowest Drawdown Alternatives to FISEX
FISEX has a 1-year max drawdown of -6.41%. There are 13 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 | FISEX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | FISEX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | FISEX vs PDT | |
| Goldman Sachs Equity Income Fund | -5.48% | — | Feb 1993 | FISEX vs GSGRX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | FISEX 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 | FISEX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 48 | -10.16% | — | May 1969 | FISEX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.21% | — | — | FISEX vs FKINX | |
| Franklin Growth Fund Class A | Large Cap Growth Equities | 20 | 4.81% | — | Apr 1948 | FISEX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund Inc. | MLPs, Energy Equities | 44 | 21.52% | — | Jun 2011 | FISEX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 41 | 8.25% | — | Jan 1987 | FISEX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 6 | -0.11% | — | Aug 1997 | FISEX vs SBLGX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 63 | 13.92% | — | Oct 1990 | FISEX vs TFEQX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 93 | 5.78% | — | Aug 1997 | FISEX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | 0.24% | — | Oct 1983 | FISEX vs SHRAX |
Often Compared With FISEX
Investors most often compare FISEX with EHSTX, VOO, 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