FMI Large Cap Fund (FMIHX) Alternatives
FMI Large Cap Fund (FMIHX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FMIHX. 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 FMIHX
FMIHX charges 0.82% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among FMIHX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | FMIHX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | FMIHX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | FMIHX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | FMIHX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | FMIHX vs SSSYX |
Best Risk-Adjusted Alternatives to FMIHX
Among mutual funds in the Large Cap Blend 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 PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | FMIHX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | FMIHX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | FMIHX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | FMIHX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | FMIHX vs DHAMX |
Top Performing FMIHX Alternatives (YTD)
FMIHX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | FMIHX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | FMIHX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | FMIHX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | FMIHX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | FMIHX vs RCKSX |
Lowest Volatility Alternatives to FMIHX
FMIHX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | FMIHX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | FMIHX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | FMIHX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | FMIHX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | FMIHX vs QUERX |
Lowest Drawdown Alternatives to FMIHX
FMIHX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | FMIHX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | FMIHX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | FMIHX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | FMIHX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | FMIHX vs GQEIX |
Other Mutual Funds from FMI Funds
Most popular FMI Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| FMI International Fund | Foreign Large Cap Equities | 9 | -5.74% | Dec 31, 2010 | FMIHX vs FMIJX | |
| FMI Common Stock Fund | Mid Cap Blend Equities | 10 | -1.59% | Dec 18, 1981 | FMIHX vs FMIMX | |
| FMI International Fund Class I | Foreign Large Cap Equities | 8 | -5.71% | Dec 31, 2010 | FMIHX vs FMIYX |
Often Compared With FMIHX
What investors most often compare with FMIHX, based on PortfoliosLab usage data.
Compare FMIHX with Any Fund or Stock
Compare FMIHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.