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 a closer substitute for your current allocation.
Cheapest Alternatives to FMIHX
FMIHX charges 0.82% annually. There are 239 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | FMIHX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | FMIHX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 349.70B | Jul 1997 | FMIHX vs VIIIX |
Best Risk-Adjusted Alternatives to FMIHX
FMIHX has a PortfoliosLab risk / return rank of 13. There are 370 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | FMIHX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 94 | 18.10B | Dec 2004 | FMIHX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 93 | 96.10B | Nov 2001 | FMIHX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 93 | — | Feb 2004 | FMIHX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | FMIHX vs FTZIX |
Top Performing FMIHX Alternatives (YTD)
FMIHX is at 7.28% YTD. There are 321 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 25.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 25.49% | 18.10B | Dec 2004 | FMIHX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 23.90% | — | Dec 2018 | FMIHX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 23.81% | — | Nov 2004 | FMIHX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.17% | — | Dec 2015 | FMIHX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 21.92% | 96.10B | Nov 2001 | FMIHX vs VPMAX |
Lowest Volatility Alternatives to FMIHX
FMIHX has 14.08% 1-year volatility. There are 308 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.21% | — | Mar 2021 | FMIHX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | FMIHX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.22% | — | Jul 2012 | FMIHX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.82% | — | Aug 2018 | FMIHX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.32% | — | Feb 2012 | FMIHX vs SILVX |
Lowest Drawdown Alternatives to FMIHX
FMIHX has a 1-year max drawdown of -11.91%. There are 345 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | FMIHX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | FMIHX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | FMIHX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | FMIHX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | FMIHX vs AMFEX |
Other Mutual Funds from FMI
The 4 most viewed FMI mutual funds shown here include FMIJX, FMIMX, FMIYX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| FMI International Fund | Foreign Large Cap Equities | 22 | 9.30% | — | Dec 2010 | FMIHX vs FMIJX | |
| FMI Common Stock Fund | Mid Cap Blend Equities | 26 | 18.42% | — | Dec 1981 | FMIHX vs FMIMX | |
| FMI International Fund Class I | Foreign Large Cap Equities | 22 | 9.39% | — | Dec 2010 | FMIHX vs FMIYX | |
| FMI Common Stock Fund Institutional Class | Small Cap Value Equities | 26 | 18.53% | — | Oct 2016 | FMIHX vs FMIUX |
Often Compared With FMIHX
Investors most often compare FMIHX with FGRIX, VTI, VOO. These 20 comparison targets span 8 categories, 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.
Pair FMIHX with funds that move differently
FMI Large Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FMIHX.
Explore FMIHX Diversifiers