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 246 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | FMIHX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | FMIHX vs VFFSX | |
| 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 | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | FMIHX vs SSSYX |
Best Risk-Adjusted Alternatives to FMIHX
FMIHX has a PortfoliosLab risk / return rank of 6. There are 384 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 94 | — | Mar 2021 | FMIHX vs SVPFX | |
| Pin Oak Equity | 92 | — | Aug 1992 | FMIHX vs POGSX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | FMIHX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | FMIHX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | FMIHX vs VPMAX |
Top Performing FMIHX Alternatives (YTD)
FMIHX is at 4.73% YTD. There are 360 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.63% | 17.20B | Dec 2004 | FMIHX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 25.33% | — | Nov 2004 | FMIHX vs POGRX | |
| Integrity ESG Growth & Income Fund | 24.87% | — | Jan 1995 | FMIHX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.98% | — | Dec 2015 | FMIHX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.20% | 92.00B | Nov 2001 | FMIHX vs VPMAX |
Lowest Volatility Alternatives to FMIHX
FMIHX has 13.84% 1-year volatility. There are 315 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.23% | — | Mar 2021 | FMIHX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | FMIHX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | FMIHX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | FMIHX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | FMIHX vs JEPIX |
Lowest Drawdown Alternatives to FMIHX
FMIHX has a 1-year max drawdown of -11.91%. There are 353 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 | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | FMIHX vs ORDNX | |
| 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 |
Other Mutual Funds from FMI Funds
The 3 most viewed FMI Funds mutual funds shown here include FMIJX, FMIMX, FMIYX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| FMI International Fund | Foreign Large Cap Equities | 11 | 5.74% | — | Dec 2010 | FMIHX vs FMIJX | |
| FMI Common Stock Fund | Mid Cap Blend Equities | 12 | 14.77% | — | Dec 1981 | FMIHX vs FMIMX | |
| FMI International Fund Class I | Foreign Large Cap Equities | 12 | 5.82% | — | Dec 2010 | FMIHX vs FMIYX |
Often Compared With FMIHX
Investors most often compare FMIHX with FGRIX, VTI, VOO. These 20 comparison targets span 6 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