Independent Franchise Part Equity Fund (IFPUX) Alternatives
Independent Franchise Part Equity Fund (IFPUX) 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 IFPUX. 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 IFPUX
IFPUX charges 0.68% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among IFPUX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | IFPUX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | IFPUX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | IFPUX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | IFPUX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | Aug 11, 2014 | IFPUX vs SSEYX |
Best Risk-Adjusted Alternatives to IFPUX
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 | IFPUX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | IFPUX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | IFPUX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | IFPUX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | IFPUX vs DHAMX |
Top Performing IFPUX Alternatives (YTD)
IFPUX 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 | IFPUX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | IFPUX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | IFPUX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | IFPUX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | IFPUX vs RCKSX |
Lowest Volatility Alternatives to IFPUX
IFPUX 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 | IFPUX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | IFPUX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | IFPUX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | IFPUX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | IFPUX vs QUERX |
Lowest Drawdown Alternatives to IFPUX
IFPUX 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 | IFPUX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | IFPUX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | IFPUX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | IFPUX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | IFPUX vs GQEIX |
Often Compared With IFPUX
What investors most often compare with IFPUX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | IFPUX vs VOO | |
| iM DBi Managed Futures Strategy ETF | Hedge Fund, Actively Managed | 95 | 7.87% | May 8, 2019 | IFPUX vs DBMF | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | IFPUX vs SCHD | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | IFPUX vs VITPX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | IFPUX vs PAGDX |
Compare IFPUX with Any Fund or Stock
Compare IFPUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.