Franklin U.S. Large Cap Equity Fund (LMISX) 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 LMISX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LMISX
LMISX charges 0.70% annually. There are 204 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% | — | — | LMISX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | LMISX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | LMISX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | LMISX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | LMISX vs WBREOX |
Best Risk-Adjusted Alternatives to LMISX
LMISX has a PortfoliosLab risk / return rank of 79. There are 36 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 | LMISX vs SVPFX | |
| Pin Oak Equity | 92 | — | Aug 1992 | LMISX vs POGSX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | LMISX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | LMISX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | LMISX vs VPMAX |
Top Performing LMISX Alternatives (YTD)
LMISX is at 10.96% YTD. There are 105 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 | LMISX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 25.33% | — | Nov 2004 | LMISX vs POGRX | |
| Integrity ESG Growth & Income Fund | 24.87% | — | Jan 1995 | LMISX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.98% | — | Dec 2015 | LMISX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.20% | 92.00B | Nov 2001 | LMISX vs VPMAX |
Lowest Volatility Alternatives to LMISX
LMISX has 12.63% 1-year volatility. There are 171 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 | LMISX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | LMISX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | LMISX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | LMISX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | LMISX vs JEPIX |
Lowest Drawdown Alternatives to LMISX
LMISX has a 1-year max drawdown of -8.69%. There are 98 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 | LMISX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | LMISX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | LMISX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | LMISX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | LMISX vs QUERX |
Other Mutual Funds from Legg Mason
The 10 most viewed Legg Mason mutual funds shown here include LCSMX, LCSSX, LCILX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Martin Currie SMA-Shares Series EM Fund | Emerging Markets Diversified | 89 | 42.32% | — | Jan 2018 | LMISX vs LCSMX | |
| ClearBridge Select Fund | Mid Cap Growth Equities | 13 | 4.88% | — | Nov 2012 | LMISX vs LCSSX | |
| ClearBridge Sustainability Leaders Fund | Large Cap Blend Equities | 41 | 10.25% | — | Mar 2015 | LMISX vs LCILX | |
| BrandywineGLOBAL - Global Opportunities Bond Fund | Global Bonds | 10 | 1.64% | — | Oct 2006 | LMISX vs GOBSX | |
| Western Asset Ultra-Short Income Fund | Ultrashort Bond | 98 | 1.34% | — | Jun 1992 | LMISX vs ARMGX | |
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 44 | 0.57% | — | Dec 2006 | LMISX vs LMSMX | |
| ClearBridge Value Trust | Large Cap Value Equities | 55 | 12.45% | — | Apr 1982 | LMISX vs LMVTX | |
| ClearBridge Global Infrastructure Income Fund | Energy Equities | 69 | 12.91% | — | Mar 2016 | LMISX vs RGSVX | |
| Franklin International Equity Fund | Foreign Large Cap Equities | 32 | 8.45% | — | Feb 1995 | LMISX vs LMGEX | |
| ClearBridge International Growth Fund | Foreign Large Cap Equities | 9 | 1.72% | — | Apr 1995 | LMISX vs LMGTX |
Often Compared With LMISX
Investors most often compare LMISX with PAGDX, LMASX, LMLCX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare LMISX with Any Fund or Stock
Compare LMISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LMISX with funds that move differently
Franklin U.S. Large Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LMISX.
Explore LMISX Diversifiers