Franklin U.S. Large Cap Equity Fund (LMISX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LMISX
LMISX charges 0.70% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among LMISX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | LMISX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | LMISX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | LMISX vs SSSYX |
Best Risk-Adjusted Alternatives to LMISX
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 | LMISX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | LMISX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | LMISX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | LMISX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | LMISX vs DHAMX |
Top Performing LMISX Alternatives (YTD)
LMISX 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 | LMISX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | LMISX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | LMISX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | LMISX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | LMISX vs RCKSX |
Lowest Volatility Alternatives to LMISX
LMISX 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 | LMISX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | LMISX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | LMISX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | LMISX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | LMISX vs QUERX |
Lowest Drawdown Alternatives to LMISX
LMISX 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 | LMISX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | LMISX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | LMISX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | LMISX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | LMISX vs GQEIX |
Other Mutual Funds from Legg Mason
Most popular Legg Mason mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ClearBridge Select Fund | Mid Cap Growth Equities | 11 | -10.67% | Nov 30, 2012 | LMISX vs LCSSX | |
| Western Asset Ultra-Short Income Fund | Ultrashort Bond | 99 | 0.28% | Jun 22, 1992 | LMISX vs ARMGX | |
| BrandywineGLOBAL - Global Opportunities Bond Fund | Global Bonds | 43 | -2.02% | Oct 31, 2006 | LMISX vs GOBSX | |
| ClearBridge Value Trust | Large Cap Value Equities | 23 | -1.35% | Apr 16, 1982 | LMISX vs LMVTX | |
| ClearBridge Sustainability Leaders Fund | Large Cap Blend Equities | 30 | -5.98% | Mar 31, 2015 | LMISX vs LCILX | |
| Martin Currie SMA-Shares Series EM Fund | Emerging Markets Diversified | 96 | 9.17% | Jan 9, 2018 | LMISX vs LCSMX | |
| ClearBridge International Growth Fund | Foreign Large Cap Equities | 15 | -7.54% | Apr 16, 1995 | LMISX vs LMGTX | |
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 62 | 0.18% | Dec 27, 2006 | LMISX vs LMSMX | |
| Franklin International Equity Fund | Foreign Large Cap Equities | 52 | -2.30% | Feb 17, 1995 | LMISX vs LMGEX | |
| ClearBridge Small Cap Fund | Small Cap Blend Equities | 21 | -2.08% | Dec 30, 1985 | LMISX vs LMASX |
Often Compared With LMISX
What investors most often compare with LMISX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | LMISX vs PAGDX | |
| ClearBridge Global Infrastructure Income Fund | Energy Equities | 94 | 10.24% | Mar 30, 2016 | LMISX vs RGSVX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 44 | -7.05% | Aug 11, 2014 | LMISX vs SSEYX |
Compare LMISX with Any Fund or Stock
Compare LMISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.