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 197 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 | LMISX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | LMISX vs VFFSX | |
| 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 38 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 | LMISX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 18.10B | Dec 2004 | LMISX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 93 | — | Feb 2004 | LMISX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | LMISX vs FTZIX | |
| Rock Oak Core Growth Fund | 91 | — | Dec 2004 | LMISX vs RCKSX |
Top Performing LMISX Alternatives (YTD)
LMISX is at 11.63% YTD. There are 94 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.41% | 18.10B | Dec 2004 | LMISX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 23.90% | — | Dec 2018 | LMISX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.34% | — | Nov 2004 | LMISX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.17% | — | Dec 2015 | LMISX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.69% | — | Jan 1995 | LMISX vs IGIAX |
Lowest Volatility Alternatives to LMISX
LMISX has 12.88% 1-year volatility. There are 144 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 | LMISX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | LMISX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.22% | — | Jul 2012 | LMISX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.83% | — | Aug 2018 | LMISX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.32% | — | Feb 2012 | LMISX vs SILVX |
Lowest Drawdown Alternatives to LMISX
LMISX has a 1-year max drawdown of -8.69%. There are 93 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 | |
| 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 | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | LMISX vs AMFEX |
Other Mutual Funds from Legg Mason
The 10 most viewed Legg Mason mutual funds shown here include LCSMX, LCSSX, ARMGX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Martin Currie SMA-Shares Series EM Fund | Emerging Markets Equities | 84 | 37.97% | — | Jan 2018 | LMISX vs LCSMX | |
| ClearBridge Select Fund | Mid Cap Growth Equities | 9 | 3.28% | — | Nov 2012 | LMISX vs LCSSX | |
| Western Asset Ultra-Short Income Fund | Ultrashort Bond | 98 | 1.34% | — | Jun 1992 | LMISX vs ARMGX | |
| ClearBridge Sustainability Leaders Fund | Large Cap Blend Equities | 38 | 9.81% | — | Mar 2015 | LMISX vs LCILX | |
| BrandywineGLOBAL - Global Opportunities Bond Fund | Global Bonds | 20 | 2.56% | — | Oct 2006 | LMISX vs GOBSX | |
| Franklin International Equity Fund | Foreign Large Cap Equities | 52 | 10.99% | — | Feb 1995 | LMISX vs LMGEX | |
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 44 | 0.43% | — | Dec 2006 | LMISX vs LMSMX | |
| ClearBridge Value Trust | Large Cap Value Equities | 79 | 13.48% | — | Apr 1982 | LMISX vs LMVTX | |
| ClearBridge Global Infrastructure Income Fund | Infrastructure Equities, Energy Equities | 71 | 12.37% | — | Mar 2016 | LMISX vs RGSVX | |
| ClearBridge International Growth Fund | Foreign Large Cap Equities | 11 | 0.79% | — | Apr 1995 | LMISX vs LMGTX |
Often Compared With LMISX
Investors most often compare LMISX with PAGDX, LMASX, POGSX. These 20 comparison targets span 10 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