Franklin U.S. Small Cap Equity Fund (LMSIX) belongs to the Small 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 LMSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LMSIX
LMSIX charges 1.03% annually. There are 98 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | LMSIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | LMSIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | LMSIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | LMSIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | LMSIX vs VSMAX |
Best Risk-Adjusted Alternatives to LMSIX
LMSIX has a PortfoliosLab risk / return rank of 81. There are 23 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | LMSIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | LMSIX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | LMSIX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | LMSIX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | LMSIX vs RYOTX |
Top Performing LMSIX Alternatives (YTD)
LMSIX is at 19.79% YTD. There are 90 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | LMSIX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | LMSIX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | LMSIX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | LMSIX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | LMSIX vs HASCX |
Lowest Volatility Alternatives to LMSIX
LMSIX has 18.87% 1-year volatility. There are 115 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | LMSIX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | LMSIX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | LMSIX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | LMSIX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | LMSIX vs BOSOX |
Lowest Drawdown Alternatives to LMSIX
LMSIX has a 1-year max drawdown of -9.22%. There are 40 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | LMSIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | LMSIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | LMSIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | LMSIX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | LMSIX vs SSCDX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 19 | 10.18% | — | Jan 1968 | LMSIX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 34 | -1.84% | — | May 1969 | LMSIX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 4.34% | — | — | LMSIX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 24 | 4.76% | — | Apr 1948 | LMSIX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 23 | 16.33% | — | Jun 2011 | LMSIX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 32 | 5.20% | — | Jan 1987 | LMSIX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | 1.54% | — | Aug 1997 | LMSIX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 7 | 1.90% | — | Oct 1983 | LMSIX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 87 | 4.46% | — | Aug 1997 | LMSIX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 31 | 4.32% | — | Mar 1970 | LMSIX vs SHAPX |
Often Compared With LMSIX
Investors most often compare LMSIX with PRSVX, NINLX, CAMSX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare LMSIX with Any Fund or Stock
Compare LMSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LMSIX with funds that move differently
Franklin U.S. Small Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LMSIX.
Explore LMSIX Diversifiers