ClearBridge Large Cap Value Fund (SAIFX) Alternatives
ClearBridge Large Cap Value Fund (SAIFX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SAIFX. 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 SAIFX
SAIFX charges 0.56% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among SAIFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | SAIFX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | SAIFX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | SAIFX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | SAIFX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | SAIFX vs TILVX |
Best Risk-Adjusted Alternatives to SAIFX
Among mutual funds in the Large Cap Value 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 International High Dividend Yield Index F... | 92 | Mar 2, 2016 | SAIFX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | SAIFX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | SAIFX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | SAIFX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | SAIFX vs VALAX |
Top Performing SAIFX Alternatives (YTD)
SAIFX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | SAIFX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | SAIFX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | SAIFX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | SAIFX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | SAIFX vs HFCVX |
Lowest Volatility Alternatives to SAIFX
SAIFX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | SAIFX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | SAIFX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | SAIFX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | SAIFX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | SAIFX vs ACIIX |
Lowest Drawdown Alternatives to SAIFX
SAIFX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | SAIFX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | SAIFX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | SAIFX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | SAIFX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | SAIFX vs PSECX |
Other Mutual Funds from Franklin Templeton
Most popular Franklin Templeton mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 21 | -15.24% | Jan 2, 1968 | SAIFX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 94 | -2.21% | May 18, 1969 | SAIFX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | SAIFX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | -8.53% | Apr 1, 1948 | SAIFX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | -4.58% | Jan 14, 1987 | SAIFX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 20.88% | Jun 10, 2011 | SAIFX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | SAIFX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 18 | -10.22% | Oct 24, 1983 | SAIFX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 2.21% | Aug 28, 1997 | SAIFX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 35 | -6.24% | Mar 10, 1970 | SAIFX vs SHAPX |
Often Compared With SAIFX
What investors most often compare with SAIFX, based on PortfoliosLab usage data.
Compare SAIFX with Any Fund or Stock
Compare SAIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.