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 a closer substitute for your current allocation.
Cheapest Alternatives to SAIFX
SAIFX charges 0.56% annually. There are 66 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | SAIFX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | SAIFX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | SAIFX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | SAIFX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | SAIFX vs VVIAX |
Best Risk-Adjusted Alternatives to SAIFX
SAIFX has a PortfoliosLab risk / return rank of 83. There are 130 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | SAIFX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | SAIFX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | SAIFX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | SAIFX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | SAIFX vs PKAIX |
Top Performing SAIFX Alternatives (YTD)
SAIFX is at 12.68% YTD. There are 131 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | SAIFX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | SAIFX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | SAIFX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | SAIFX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | SAIFX vs NFJEX |
Lowest Volatility Alternatives to SAIFX
SAIFX has 10.22% 1-year volatility. There are 56 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | SAIFX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | SAIFX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | SAIFX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | SAIFX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.54% | — | Dec 2007 | SAIFX vs TMMAX |
Lowest Drawdown Alternatives to SAIFX
SAIFX has a 1-year max drawdown of -7.11%. There are 138 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | SAIFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | SAIFX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | SAIFX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | SAIFX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | SAIFX vs SVAIX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 14 | 8.94% | — | Jan 1968 | SAIFX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 29 | -11.31% | — | May 1969 | SAIFX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 85 | 4.80% | — | — | SAIFX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 25 | 7.17% | — | Apr 1948 | SAIFX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 23.18% | — | Jun 2011 | SAIFX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 32 | 6.55% | — | Jan 1987 | SAIFX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 8 | 4.96% | — | Aug 1997 | SAIFX vs SBLGX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 90 | 5.36% | — | Aug 1997 | SAIFX vs FRIAX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 53 | 16.06% | — | Oct 1990 | SAIFX vs TFEQX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 8 | 3.20% | — | Oct 1983 | SAIFX vs SHRAX |
Often Compared With SAIFX
Investors most often compare SAIFX with ACSTX, IDIVX, AWSHX. These 20 comparison targets span 8 categories, 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.
Pair SAIFX with funds that move differently
ClearBridge Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SAIFX.
Explore SAIFX Diversifiers