ClearBridge International Value Fund (SBIEX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SBIEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SBIEX
SBIEX charges 1.25% annually. There are 366 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | SBIEX vs FIGSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | SBIEX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | SBIEX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | SBIEX vs FSOSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | SBIEX vs FHLFX |
Best Risk-Adjusted Alternatives to SBIEX
SBIEX has a PortfoliosLab risk / return rank of 43. There are 154 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 92 | — | Jul 1998 | SBIEX vs GTMIX | |
| Touchstone International Equity Fund | 92 | — | Mar 1993 | SBIEX vs SWRLX | |
| SA International Value Fund | 89 | — | Aug 1999 | SBIEX vs SAHMX | |
| Dunham International Stock Fund | 88 | — | Dec 2004 | SBIEX vs DCINX | |
| GMO International Developed Equity Allocation Fund | 87 | — | Jun 2006 | SBIEX vs GIOTX |
Top Performing SBIEX Alternatives (YTD)
SBIEX is at 12.54% YTD. There are 130 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 28.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 28.55% | — | Aug 1994 | SBIEX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 26.94% | — | Apr 2019 | SBIEX vs FISZX | |
| Calamos International Growth Fund | 25.57% | — | Mar 2005 | SBIEX vs CIGIX | |
| Lord Abbett International Growth Fund | 24.40% | — | Jun 2021 | SBIEX vs LIAGX | |
| Dunham International Stock Fund | 23.49% | — | Dec 2004 | SBIEX vs DCINX |
Lowest Volatility Alternatives to SBIEX
SBIEX has 17.62% 1-year volatility. There are 331 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 8.34% | — | Nov 1997 | SBIEX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 8.34% | — | Feb 2017 | SBIEX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.35% | — | Sep 1996 | SBIEX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.36% | — | Jul 1995 | SBIEX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.37% | — | Apr 1990 | SBIEX vs FAERX |
Lowest Drawdown Alternatives to SBIEX
SBIEX has a 1-year max drawdown of -13.01%. There are 329 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | SBIEX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | SBIEX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | SBIEX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | SBIEX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | SBIEX vs FAERX |
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 | 17 | 9.66% | — | Jan 1968 | SBIEX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 34 | -8.99% | — | May 1969 | SBIEX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 80 | 5.21% | — | — | SBIEX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 23 | 6.65% | — | Apr 1948 | SBIEX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 34 | 20.75% | — | Jun 2011 | SBIEX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | 6.78% | — | Jan 1987 | SBIEX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 8 | 4.70% | — | Aug 1997 | SBIEX vs SBLGX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 5.36% | — | Aug 1997 | SBIEX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 8 | 3.59% | — | Oct 1983 | SBIEX vs SHRAX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 43 | 15.10% | — | Oct 1990 | SBIEX vs TFEQX |
Often Compared With SBIEX
Investors most often compare SBIEX with THOIX, TBGVX, KGIIX. These 9 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thornburg Global Opportunities Fund | Foreign Large Cap Equities | 86 | 9.76% | — | Jul 2006 | SBIEX vs THOIX | |
| Tweedy, Browne International Value Fund | Foreign Large Cap Equities | 46 | 11.00% | — | Jun 1993 | SBIEX vs TBGVX | |
| Kopernik International Fund | Foreign Large Cap Equities | 37 | 2.09% | — | Jun 2015 | SBIEX vs KGIIX | |
| AB International Strategic Equities Portfolio | Foreign Large Cap Equities | 80 | 19.21% | — | Dec 2015 | SBIEX vs STEZX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 34 | 21.09% | — | May 2019 | SBIEX vs JIJIX | |
| EuroPac International Dividend Income Fund | Foreign Large Cap Equities | 76 | 6.77% | — | Jan 2014 | SBIEX vs EPDIX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 32 | 6.56% | — | Mar 1970 | SBIEX vs SHAPX | |
| EuroPac International Dividend Income Fund Class A | Foreign Large Cap Equities, Dividend | 75 | 6.64% | — | Jan 2014 | SBIEX vs EPDPX | |
| DFA World ex U.S. Value Portfolio Fund | Foreign Large Cap Equities | 84 | 14.79% | — | Aug 2010 | SBIEX vs DFWVX |
Compare SBIEX with Any Fund or Stock
Compare SBIEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SBIEX with funds that move differently
ClearBridge International Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SBIEX.
Explore SBIEX Diversifiers