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 Overseas Fund | 0.01% | — | Jun 2019 | SBIEX vs FSOSX | |
| 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 International Index Fund | 0.01% | — | Aug 2018 | SBIEX vs FHLFX |
Best Risk-Adjusted Alternatives to SBIEX
SBIEX has a PortfoliosLab risk / return rank of 41. There are 144 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Global Opportunities Fund | 94 | — | Jul 2006 | SBIEX vs THOIX | |
| American Beacon Tocqueville International Value Fu... | 93 | — | Aug 1994 | SBIEX vs TIVFX | |
| Touchstone International Equity Fund | 91 | — | Mar 1993 | SBIEX vs SWRLX | |
| Dunham International Stock Fund | 91 | — | Dec 2004 | SBIEX vs DCINX | |
| DFA World ex U.S. Value Portfolio Fund | 88 | — | Aug 2010 | SBIEX vs DFWVX |
Top Performing SBIEX Alternatives (YTD)
SBIEX is at 13.20% YTD. There are 111 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 35.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 35.17% | — | Aug 1994 | SBIEX vs TIVFX | |
| Calamos International Growth Fund | 34.54% | — | Mar 2005 | SBIEX vs CIGIX | |
| Lord Abbett International Growth Fund | 27.78% | — | Jun 2021 | SBIEX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 27.01% | — | Apr 2019 | SBIEX vs FISZX | |
| Dunham International Stock Fund | 26.35% | — | Dec 2004 | SBIEX vs DCINX |
Lowest Volatility Alternatives to SBIEX
SBIEX has 16.71% 1-year volatility. There are 340 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 9.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 9.17% | — | Nov 1997 | SBIEX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 9.18% | — | Feb 2017 | SBIEX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 9.18% | — | Sep 1996 | SBIEX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class M | 9.19% | — | Apr 1990 | SBIEX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 9.20% | — | Jul 1995 | SBIEX vs FAOIX |
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 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 23 | 13.49% | — | Jan 1968 | SBIEX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 43 | 6.83% | — | May 1969 | SBIEX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.16% | — | — | SBIEX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 29 | 7.09% | — | Apr 1948 | SBIEX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 20 | 15.80% | — | Jun 2011 | SBIEX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 34 | 5.86% | — | Jan 1987 | SBIEX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 10 | 5.90% | — | Aug 1997 | SBIEX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 9 | 3.89% | — | Oct 1983 | SBIEX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 92 | 5.29% | — | Aug 1997 | SBIEX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 37 | 6.04% | — | Mar 1970 | SBIEX vs SHAPX |
Often Compared With SBIEX
Investors most often compare SBIEX with TBGVX, KGIIX, STEZX. These 8 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Tweedy, Browne International Value Fund | Foreign Large Cap Equities | 38 | 10.01% | — | Jun 1993 | SBIEX vs TBGVX | |
| Kopernik International Fund | Foreign Large Cap Equities | 81 | 9.82% | — | Jun 2015 | SBIEX vs KGIIX | |
| AB International Strategic Equities Portfolio | Foreign Large Cap Equities | 82 | 21.69% | — | Dec 2015 | SBIEX vs STEZX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 37 | 26.05% | — | May 2019 | SBIEX vs JIJIX | |
| GMO Tax-Managed International Equities Fund | Foreign Large Cap Equities | 88 | 14.34% | — | Jul 1998 | SBIEX vs GTMIX | |
| EuroPac International Dividend Income Fund | Foreign Large Cap Equities | 87 | 13.98% | — | Jan 2014 | SBIEX vs EPDIX | |
| EuroPac International Dividend Income Fund Class A | Foreign Large Cap Equities, Dividend | 87 | 13.86% | — | Jan 2014 | SBIEX vs EPDPX | |
| SA International Value Fund | Foreign Large Cap Equities | 87 | 11.49% | — | Aug 1999 | SBIEX vs SAHMX |
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