Fidelity Advisor Limited Term Bond Fund Class I (EFIPX) belongs to the Total Bond Market category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EFIPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EFIPX
EFIPX charges 0.50% annually. There are 58 mutual funds in the Total Bond Market category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market II Index Fund | 0.02% | — | — | EFIPX vs VTBNX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | Mar 1990 | EFIPX vs FXNAX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Sep 1995 | EFIPX vs VBTIX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | — | Oct 2017 | EFIPX vs FNSOX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Feb 2010 | EFIPX vs VBMPX |
Best Risk-Adjusted Alternatives to EFIPX
EFIPX has a PortfoliosLab risk / return rank of 48. There are 24 mutual funds in the Total Bond Market category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 100 | — | Feb 2015 | EFIPX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 100 | 15.70B | Feb 2015 | EFIPX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 99 | — | Mar 2011 | EFIPX vs FCNVX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 99 | — | Oct 2008 | EFIPX vs JSOSX | |
| Fidelity Flex Conservative Income Bond Fund | 99 | — | May 2018 | EFIPX vs FJTDX |
Top Performing EFIPX Alternatives (YTD)
EFIPX is at 0.37% YTD. There are 41 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 3.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Strategic Income Fund Class Z | 3.40% | — | Oct 2018 | EFIPX vs FIWDX | |
| Fidelity Strategic Income Fund | 3.37% | — | Oct 1994 | EFIPX vs FADMX | |
| Fidelity Advisor Strategic Income Fund Class I | 3.36% | — | Jul 1995 | EFIPX vs FSRIX | |
| Fidelity Advisor Strategic Income Fund Class A | 3.28% | — | Sep 1996 | EFIPX vs FSTAX | |
| Fidelity Advisor Strategic Income Fund Class M | 3.28% | — | Oct 1994 | EFIPX vs FSIAX |
Lowest Volatility Alternatives to EFIPX
EFIPX has 2.30% 1-year volatility. There are 23 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.61% | — | Feb 2015 | EFIPX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.68% | — | Oct 2008 | EFIPX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.78% | 15.70B | Feb 2015 | EFIPX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 1.18% | — | Mar 2011 | EFIPX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 1.27% | — | May 2018 | EFIPX vs FJTDX |
Lowest Drawdown Alternatives to EFIPX
EFIPX has a 1-year max drawdown of -1.63%. There are 18 mutual funds in the Total Bond Market category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.10% | — | Mar 2011 | EFIPX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | -0.10% | — | May 2018 | EFIPX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.25% | — | Feb 2015 | EFIPX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | — | Oct 2008 | EFIPX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | 15.70B | Feb 2015 | EFIPX vs VUBFX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 65 | 9.79% | — | Feb 1988 | EFIPX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 89.12% | — | Jul 1985 | EFIPX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 10.41% | — | — | EFIPX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 10.43% | — | — | EFIPX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 21 | 3.18% | — | — | EFIPX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 68 | 16.84% | — | Dec 1987 | EFIPX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 8.62% | 176.32B | May 1967 | EFIPX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 62 | 9.63% | — | — | EFIPX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 39 | 10.74% | — | Nov 1997 | EFIPX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 66 | 15.70% | — | Jun 2016 | EFIPX vs FTIHX |
Often Compared With EFIPX
Investors most often compare EFIPX with BDHIX, VOO, PBDIX. These 7 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock Dynamic High Income Portfolio | Diversified Portfolio | 45 | 4.18% | — | Nov 2014 | EFIPX vs BDHIX | |
| Vanguard S&P 500 ETF | S&P 500 | 59 | 8.19% | 1.70T | Sep 2010 | EFIPX vs VOO | |
| T. Rowe Price QM U.S. Bond Index Fund | Total Bond Market | 17 | -0.12% | — | — | EFIPX vs PBDIX | |
| Vanguard Mortgage-Backed Securities Index Fund Adm... | Total Bond Market | 36 | 0.81% | 17.10B | Dec 2009 | EFIPX vs VMBSX | |
| Fidelity Mortgage Securities Fund | Total Bond Market | 34 | 0.66% | — | Dec 1984 | EFIPX vs FMSFX | |
| Vanguard GNMA Fund Investor Shares | Total Bond Market | 28 | 0.68% | 11.00B | Jun 1980 | EFIPX vs VFIIX | |
| Fidelity Advisor Strategic Income Fund Class C | Total Bond Market | 75 | 2.88% | — | Nov 1997 | EFIPX vs FSRCX |
Compare EFIPX with Any Fund or Stock
Compare EFIPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EFIPX with funds that move differently
Fidelity Advisor Limited Term Bond Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EFIPX.
Explore EFIPX Diversifiers