Fidelity Advisor Equity Income Fund Class I (EQPIX) 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 EQPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EQPIX
EQPIX charges 0.65% annually. There are 93 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 | EQPIX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | EQPIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | EQPIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | EQPIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | EQPIX vs VVIAX |
Best Risk-Adjusted Alternatives to EQPIX
Among 322 mutual funds in the Large Cap Value Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | EQPIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | EQPIX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | EQPIX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | EQPIX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | EQPIX vs AVLVX |
Top Performing EQPIX Alternatives (YTD)
Among 322 mutual funds in the Large Cap Value Equities category with YTD return data, the top-performing alternatives shown here go as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | EQPIX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | EQPIX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | EQPIX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | EQPIX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | EQPIX vs NPRTX |
Lowest Volatility Alternatives to EQPIX
Among 324 mutual funds in the Large Cap Value Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | EQPIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | EQPIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | EQPIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | EQPIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | EQPIX vs TMMAX |
Lowest Drawdown Alternatives to EQPIX
Among 322 mutual funds in the Large Cap Value Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | EQPIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | EQPIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | EQPIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | EQPIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | EQPIX vs SVAIX |
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 | EQPIX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 89.12% | — | Jul 1985 | EQPIX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 10.41% | — | — | EQPIX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 10.43% | — | — | EQPIX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 21 | 3.18% | — | — | EQPIX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 68 | 16.84% | — | Dec 1987 | EQPIX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 8.62% | 176.32B | May 1967 | EQPIX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 62 | 9.63% | — | — | EQPIX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 39 | 10.74% | — | Nov 1997 | EQPIX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 66 | 15.70% | — | Jun 2016 | EQPIX vs FTIHX |
Often Compared With EQPIX
Investors most often compare EQPIX with FBRNX, IVOV, AVERX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare EQPIX with Any Fund or Stock
Compare EQPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EQPIX with funds that move differently
Fidelity Advisor Equity Income Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EQPIX.
Explore EQPIX Diversifiers