Fidelity Advisor Equity Income Fund Class I (EQPIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to EQPIX
EQPIX charges 0.65% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among EQPIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | EQPIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | EQPIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | EQPIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | EQPIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | EQPIX vs TILVX |
Best Risk-Adjusted Alternatives to EQPIX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | EQPIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | EQPIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | EQPIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | EQPIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | EQPIX vs VALAX |
Top Performing EQPIX Alternatives (YTD)
EQPIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | EQPIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | EQPIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | EQPIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | EQPIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | EQPIX vs HFCVX |
Lowest Volatility Alternatives to EQPIX
EQPIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | EQPIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | EQPIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | EQPIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | EQPIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | EQPIX vs ACIIX |
Lowest Drawdown Alternatives to EQPIX
EQPIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | EQPIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | EQPIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | EQPIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | EQPIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | EQPIX vs PSECX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | EQPIX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | EQPIX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | EQPIX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | EQPIX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | EQPIX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | EQPIX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | EQPIX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | EQPIX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | EQPIX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | EQPIX vs FTIHX |
Often Compared With EQPIX
What investors most often compare with EQPIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Advisor Stock Selector All Cap Fund Class... | Large Cap Growth Equities | 63 | -5.88% | Oct 23, 2012 | EQPIX vs FBRNX | |
| Vanguard S&P Mid-Cap 400 Value ETF | Mid Cap Value Equities | 37 | 0.93% | Sep 7, 2010 | EQPIX vs IVOV |
Compare EQPIX with Any Fund or Stock
Compare EQPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.