Cantor Fitzgerald Equity Dividend Plus Fund (FBPEX) 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 FBPEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FBPEX
FBPEX charges 1.12% annually. There are 269 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 | FBPEX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | FBPEX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FBPEX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FBPEX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | FBPEX vs VVIAX |
Best Risk-Adjusted Alternatives to FBPEX
FBPEX has a PortfoliosLab risk / return rank of 86. There are 157 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | FBPEX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | FBPEX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | FBPEX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | FBPEX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | FBPEX vs LSVVX |
Top Performing FBPEX Alternatives (YTD)
FBPEX is at 16.92% YTD. There are 87 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | FBPEX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | FBPEX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | FBPEX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | FBPEX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | FBPEX vs AVLVX |
Lowest Volatility Alternatives to FBPEX
FBPEX has 10.71% 1-year volatility. There are 92 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | FBPEX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | FBPEX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | FBPEX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | FBPEX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | FBPEX vs ACIIX |
Lowest Drawdown Alternatives to FBPEX
FBPEX has a 1-year max drawdown of -7.38%. There are 167 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | FBPEX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FBPEX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FBPEX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | FBPEX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FBPEX vs SVAIX |
Often Compared With FBPEX
Investors most often compare FBPEX with BITO, VIG, AWYIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare FBPEX with Any Fund or Stock
Compare FBPEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FBPEX with funds that move differently
Cantor Fitzgerald Equity Dividend Plus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FBPEX.
Explore FBPEX Diversifiers