Fidelity Advisor Capital Development Fund Class I (FDEIX) 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 FDEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FDEIX
FDEIX charges 0.71% annually. There are 133 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 | FDEIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FDEIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FDEIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | FDEIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | FDEIX vs VVIAX |
Best Risk-Adjusted Alternatives to FDEIX
FDEIX has a PortfoliosLab risk / return rank of 70. There are 148 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 95 | — | Oct 1993 | FDEIX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | FDEIX vs FGINX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | FDEIX vs IDIVX | |
| Al Frank Fund | 95 | — | May 2006 | FDEIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | FDEIX vs AVLVX |
Top Performing FDEIX Alternatives (YTD)
FDEIX is at 8.18% YTD. There are 216 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 22.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 22.92% | — | May 2006 | FDEIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 22.00% | — | Jun 2022 | FDEIX vs AVLVX | |
| PIMCO RAE US Fund | 21.33% | — | Jun 2015 | FDEIX vs PKAIX | |
| AMG Yacktman Focused Fund | 20.67% | — | May 1997 | FDEIX vs YAFFX | |
| Calvert US Large-Cap Value Responsible Index Fund | 20.41% | — | Jun 2015 | FDEIX vs CFJIX |
Lowest Volatility Alternatives to FDEIX
FDEIX has 12.94% 1-year volatility. There are 264 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.66% | — | Feb 2021 | FDEIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | FDEIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.77% | — | Feb 1996 | FDEIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.37% | — | Dec 2007 | FDEIX vs TMMAX | |
| American Century Equity Income Fund Class I | 8.48% | — | Jul 1998 | FDEIX vs ACIIX |
Lowest Drawdown Alternatives to FDEIX
FDEIX has a 1-year max drawdown of -9.64%. There are 279 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 | FDEIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FDEIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FDEIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | FDEIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FDEIX 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 | 55 | 8.11% | — | Feb 1988 | FDEIX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 94 | 74.97% | — | Jul 1985 | FDEIX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 56 | 8.84% | — | — | FDEIX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 55 | 8.88% | — | — | FDEIX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 16 | 1.40% | — | — | FDEIX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 58 | 13.72% | — | Dec 1987 | FDEIX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 31 | 7.31% | 176.32B | May 1967 | FDEIX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 51 | 7.91% | — | — | FDEIX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 32 | 8.29% | — | Nov 1997 | FDEIX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 52 | 12.53% | — | Jun 2016 | FDEIX vs FTIHX |
Often Compared With FDEIX
Investors most often compare FDEIX with WSHFX, VTV, AVERX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare FDEIX with Any Fund or Stock
Compare FDEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FDEIX with funds that move differently
Fidelity Advisor Capital Development Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FDEIX.
Explore FDEIX Diversifiers