FDEQX Alternatives & Similar Mutual Funds

Fidelity Disciplined Equity Fund (FDEQX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FDEQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FDEQX

FDEQX charges 0.79% annually. There are 187 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022	FDEQX vs ACIHX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	FDEQX vs FSPGX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	5.10B	Dec 2017	FDEQX vs SWLGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	365.00B	May 1998	FDEQX vs VIGIX
VIGAX	Vanguard Growth Index Fund Admiral Shares	0.05%	365.00B	Nov 2000	FDEQX vs VIGAX

Best Risk-Adjusted Alternatives to FDEQX

FDEQX has a PortfoliosLab risk / return rank of 42. There are 103 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
EFCNX	Emerald Insights Fund	98	—	Aug 2014	FDEQX vs EFCNX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	94	82.00B	Nov 1984	FDEQX vs VPMCX
FOCKX	Fidelity OTC Portfolio Class K	92	—	May 2008	FDEQX vs FOCKX
FOCPX	Fidelity OTC Portfolio	92	—	Dec 1984	FDEQX vs FOCPX
POGRX	PrimeCap Odyssey Growth Fund	92	—	Nov 2004	FDEQX vs POGRX

Top Performing FDEQX Alternatives (YTD)

FDEQX is at 13.81% YTD. There are 86 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 63.96%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	63.96%	—	Mar 2020	FDEQX vs ONERX
CTCAX	Columbia Global Technology Growth Fund Class A	30.99%	—	Nov 2000	FDEQX vs CTCAX
RYGRX	Rydex S&P 500 Pure Growth Fund	30.30%	—	Feb 2004	FDEQX vs RYGRX
FOCKX	Fidelity OTC Portfolio Class K	28.33%	—	May 2008	FDEQX vs FOCKX
FOCPX	Fidelity OTC Portfolio	28.25%	—	Dec 1984	FDEQX vs FOCPX

Lowest Volatility Alternatives to FDEQX

FDEQX has 15.73% 1-year volatility. There are 208 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	7.86%	—	Sep 2019	FDEQX vs BBLIX
EFCNX	Emerald Insights Fund	9.18%	—	Aug 2014	FDEQX vs EFCNX
MEIFX	Meridian Enhanced Equity Fund	9.39%	—	Jan 2005	FDEQX vs MEIFX
MRFOX	Marshfield Concentrated Opportunity Fund	9.77%	—	Dec 2015	FDEQX vs MRFOX
AWYIX	CIBC Atlas Equity Income Fund	9.90%	—	Apr 2010	FDEQX vs AWYIX

Lowest Drawdown Alternatives to FDEQX

FDEQX has a 1-year max drawdown of -12.48%. There are 121 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
EFCNX	Emerald Insights Fund	-2.90%	—	Aug 2014	FDEQX vs EFCNX
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	FDEQX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	FDEQX vs MEIFX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-6.77%	—	Sep 2018	FDEQX vs GQEPX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	FDEQX vs AQEIX

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
FXAIX	Fidelity 500 Index Fund	S&P 500	66	10.89%	—	Feb 1988	FDEQX vs FXAIX
FSELX	Fidelity Select Semiconductors Portfolio	Semiconductors, Technology Equities	97	86.42%	—	Jul 1985	FDEQX vs FSELX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	64	11.17%	—	—	FDEQX vs FZROX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	63	11.22%	—	—	FDEQX vs FSKAX
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	71	18.19%	—	Dec 1987	FDEQX vs FBGRX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	37	8.62%	176.32B	May 1967	FDEQX vs FCNTX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	63	10.70%	—	—	FDEQX vs FNILX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	27	8.67%	—	Nov 1997	FDEQX vs FSPSX
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	56	14.49%	—	Jun 2016	FDEQX vs FTIHX
FZILX	Fidelity ZERO International Index Fund	Foreign Large Cap Equities	58	15.27%	—	Aug 2018	FDEQX vs FZILX

Often Compared With FDEQX

Investors most often compare FDEQX with FDEWX, IVV, VDIGX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FDEWX	Fidelity Freedom Index 2055 Fund Investor Class	Target Retirement Date	65	11.71%	—	Jun 2011	FDEQX vs FDEWX
IVV	iShares Core S&P 500 ETF	S&P 500	74	11.38%	854.92B	May 2000	FDEQX vs IVV
VDIGX	Vanguard Dividend Growth Fund	Dividend, Large Cap Blend Equities	10	2.17%	36.80B	May 1992	FDEQX vs VDIGX
IWY	iShares Russell Top 200 Growth ETF	Large Cap Growth Equities	43	7.56%	17.61B	Sep 2009	FDEQX vs IWY
VYM	Vanguard High Dividend Yield ETF	Dividend	80	12.42%	94.60B	Nov 2006	FDEQX vs VYM
FDFIX	Fidelity Flex 500 Index Fund	Large Cap Blend Equities	62	10.70%	—	Mar 2017	FDEQX vs FDFIX
SPY	State Street SPDR S&P 500 ETF	S&P 500	74	11.33%	781.00B	Jan 1993	FDEQX vs SPY
FTQGX	Fidelity Focused Stock Fund	Large Cap Growth Equities	78	26.73%	—	Nov 1996	FDEQX vs FTQGX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	85	19.82%	94.95B	Oct 2011	FDEQX vs SCHD
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	40	6.78%	61.08B	Dec 2009	FDEQX vs SCHG
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	71	13.11%	—	Jan 1990	FDEQX vs ADX
IOLZX	ICON Equity Fund	Large Cap Growth Equities	71	26.98%	—	Oct 2002	FDEQX vs IOLZX
FDSVX	Fidelity Growth Discovery Fund	Large Cap Growth Equities	39	14.32%	—	Mar 1998	FDEQX vs FDSVX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	32	-1.17%	—	Apr 2003	FDEQX vs BPTRX
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	38	18.66%	—	Jul 1958	FDEQX vs AMRGX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	86	22.02%	—	Mar 2001	FDEQX vs ANFFX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	Foreign Large Cap Equities	52	15.14%	304.30B	Aug 1999	FDEQX vs VTMGX
TVRIX	Guggenheim Directional Allocation Fund	Large Cap Growth Equities	74	11.50%	—	Jun 2012	FDEQX vs TVRIX
FCGSX	Fidelity Series Growth Company Fund	Large Cap Growth Equities	89	23.66%	—	Nov 2013	FDEQX vs FCGSX
BLUEX	AMG Veritas Global Real Return Fund	Large Cap Growth Equities	1	-7.48%	—	Jan 1991	FDEQX vs BLUEX

Compare FDEQX with Any Fund or Stock

Compare FDEQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair FDEQX with funds that move differently

Fidelity Disciplined Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FDEQX.

Explore FDEQX Diversifiers

Fidelity Disciplined Equity Fund (FDEQX) Alternatives