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 186 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 | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | FDEQX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | FDEQX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | FDEQX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | FDEQX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | FDEQX vs VIGAX |
Best Risk-Adjusted Alternatives to FDEQX
FDEQX has a PortfoliosLab risk / return rank of 37. There are 86 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | FDEQX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | FDEQX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | FDEQX vs VHCAX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | FDEQX vs CHAIX | |
| Chase Growth Fund | 87 | — | Dec 1997 | FDEQX vs CHASX |
Top Performing FDEQX Alternatives (YTD)
FDEQX is at 12.17% YTD. There are 65 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 57.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 57.54% | — | Mar 2020 | FDEQX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.30% | — | Feb 2004 | FDEQX vs RYGRX | |
| ICON Equity Fund | 28.30% | — | Oct 2002 | FDEQX vs IOLZX | |
| PrimeCap Odyssey Growth Fund | 27.89% | — | Nov 2004 | FDEQX vs POGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.64% | — | Feb 2017 | FDEQX vs FUMIX |
Lowest Volatility Alternatives to FDEQX
FDEQX has 17.13% 1-year volatility. There are 239 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.35% | — | Sep 2019 | FDEQX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.60% | — | Jan 2005 | FDEQX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.81% | — | Dec 2015 | FDEQX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | FDEQX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.48% | — | Jan 1991 | FDEQX vs BLUEX |
Lowest Drawdown Alternatives to FDEQX
FDEQX has a 1-year max drawdown of -12.48%. There are 118 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | FDEQX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | FDEQX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | FDEQX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | FDEQX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | FDEQX vs DNVYX |
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 | FDEQX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 94 | 74.97% | — | Jul 1985 | FDEQX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 56 | 8.84% | — | — | FDEQX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 55 | 8.88% | — | — | FDEQX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 58 | 13.72% | — | Dec 1987 | FDEQX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 31 | 7.31% | 176.32B | May 1967 | FDEQX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 51 | 7.91% | — | — | FDEQX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 32 | 8.29% | — | Nov 1997 | FDEQX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 52 | 12.53% | — | Jun 2016 | FDEQX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 55 | 13.31% | — | Aug 2018 | FDEQX vs FZILX |
Often Compared With FDEQX
Investors most often compare FDEQX with FDEWX, IVV, VDIGX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare FDEQX with Any Fund or Stock
Compare FDEQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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