Fidelity Disciplined Equity Fund (FDEQX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FDEQX
FDEQX charges 0.79% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among FDEQX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 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% | Dec 20, 2017 | FDEQX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | FDEQX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | FDEQX vs VIGAX |
Best Risk-Adjusted Alternatives to FDEQX
Among mutual funds in the Large Cap Growth 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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | FDEQX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | FDEQX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | FDEQX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | FDEQX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | FDEQX vs VTMGX |
Top Performing FDEQX Alternatives (YTD)
FDEQX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | FDEQX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | FDEQX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | FDEQX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | FDEQX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | FDEQX vs AMRGX |
Lowest Volatility Alternatives to FDEQX
FDEQX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | FDEQX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | FDEQX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | FDEQX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | FDEQX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | FDEQX vs PROVX |
Lowest Drawdown Alternatives to FDEQX
FDEQX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | FDEQX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | FDEQX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | FDEQX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | FDEQX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | FDEQX vs BBLIX |
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 | FDEQX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FDEQX vs FZROX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FDEQX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FDEQX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FDEQX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FDEQX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FDEQX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FDEQX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FDEQX vs FTIHX | |
| Fidelity ZERO International Index Fund | Large Cap Blend Equities, Foreign Large Cap Equities | 80 | -0.81% | — | FDEQX vs FZILX |
Often Compared With FDEQX
What investors most often compare with FDEQX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF | S&P 500 | 65 | -4.38% | May 15, 2000 | FDEQX vs IVV | |
| Fidelity Freedom Index 2055 Fund Investor Class | Target Retirement Date | 64 | -4.21% | Jun 1, 2011 | FDEQX vs FDEWX | |
| iShares Russell Top 200 Growth ETF | Large Cap Growth Equities | 50 | -10.08% | Sep 22, 2009 | FDEQX vs IWY | |
| Vanguard Dividend Growth Fund | Large Cap Blend Equities, Dividend | 10 | -6.99% | May 15, 1992 | FDEQX vs VDIGX | |
| Vanguard High Dividend Yield ETF | Dividend | 72 | 3.80% | Feb 7, 2019 | FDEQX vs VYM | |
| Fidelity Flex 500 Index Fund | Large Cap Blend Equities | 42 | -7.27% | Mar 9, 2017 | FDEQX vs FDFIX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | FDEQX vs SPY | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | FDEQX vs SCHD | |
| Fidelity Growth Discovery Fund | Large Cap Growth Equities | 29 | -9.28% | Mar 31, 1998 | FDEQX vs FDSVX |
Compare FDEQX with Any Fund or Stock
Compare FDEQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.