Fidelity Education Income Fund (FEDUX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FEDUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FEDUX
FEDUX charges 0.00% annually. No mutual funds in the Intermediate Core Bond category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | FEDUX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | FEDUX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | FEDUX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | FEDUX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | FEDUX vs WFBIX |
Best Risk-Adjusted Alternatives to FEDUX
FEDUX has a PortfoliosLab risk / return rank of 39. There are 5 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 61.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hartford Schroders Tax-Aware Bond Fund | 61 | — | Oct 2011 | FEDUX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 59 | — | Mar 2006 | FEDUX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 55 | — | Aug 1995 | FEDUX vs PCGTX | |
| Manning & Napier Credit Series | 44 | — | Apr 2020 | FEDUX vs MCDWX | |
| DFA Diversified Fixed Income Portfolio | 39 | — | Aug 2016 | FEDUX vs DFXIX |
Top Performing FEDUX Alternatives (YTD)
FEDUX is at 0.37% YTD. There are 11 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.72% | — | Aug 1995 | FEDUX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.20% | — | Mar 2006 | FEDUX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.08% | — | Oct 2011 | FEDUX vs STWTX | |
| DFA Diversified Fixed Income Portfolio | 0.77% | — | Aug 2016 | FEDUX vs DFXIX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.76% | — | May 2023 | FEDUX vs FSMOX |
Lowest Volatility Alternatives to FEDUX
FEDUX has 2.47% 1-year volatility. No mutual funds in the Intermediate Core Bond category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 2.49%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | FEDUX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.50% | — | Sep 2000 | FEDUX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.63% | — | Aug 2016 | FEDUX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.73% | — | Aug 2000 | FEDUX vs JIBEX | |
| Fidelity Intermediate Bond Fund | 2.75% | — | May 1975 | FEDUX vs FTHRX |
Lowest Drawdown Alternatives to FEDUX
FEDUX has a 1-year max drawdown of -1.72%. There is 1 mutual fund in the Intermediate Core Bond category with a shallower 1-year drawdown, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | FEDUX vs DFXIX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | FEDUX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | FEDUX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | FEDUX vs FTHRX | |
| CCM Community Impact Bond Fund | -2.15% | — | Aug 1999 | FEDUX vs CRAIX |
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 | 63 | 11.06% | — | Feb 1988 | FEDUX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 92 | 69.83% | — | Jul 1985 | FEDUX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 11.89% | — | — | FEDUX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 11.88% | — | — | FEDUX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 19 | 5.06% | — | — | FEDUX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 61 | 16.81% | — | Dec 1987 | FEDUX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.81% | 176.32B | May 1967 | FEDUX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 61 | 11.15% | — | — | FEDUX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.41% | — | Nov 1997 | FEDUX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 55 | 13.57% | — | Jun 2016 | FEDUX vs FTIHX |
Often Compared With FEDUX
Investors most often compare FEDUX with TLT, TRLVX, MBDFX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare FEDUX with Any Fund or Stock
Compare FEDUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FEDUX with funds that move differently
Fidelity Education Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FEDUX.
Explore FEDUX Diversifiers