Fidelity Equity-Income Fund Class K (FEIKX) 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 FEIKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FEIKX
FEIKX charges 0.49% annually. There are 44 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 | FEIKX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FEIKX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FEIKX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | FEIKX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | FEIKX vs TILVX |
Best Risk-Adjusted Alternatives to FEIKX
FEIKX has a PortfoliosLab risk / return rank of 80. There are 91 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 | FEIKX vs FGIPX | |
| Delaware Growth and Income Fund | 94 | — | Oct 1993 | FEIKX vs FGINX | |
| Integrity Dividend Harvest Fund | 94 | — | May 2012 | FEIKX vs IDIVX | |
| BlackRock Advantage Large Cap Value Fund | 94 | — | Dec 1999 | FEIKX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | FEIKX vs AVLVX |
Top Performing FEIKX Alternatives (YTD)
FEIKX is at 10.48% YTD. There are 161 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Advisory Research Small Cap Value Fun... | 24.89% | — | Nov 2009 | FEIKX vs ADVGX | |
| Al Frank Fund | 23.61% | — | May 2006 | FEIKX vs VALAX | |
| PIMCO RAE US Fund | 23.31% | — | Jun 2015 | FEIKX vs PKAIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 22.50% | — | Jun 2022 | FEIKX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 21.17% | — | Jun 2015 | FEIKX vs CFJIX |
Lowest Volatility Alternatives to FEIKX
FEIKX has 9.62% 1-year volatility. There are 26 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | FEIKX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | FEIKX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.30% | — | Dec 1973 | FEIKX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.59% | — | Feb 1996 | FEIKX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.41% | — | Dec 2007 | FEIKX vs TMMAX |
Lowest Drawdown Alternatives to FEIKX
FEIKX has a 1-year max drawdown of -6.47%. There are 71 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 | FEIKX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FEIKX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FEIKX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | FEIKX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FEIKX 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 | 59 | 9.96% | — | Feb 1988 | FEIKX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 93 | 71.48% | — | Jul 1985 | FEIKX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 61 | 10.79% | — | — | FEIKX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 60 | 10.82% | — | — | FEIKX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 20 | 4.22% | — | — | FEIKX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 63 | 16.13% | — | Dec 1987 | FEIKX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.07% | 176.32B | May 1967 | FEIKX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 55 | 9.80% | — | — | FEIKX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 31 | 8.82% | — | Nov 1997 | FEIKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 49 | 12.47% | — | Jun 2016 | FEIKX vs FTIHX |
Often Compared With FEIKX
Investors most often compare FEIKX with SCHD, SPY, FEQIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FEIKX with Any Fund or Stock
Compare FEIKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FEIKX with funds that move differently
Fidelity Equity-Income Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FEIKX.
Explore FEIKX Diversifiers