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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | FEIKX vs VIVIX | |
| 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 Admiral Shares | 0.05% | 254.20B | Nov 2000 | FEIKX vs VVIAX |
Best Risk-Adjusted Alternatives to FEIKX
FEIKX has a PortfoliosLab risk / return rank of 88. There are 115 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | FEIKX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | FEIKX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | FEIKX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | FEIKX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | FEIKX vs MALVX |
Top Performing FEIKX Alternatives (YTD)
FEIKX is at 12.66% YTD. There are 192 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | FEIKX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | FEIKX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | FEIKX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | FEIKX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | FEIKX vs YAFFX |
Lowest Volatility Alternatives to FEIKX
FEIKX has 9.68% 1-year volatility. There are 21 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | FEIKX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | FEIKX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | FEIKX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | FEIKX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | FEIKX vs ACIIX |
Lowest Drawdown Alternatives to FEIKX
FEIKX has a 1-year max drawdown of -6.47%. There are 67 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 Equity Income 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 | 64 | 9.35% | — | Feb 1988 | FEIKX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FEIKX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FEIKX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FEIKX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FEIKX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FEIKX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FEIKX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FEIKX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FEIKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FEIKX vs FTIHX |
Often Compared With FEIKX
Investors most often compare FEIKX with SCHD, SPY, FEQIX. These 20 comparison targets span 7 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