Fidelity Advisor Total Bond Fund Class A (FEPAX) belongs to the Total Bond Market category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FEPAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FEPAX
FEPAX charges 0.75% annually. There are 68 mutual funds in the Total Bond Market category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market II Index Fund | 0.02% | — | — | FEPAX vs VTBNX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | FEPAX vs VBMPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 398.10B | Sep 1995 | FEPAX vs VBTIX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | Mar 1990 | FEPAX vs FXNAX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | — | Oct 2017 | FEPAX vs FNSOX |
Best Risk-Adjusted Alternatives to FEPAX
FEPAX has a PortfoliosLab risk / return rank of 14. There are 61 mutual funds in the Total Bond Market category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 100 | — | Feb 2015 | FEPAX vs VUSFX | |
| Fidelity Flex Conservative Income Bond Fund | 99 | — | May 2018 | FEPAX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 99 | 15.70B | Feb 2015 | FEPAX vs VUBFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 99 | — | Oct 2008 | FEPAX vs JSOSX | |
| Fidelity Series Short-Term Credit Fund | 86 | — | Mar 2015 | FEPAX vs FYBTX |
Top Performing FEPAX Alternatives (YTD)
FEPAX is at -0.91% YTD. There are 64 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 1.99%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 1.99% | — | Feb 2015 | FEPAX vs VUSFX | |
| Fidelity Flex Conservative Income Bond Fund | 1.93% | — | May 2018 | FEPAX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 1.93% | 15.70B | Feb 2015 | FEPAX vs VUBFX | |
| Fidelity Advisor Strategic Income Fund Class Z | 1.87% | — | Oct 2018 | FEPAX vs FIWDX | |
| Fidelity Advisor Strategic Income Fund Class I | 1.82% | — | Jul 1995 | FEPAX vs FSRIX |
Lowest Volatility Alternatives to FEPAX
FEPAX has 3.74% 1-year volatility. There are 34 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.60%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.60% | — | Feb 2015 | FEPAX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.73% | — | Oct 2008 | FEPAX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.83% | 15.70B | Feb 2015 | FEPAX vs VUBFX | |
| Fidelity Flex Conservative Income Bond Fund | 1.27% | — | May 2018 | FEPAX vs FJTDX | |
| Fidelity Advisor Short-Term Bond Fund Class C | 1.81% | — | Jul 2016 | FEPAX vs FANCX |
Lowest Drawdown Alternatives to FEPAX
FEPAX has a 1-year max drawdown of -2.94%. There are 57 mutual funds in the Total Bond Market category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Conservative Income Bond Fund | -0.10% | — | May 2018 | FEPAX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.25% | — | Feb 2015 | FEPAX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | — | Oct 2008 | FEPAX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | 15.70B | Feb 2015 | FEPAX vs VUBFX | |
| Fidelity Advisor Short-Term Bond Fund Class C | -1.18% | — | Jul 2016 | FEPAX vs FANCX |
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 | 10.13% | — | Feb 1988 | FEPAX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 49.63% | — | Jul 1985 | FEPAX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 59 | 10.58% | — | — | FEPAX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 58 | 10.51% | — | — | FEPAX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 10 | 0.30% | — | — | FEPAX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 35 | 11.25% | — | Dec 1987 | FEPAX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 23 | 6.89% | 176.32B | May 1967 | FEPAX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 54 | 9.84% | — | — | FEPAX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | 11.79% | — | Nov 1997 | FEPAX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 70 | 12.93% | — | Jun 2016 | FEPAX vs FTIHX |
Often Compared With FEPAX
Investors most often compare FEPAX with ABNDX, BND, SCHD. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare FEPAX with Any Fund or Stock
Compare FEPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FEPAX with funds that move differently
Fidelity Advisor Total Bond Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FEPAX.
Explore FEPAX Diversifiers