Fidelity Total Bond Fund (FEPIX) 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 FEPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FEPIX
FEPIX charges 0.50% annually. There are 66 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% | — | — | FEPIX vs VTBNX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | — | FEPIX vs FXNAX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | — | Oct 2017 | FEPIX vs FNSOX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 389.80B | Feb 2010 | FEPIX vs VBMPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.04% | 389.80B | Sep 1995 | FEPIX vs VBTIX |
Best Risk-Adjusted Alternatives to FEPIX
FEPIX has a PortfoliosLab risk / return rank of 23. There are 69 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 | FEPIX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 100 | 15.70B | Feb 2015 | FEPIX vs VUBFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 99 | — | Oct 2008 | FEPIX vs JSOSX | |
| Fidelity Conservative Income Bond Institutional Cl... | 99 | — | Mar 2011 | FEPIX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 99 | — | May 2018 | FEPIX vs FJTDX |
Top Performing FEPIX Alternatives (YTD)
FEPIX is at 0.44% YTD. There are 64 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 3.23%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Strategic Income Fund Class Z | 3.23% | — | Oct 2018 | FEPIX vs FIWDX | |
| Fidelity Strategic Income Fund | 3.12% | — | Oct 1994 | FEPIX vs FADMX | |
| Fidelity Advisor Strategic Income Fund Class M | 3.11% | — | Oct 1994 | FEPIX vs FSIAX | |
| Fidelity Advisor Strategic Income Fund Class I | 3.10% | — | Jul 1995 | FEPIX vs FSRIX | |
| Fidelity Advisor Strategic Income Fund Class A | 3.02% | — | Sep 1996 | FEPIX vs FSTAX |
Lowest Volatility Alternatives to FEPIX
FEPIX has 3.93% 1-year volatility. There are 57 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.59% | — | Feb 2015 | FEPIX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.68% | — | Oct 2008 | FEPIX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.78% | 15.70B | Feb 2015 | FEPIX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 1.19% | — | Mar 2011 | FEPIX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 1.28% | — | May 2018 | FEPIX vs FJTDX |
Lowest Drawdown Alternatives to FEPIX
FEPIX has a 1-year max drawdown of -2.91%. There are 63 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 Conservative Income Bond Institutional Cl... | -0.10% | — | Mar 2011 | FEPIX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | -0.10% | — | May 2018 | FEPIX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.25% | — | Feb 2015 | FEPIX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | — | Oct 2008 | FEPIX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | 15.70B | Feb 2015 | FEPIX vs VUBFX |
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 | 75 | 11.56% | — | Feb 1988 | FEPIX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 74.49% | — | Jul 1985 | FEPIX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 72 | 11.76% | — | — | FEPIX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 33 | 9.01% | — | — | FEPIX vs FSPGX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 71 | 11.81% | — | — | FEPIX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 75 | 17.66% | — | Dec 1987 | FEPIX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 39 | 8.01% | 176.32B | May 1967 | FEPIX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 71 | 11.27% | — | — | FEPIX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 27 | 9.06% | — | Nov 1997 | FEPIX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 59 | 14.72% | — | Jun 2016 | FEPIX vs FTIHX |
Often Compared With FEPIX
Investors most often compare FEPIX with DIPSX, STYAX, JEPQ. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare FEPIX with Any Fund or Stock
Compare FEPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FEPIX with funds that move differently
Fidelity Total Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FEPIX.
Explore FEPIX Diversifiers