Fidelity Hedged Equity Fund (FEQHX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FEQHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FEQHX
FEQHX charges 0.55% annually. There are 149 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | FEQHX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | FEQHX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | FEQHX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | FEQHX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | FEQHX vs VIIIX |
Best Risk-Adjusted Alternatives to FEQHX
FEQHX has a PortfoliosLab risk / return rank of 54. There are 207 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | FEQHX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | FEQHX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | FEQHX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | FEQHX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | FEQHX vs GTLOX |
Top Performing FEQHX Alternatives (YTD)
FEQHX is at 9.13% YTD. There are 275 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | FEQHX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | FEQHX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | FEQHX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | FEQHX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | FEQHX vs RESGX |
Lowest Volatility Alternatives to FEQHX
FEQHX has 9.76% 1-year volatility. There are 14 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | FEQHX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | FEQHX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | FEQHX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | FEQHX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | FEQHX vs JEPIX |
Lowest Drawdown Alternatives to FEQHX
FEQHX has a 1-year max drawdown of -7.40%. There are 20 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | FEQHX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | FEQHX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | FEQHX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | FEQHX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | FEQHX vs QUERX |
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 | FEQHX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 92 | 69.83% | — | Jul 1985 | FEQHX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 11.89% | — | — | FEQHX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 19 | 5.06% | — | — | FEQHX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 61 | 16.81% | — | Dec 1987 | FEQHX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.81% | 176.32B | May 1967 | FEQHX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 61 | 11.15% | — | — | FEQHX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.41% | — | Nov 1997 | FEQHX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 55 | 13.57% | — | Jun 2016 | FEQHX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 61 | 14.53% | — | Aug 2018 | FEQHX vs FZILX |
Often Compared With FEQHX
Investors most often compare FEQHX with BDMAX, JDIEX, INGIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FEQHX with Any Fund or Stock
Compare FEQHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FEQHX with funds that move differently
Fidelity Hedged Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FEQHX.
Explore FEQHX Diversifiers