Fidelity Equity-Income Fund (FEQIX) Alternatives
Fidelity Equity-Income Fund (FEQIX) 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 FEQIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FEQIX
FEQIX charges 0.57% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among FEQIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | FEQIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | FEQIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | FEQIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | FEQIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | FEQIX vs TILVX |
Best Risk-Adjusted Alternatives to FEQIX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | FEQIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | FEQIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | FEQIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | FEQIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | FEQIX vs VALAX |
Top Performing FEQIX Alternatives (YTD)
FEQIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | FEQIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | FEQIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | FEQIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | FEQIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | FEQIX vs HFCVX |
Lowest Volatility Alternatives to FEQIX
FEQIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | FEQIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | FEQIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | FEQIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | FEQIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | FEQIX vs ACIIX |
Lowest Drawdown Alternatives to FEQIX
FEQIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | FEQIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | FEQIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | FEQIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | FEQIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | FEQIX vs PSECX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FEQIX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FEQIX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FEQIX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FEQIX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FEQIX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FEQIX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FEQIX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FEQIX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FEQIX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FEQIX vs FTIHX |
Often Compared With FEQIX
What investors most often compare with FEQIX, based on PortfoliosLab usage data.
Compare FEQIX with Any Fund or Stock
Compare FEQIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.