Fidelity Equity Dividend Income Fund (FEQTX) Alternatives
Fidelity Equity Dividend Income Fund (FEQTX) 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 FEQTX. 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 FEQTX
FEQTX charges 0.58% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among FEQTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | FEQTX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | FEQTX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | FEQTX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | FEQTX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | FEQTX vs TILVX |
Best Risk-Adjusted Alternatives to FEQTX
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... | 94 | Mar 2, 2016 | FEQTX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | FEQTX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | FEQTX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | FEQTX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | FEQTX vs NEIMX |
Top Performing FEQTX Alternatives (YTD)
FEQTX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 19.97% | Jan 1, 1984 | FEQTX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | FEQTX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | FEQTX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | FEQTX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | FEQTX vs SVAIX |
Lowest Volatility Alternatives to FEQTX
FEQTX 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 | 4.71% | Feb 1, 2021 | FEQTX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.54% | Dec 1, 1973 | FEQTX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | FEQTX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | FEQTX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | FEQTX vs ACIIX |
Lowest Drawdown Alternatives to FEQTX
FEQTX 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 | FEQTX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | FEQTX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | FEQTX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | FEQTX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | FEQTX vs RIDAX |
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 | 60 | -4.34% | Feb 17, 1988 | FEQTX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 60 | -3.98% | — | FEQTX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 41 | -9.77% | — | FEQTX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 96 | 7.19% | Jul 29, 1985 | FEQTX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 59 | -3.98% | — | FEQTX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 71 | -7.12% | Dec 31, 1987 | FEQTX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | -4.59% | — | FEQTX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 62 | -5.35% | May 17, 1967 | FEQTX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 76 | 0.95% | Nov 5, 1997 | FEQTX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 86 | 1.79% | Jun 7, 2016 | FEQTX vs FTIHX |
Often Compared With FEQTX
What investors most often compare with FEQTX, based on PortfoliosLab usage data.
Compare FEQTX with Any Fund or Stock
Compare FEQTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.