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 a closer substitute for your current allocation.
Cheapest Alternatives to FEQTX
FEQTX charges 0.53% annually. There are 55 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | FEQTX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | FEQTX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FEQTX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FEQTX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | FEQTX vs VVIAX |
Best Risk-Adjusted Alternatives to FEQTX
FEQTX has a PortfoliosLab risk / return rank of 37. There are 263 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | FEQTX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | FEQTX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | FEQTX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | FEQTX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | FEQTX vs PKAIX |
Top Performing FEQTX Alternatives (YTD)
FEQTX is at 12.28% YTD. There are 143 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | FEQTX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | FEQTX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | FEQTX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | FEQTX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | FEQTX vs NFJEX |
Lowest Volatility Alternatives to FEQTX
FEQTX has 11.79% 1-year volatility. There are 203 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | FEQTX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | FEQTX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | FEQTX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | FEQTX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | FEQTX vs TWEIX |
Lowest Drawdown Alternatives to FEQTX
FEQTX has a 1-year max drawdown of -7.39%. There are 173 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | FEQTX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FEQTX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FEQTX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | FEQTX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FEQTX vs SVAIX |
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 | 69 | 11.32% | — | Feb 1988 | FEQTX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 89 | 62.20% | — | Jul 1985 | FEQTX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 69 | 11.80% | — | — | FEQTX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 68 | 11.80% | — | — | FEQTX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 17 | 4.74% | — | — | FEQTX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 56 | 16.03% | — | Dec 1987 | FEQTX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.69% | 176.32B | May 1967 | FEQTX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 65 | 11.11% | — | — | FEQTX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 45 | 10.82% | — | Nov 1997 | FEQTX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 60 | 13.34% | — | Jun 2016 | FEQTX vs FTIHX |
Often Compared With FEQTX
Investors most often compare FEQTX with FDGFX, SCHD, FDVV. These 20 comparison targets span 9 categories, 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.
Pair FEQTX with funds that move differently
Fidelity Equity Dividend Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FEQTX.
Explore FEQTX Diversifiers