Fidelity Equity Dividend Income Fund Class K (FETKX) 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 FETKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FETKX
FETKX charges 0.49% annually. There are 44 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 | FETKX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | FETKX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FETKX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FETKX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | FETKX vs TILVX |
Best Risk-Adjusted Alternatives to FETKX
FETKX has a PortfoliosLab risk / return rank of 55. There are 262 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | FETKX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | FETKX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | FETKX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | FETKX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | FETKX vs LSVVX |
Top Performing FETKX Alternatives (YTD)
FETKX is at 14.25% YTD. There are 147 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | FETKX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | FETKX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | FETKX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | FETKX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | FETKX vs AVLVX |
Lowest Volatility Alternatives to FETKX
FETKX has 11.87% 1-year volatility. There are 205 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | FETKX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | FETKX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | FETKX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | FETKX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | FETKX vs ACIIX |
Lowest Drawdown Alternatives to FETKX
FETKX has a 1-year max drawdown of -7.41%. There are 171 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 | FETKX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FETKX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FETKX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | FETKX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FETKX 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 | 59 | 10.13% | — | Feb 1988 | FETKX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 49.63% | — | Jul 1985 | FETKX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 59 | 10.58% | — | — | FETKX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 58 | 10.51% | — | — | FETKX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 10 | 0.30% | — | — | FETKX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 35 | 11.25% | — | Dec 1987 | FETKX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 23 | 6.89% | 176.32B | May 1967 | FETKX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 54 | 9.84% | — | — | FETKX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | 11.79% | — | Nov 1997 | FETKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 70 | 12.93% | — | Jun 2016 | FETKX vs FTIHX |
Often Compared With FETKX
Investors most often compare FETKX with FEQTX, FTEC, AUXFX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare FETKX with Any Fund or Stock
Compare FETKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FETKX with funds that move differently
Fidelity Equity Dividend Income Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FETKX.
Explore FETKX Diversifiers