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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 45 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.


Best Risk-Adjusted Alternatives to FETKX

FETKX has a PortfoliosLab risk / return rank of 20. There are 291 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.


Top Performing FETKX Alternatives (YTD)

FETKX is at 8.25% YTD. There are 190 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 31.39%.


Lowest Volatility Alternatives to FETKX

FETKX has 11.84% 1-year volatility. There are 229 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.91%.


Lowest Drawdown Alternatives to FETKX

FETKX has a 1-year max drawdown of -7.41%. There are 177 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.


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.


Often Compared With FETKX

Investors most often compare FETKX with FEQTX, FTEC, SPY. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Fidelity Equity Dividend Income FundLarge Cap Value Equities
19
8.20%
Aug 1990FETKX vs FEQTX
Fidelity MSCI Information Technology Index ETFTechnology Equities
82
33.89%
17.89BOct 2013FETKX vs FTEC
State Street SPDR S&P 500 ETFS&P 500
75
11.69%
781.00BJan 1993FETKX vs SPY
Auxier Focus FundLarge Cap Value Equities
52
6.60%
Jul 1999FETKX vs AUXFX
American Century Equity Income Fund Class ILarge Cap Value Equities
38
5.70%
Jul 1998FETKX vs ACIIX
Ripple
31
-33.53%
FETKX vs XRP-USD
Voya Corporate Leaders Trust FundLarge Cap Value Equities
52
17.73%
Nov 1935FETKX vs LEXCX
Towpath Focus FundLarge Cap Value Equities
83
6.83%
Dec 2019FETKX vs TOWFX
Neiman Large Cap Value FundLarge Cap Value Equities
93
15.83%
Apr 2003FETKX vs NEIMX
Vanguard International High Dividend Yield Index F...Large Cap Value Equities, Dividend, Foreign Large Cap Equities
73
11.85%
20.00BMar 2016FETKX vs VIHAX
GQG Partners US Quality Dividend Income FundLarge Cap Value Equities
24
9.60%
Jun 2021FETKX vs GQHPX
Rational Equity Armor FundLarge Cap Value Equities
56
10.89%
Feb 2001FETKX vs HDCTX
Ave Maria Value Focused FundLarge Cap Value Equities
13
16.43%
Jan 1984FETKX vs AVERX
1789 Growth and Income FundLarge Cap Value Equities
11
2.70%
Jan 2011FETKX vs PSECX
American Century Equity Income FundLarge Cap Value Equities
37
5.54%
6.45BAug 1994FETKX vs TWEIX
Thompson LargeCap FundLarge Cap Value Equities
92
11.68%
Feb 1992FETKX vs THPGX
Fairholme FundLarge Cap Value Equities
28
5.06%
Dec 1999FETKX vs FAIRX
Upright Growth & Income FundLarge Cap Value EquitiesOct 2017FETKX vs UPDDX
Nuveen Large Cap Value FundLarge Cap Value Equities
90
15.38%
Dec 2006FETKX vs NQCRX
SEI Institutional Managed Trust Tax-Managed Manage...Large Cap Value Equities
22
4.94%
Dec 2007FETKX vs TMMAX

Compare FETKX with Any Fund or Stock

Compare FETKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

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