Fidelity SAI Sustainable U.S. Equity Fund (FIDEX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FIDEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIDEX
FIDEX charges 0.56% annually. There are 150 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | FIDEX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | FIDEX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | FIDEX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | FIDEX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | FIDEX vs VSMPX |
Best Risk-Adjusted Alternatives to FIDEX
FIDEX has a PortfoliosLab risk / return rank of 53. There are 191 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | FIDEX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 18.10B | Dec 2004 | FIDEX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 93 | — | Feb 2004 | FIDEX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | FIDEX vs FTZIX | |
| Rock Oak Core Growth Fund | 91 | — | Dec 2004 | FIDEX vs RCKSX |
Top Performing FIDEX Alternatives (YTD)
FIDEX is at 12.43% YTD. There are 64 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.41% | 18.10B | Dec 2004 | FIDEX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 23.90% | — | Dec 2018 | FIDEX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.34% | — | Nov 2004 | FIDEX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.17% | — | Dec 2015 | FIDEX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.69% | — | Jan 1995 | FIDEX vs IGIAX |
Lowest Volatility Alternatives to FIDEX
FIDEX has 14.99% 1-year volatility. There are 345 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.21% | — | Mar 2021 | FIDEX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | FIDEX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.22% | — | Jul 2012 | FIDEX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.83% | — | Aug 2018 | FIDEX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.32% | — | Feb 2012 | FIDEX vs SILVX |
Lowest Drawdown Alternatives to FIDEX
FIDEX has a 1-year max drawdown of -10.13%. There are 276 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | FIDEX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | FIDEX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | FIDEX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | FIDEX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | FIDEX vs AMFEX |
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 | FIDEX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 49.63% | — | Jul 1985 | FIDEX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 59 | 10.58% | — | — | FIDEX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 10 | 0.30% | — | — | FIDEX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 35 | 11.25% | — | Dec 1987 | FIDEX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 23 | 6.89% | 176.32B | May 1967 | FIDEX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 54 | 9.84% | — | — | FIDEX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | 11.79% | — | Nov 1997 | FIDEX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 70 | 12.93% | — | Jun 2016 | FIDEX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 74 | 14.05% | — | Aug 2018 | FIDEX vs FZILX |
Often Compared With FIDEX
Investors most often compare FIDEX with NBST, NWAUX, QKACX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare FIDEX with Any Fund or Stock
Compare FIDEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIDEX with funds that move differently
Fidelity SAI Sustainable U.S. Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIDEX.
Explore FIDEX Diversifiers