Fidelity Series Large Cap Value Index Fund (FIOOX) 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 FIOOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIOOX
FIOOX charges 0.00% annually. No mutual funds in the Large Cap Value Equities category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | FIOOX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | FIOOX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FIOOX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | FIOOX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | FIOOX vs VVIAX |
Best Risk-Adjusted Alternatives to FIOOX
FIOOX has a PortfoliosLab risk / return rank of 83. There are 48 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | FIOOX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | FIOOX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | FIOOX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | FIOOX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | FIOOX vs SABTX |
Top Performing FIOOX Alternatives (YTD)
FIOOX is at 14.32% YTD. There are 44 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | FIOOX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | FIOOX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | FIOOX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | FIOOX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | FIOOX vs PXTIX |
Lowest Volatility Alternatives to FIOOX
FIOOX has 10.82% 1-year volatility. There are 150 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | FIOOX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | FIOOX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | FIOOX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | FIOOX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | FIOOX vs FLCCX |
Lowest Drawdown Alternatives to FIOOX
FIOOX has a 1-year max drawdown of -6.80%. There are 100 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | FIOOX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | FIOOX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FIOOX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | FIOOX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FIOOX 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 | 73 | 11.71% | — | Feb 1988 | FIOOX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 85.56% | — | Jul 1985 | FIOOX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 72 | 12.01% | — | — | FIOOX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 32 | 8.60% | — | — | FIOOX vs FSPGX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 71 | 12.08% | — | — | FIOOX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 75 | 18.56% | — | Dec 1987 | FIOOX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 35 | 7.76% | 176.32B | May 1967 | FIOOX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 71 | 11.56% | — | — | FIOOX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 27 | 9.51% | — | Nov 1997 | FIOOX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 58 | 15.53% | — | Jun 2016 | FIOOX vs FTIHX |
Often Compared With FIOOX
Investors most often compare FIOOX with DFLVX, ILCV, SFLNX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare FIOOX with Any Fund or Stock
Compare FIOOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIOOX with funds that move differently
Fidelity Series Large Cap Value Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIOOX.
Explore FIOOX Diversifiers