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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | FIOOX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FIOOX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FIOOX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | FIOOX vs TILVX |
Best Risk-Adjusted Alternatives to FIOOX
FIOOX has a PortfoliosLab risk / return rank of 89. There are 42 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 | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | FIOOX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | FIOOX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | FIOOX vs AVLVX |
Top Performing FIOOX Alternatives (YTD)
FIOOX is at 18.33% YTD. There are 35 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | FIOOX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | FIOOX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | FIOOX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | FIOOX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | FIOOX vs YAFFX |
Lowest Volatility Alternatives to FIOOX
FIOOX has 11.38% 1-year volatility. There are 167 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 | FIOOX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | FIOOX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | FIOOX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | FIOOX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | FIOOX vs TMMAX |
Lowest Drawdown Alternatives to FIOOX
FIOOX has a 1-year max drawdown of -6.80%. There are 96 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 | FIOOX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FIOOX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FIOOX vs BUFBX | |
| 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 | 63 | 11.06% | — | Feb 1988 | FIOOX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 92 | 69.83% | — | Jul 1985 | FIOOX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 11.89% | — | — | FIOOX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 11.88% | — | — | FIOOX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 19 | 5.06% | — | — | FIOOX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 61 | 16.81% | — | Dec 1987 | FIOOX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.81% | 176.32B | May 1967 | FIOOX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 61 | 11.15% | — | — | FIOOX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.41% | — | Nov 1997 | FIOOX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 55 | 13.57% | — | 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