Fidelity Advisor 529 Inflation-Protected Bond Portfolio Class A (FIPEX) belongs to the Inflation-Protected Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FIPEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIPEX
Among 54 mutual funds in the Inflation-Protected Bonds category with expense-ratio data, the lowest-cost alternatives shown here go as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust Real Return Fu... | 0.02% | — | Dec 2006 | FIPEX vs RRPAX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.04% | — | Oct 2012 | FIPEX vs VTSPX | |
| Fidelity Inflation-Protected Bond Index Fund | 0.05% | — | May 2012 | FIPEX vs FIPDX | |
| Schwab Treasury Inflation Protected Securities Ind... | 0.05% | — | Mar 2006 | FIPEX vs SWRSX | |
| Fidelity SAI 0-5 Year Inflation-Protected Bond Ind... | 0.05% | — | Nov 2025 | FIPEX vs FFNYX |
Best Risk-Adjusted Alternatives to FIPEX
FIPEX has a PortfoliosLab risk / return rank of 35. There are 24 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | 94 | — | Oct 2012 | FIPEX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 94 | 68.50B | Oct 2012 | FIPEX vs VTAPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 93 | — | Oct 2012 | FIPEX vs VTIPX | |
| Allspring Real Return Fund | 92 | — | Feb 2003 | FIPEX vs IPBAX | |
| Fidelity Series 0-5 Year Inflation-Protected Bond ... | 92 | — | Jan 2022 | FIPEX vs FSTZX |
Top Performing FIPEX Alternatives (YTD)
FIPEX is at 1.47% YTD. There are 46 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 15.06%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Real Return Fund | 15.06% | — | Feb 2003 | FIPEX vs IPBAX | |
| SEI Multi-Asset Real Return Fund Class A | 7.96% | — | Jul 2011 | FIPEX vs SEIAX | |
| DFA Global Core Plus Real Return Portfolio | 2.96% | — | May 2021 | FIPEX vs DFAAX | |
| VY BlackRock Inflation Protected Bond Portfolio | 2.54% | — | Apr 2007 | FIPEX vs IBRIX | |
| VALIC Company I Inflation Protected Fund | 2.23% | — | Dec 2004 | FIPEX vs VCTPX |
Lowest Volatility Alternatives to FIPEX
FIPEX has 3.56% 1-year volatility. There are 39 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Short Duration Inflation-Protected Inc... | 1.51% | — | Mar 2010 | FIPEX vs EARRX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.52% | — | Oct 2012 | FIPEX vs VTIPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.53% | — | Oct 2012 | FIPEX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.53% | 68.50B | Oct 2012 | FIPEX vs VTAPX | |
| Eaton Vance Short Duration Inflation-Protected Inc... | 1.55% | — | Mar 2010 | FIPEX vs EIRRX |
Lowest Drawdown Alternatives to FIPEX
FIPEX has a 1-year max drawdown of -1.74%. There are 17 mutual funds in the Inflation-Protected Bonds category with shallower 1-year drawdowns, going as shallow as -0.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series 0-5 Year Inflation-Protected Bond ... | -0.70% | — | Jan 2022 | FIPEX vs FSTZX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.72% | — | Oct 2012 | FIPEX vs VTIPX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.72% | — | Oct 2012 | FIPEX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.72% | 68.50B | Oct 2012 | FIPEX vs VTAPX | |
| American Century Short Duration Inflation Protecti... | -0.76% | 1.19B | May 2005 | FIPEX vs APOIX |
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 | 75 | 11.56% | — | Feb 1988 | FIPEX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 74.49% | — | Jul 1985 | FIPEX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 72 | 11.76% | — | — | FIPEX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 33 | 9.01% | — | — | FIPEX vs FSPGX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 71 | 11.81% | — | — | FIPEX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 75 | 17.66% | — | Dec 1987 | FIPEX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 39 | 8.01% | 176.32B | May 1967 | FIPEX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 71 | 11.27% | — | — | FIPEX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 27 | 9.06% | — | Nov 1997 | FIPEX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 59 | 14.72% | — | Jun 2016 | FIPEX vs FTIHX |
Often Compared With FIPEX
Investors most often compare FIPEX with FELC, FSPWX, BIIPX. These 6 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Enhanced Large Cap Core ETF | Large Cap Growth Equities | 75 | 11.89% | 7.04B | Apr 2007 | FIPEX vs FELC | |
| Fidelity SAI Inflation-Protected Bond Index Fund | Inflation-Protected Bonds | 34 | 1.83% | — | Aug 2024 | FIPEX vs FSPWX | |
| iShares Short-Term TIPS Bond Index Fund | Inflation-Protected Bonds | 75 | 1.98% | — | Feb 2016 | FIPEX vs BIIPX | |
| T. Rowe Price Limited Duration Inflation Focused B... | Inflation-Protected Bonds | 19 | 1.86% | — | Sep 2006 | FIPEX vs TRBFX | |
| Lord Abbett Inflation Focused Fund | Inflation-Protected Bonds | 83 | 2.03% | — | Apr 2011 | FIPEX vs LIFIX | |
| Lord Abbett Inflation Focused Fund Class A | Inflation-Protected Bonds | 82 | 1.95% | — | Jun 2015 | FIPEX vs LIFAX |
Compare FIPEX with Any Fund or Stock
Compare FIPEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIPEX with funds that move differently
Fidelity Advisor 529 Inflation-Protected Bond Portfolio Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIPEX.
Explore FIPEX Diversifiers