Federated Hermes Max Cap Index Fund (FISPX) 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 FISPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FISPX
FISPX charges 0.37% annually. There are 101 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% | — | — | FISPX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | FISPX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | FISPX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | FISPX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | FISPX vs SSSYX |
Best Risk-Adjusted Alternatives to FISPX
FISPX has a PortfoliosLab risk / return rank of 76. There are 47 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | FISPX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | FISPX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | FISPX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | FISPX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | FISPX vs IGIAX |
Top Performing FISPX Alternatives (YTD)
FISPX is at 9.68% YTD. There are 158 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | FISPX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | FISPX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | FISPX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | FISPX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | FISPX vs FLVCX |
Lowest Volatility Alternatives to FISPX
FISPX has 12.42% 1-year volatility. There are 116 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | FISPX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | FISPX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | FISPX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | FISPX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | FISPX vs FSUVX |
Lowest Drawdown Alternatives to FISPX
FISPX has a 1-year max drawdown of -8.77%. There are 105 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | FISPX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | FISPX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | FISPX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | FISPX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | FISPX vs QUERX |
Other Mutual Funds from Federated
The 10 most viewed Federated mutual funds shown here include SVAIX, QILGX, QAMNX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund | Large Cap Value Equities | 80 | 9.26% | — | Mar 2005 | FISPX vs SVAIX | |
| Federated Hermes MDT Large Cap Growth Fund | Large Cap Growth Equities | 21 | 4.35% | — | Sep 2005 | FISPX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 7 | -1.17% | — | Sep 2008 | FISPX vs QAMNX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 17 | 10.68% | — | Feb 1986 | FISPX vs KAUFX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 46 | 5.68% | — | Oct 2002 | FISPX vs QIACX | |
| Federated Hermes MDT Mid Cap Growth Fund | Mid Cap Growth Equities | 4 | 0.10% | — | Aug 1984 | FISPX vs FGSAX | |
| Federated Hermes High-Yield Strategy Portfolio | High Yield Bonds | 67 | 1.19% | — | Dec 2008 | FISPX vs FHYSX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -7.65% | — | Dec 1995 | FISPX vs BEARX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 61 | 1.04% | — | Nov 2002 | FISPX vs FIHBX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 52 | 1.34% | — | Aug 1984 | FISPX vs FHYTX |
Often Compared With FISPX
Investors most often compare FISPX with PBQAX, DFEQX, FUQIX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare FISPX with Any Fund or Stock
Compare FISPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FISPX with funds that move differently
Federated Hermes Max Cap Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FISPX.
Explore FISPX Diversifiers