Fidelity Mortgage Securities Fund (FMSFX) Alternatives
Fidelity Mortgage Securities Fund (FMSFX) belongs to the Total Bond Market category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FMSFX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FMSFX
FMSFX charges 0.45% annually. Among mutual funds in the Total Bond Market category, these options have the lowest expense ratios among FMSFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Bond Market II Index Fund | 0.02% | — | FMSFX vs VTBNX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | FMSFX vs FXNAX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | Oct 18, 2017 | FMSFX vs FNSOX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | Feb 5, 2010 | FMSFX vs VBMPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.04% | Sep 18, 1995 | FMSFX vs VBTIX |
Best Risk-Adjusted Alternatives to FMSFX
Among mutual funds in the Total Bond Market category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 100 | Feb 24, 2015 | FMSFX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 100 | Oct 10, 2008 | FMSFX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 100 | Feb 24, 2015 | FMSFX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 100 | Mar 3, 2011 | FMSFX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 100 | May 31, 2018 | FMSFX vs FJTDX |
Top Performing FMSFX Alternatives (YTD)
FMSFX alternatives from the Total Bond Market category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.61% | Feb 24, 2015 | FMSFX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.59% | Feb 24, 2015 | FMSFX vs VUBFX | |
| Fidelity Flex Conservative Income Bond Fund | 0.55% | May 31, 2018 | FMSFX vs FJTDX | |
| Fidelity Conservative Income Bond Institutional Cl... | 0.52% | Mar 3, 2011 | FMSFX vs FCNVX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.41% | Oct 10, 2008 | FMSFX vs JSOSX |
Lowest Volatility Alternatives to FMSFX
FMSFX alternatives from the Total Bond Market category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.67% | Feb 24, 2015 | FMSFX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.68% | Oct 10, 2008 | FMSFX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.84% | Feb 24, 2015 | FMSFX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 1.28% | Mar 3, 2011 | FMSFX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 1.35% | May 31, 2018 | FMSFX vs FJTDX |
Lowest Drawdown Alternatives to FMSFX
FMSFX alternatives from the Total Bond Market category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.20% | Mar 3, 2011 | FMSFX vs FCNVX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | Oct 10, 2008 | FMSFX vs JSOSX | |
| Fidelity Flex Conservative Income Bond Fund | -0.30% | May 31, 2018 | FMSFX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | Feb 24, 2015 | FMSFX vs VUBFX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.35% | Feb 24, 2015 | FMSFX vs VUSFX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FMSFX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FMSFX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FMSFX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FMSFX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FMSFX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FMSFX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FMSFX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FMSFX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FMSFX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FMSFX vs FTIHX |
Often Compared With FMSFX
What investors most often compare with FMSFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF | Total Bond Market | 59 | 0.05% | Apr 3, 2007 | FMSFX vs BND | |
| Vanguard Mortgage-Backed Securities ETF | Mortgage Backed Securities | 68 | 0.41% | Nov 19, 2009 | FMSFX vs VMBS | |
| PIMCO 25+ Year Zero Coupon US Treasury Index Fund | Government Bonds | 7 | -0.37% | Oct 30, 2009 | FMSFX vs ZROZ | |
| Fidelity Total Bond ETF | Intermediate Core-Plus Bond, Actively Managed | 63 | 0.14% | Oct 6, 2014 | FMSFX vs FBND |
Compare FMSFX with Any Fund or Stock
Compare FMSFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.