Fidelity Moderate with Income Allocation Fund (FMWIX) Alternatives
Fidelity Moderate with Income Allocation Fund (FMWIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FMWIX. 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 FMWIX
FMWIX charges 0.10% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FMWIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FMWIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FMWIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FMWIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | FMWIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FMWIX vs BWBIX |
Best Risk-Adjusted Alternatives to FMWIX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | FMWIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FMWIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FMWIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FMWIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FMWIX vs PMAIX |
Top Performing FMWIX Alternatives (YTD)
FMWIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | FMWIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FMWIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FMWIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FMWIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FMWIX vs CONWX |
Lowest Volatility Alternatives to FMWIX
FMWIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | FMWIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FMWIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FMWIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FMWIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FMWIX vs SICIX |
Lowest Drawdown Alternatives to FMWIX
FMWIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | FMWIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FMWIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FMWIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FMWIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FMWIX vs SICIX |
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 | FMWIX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FMWIX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FMWIX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FMWIX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FMWIX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FMWIX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FMWIX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FMWIX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FMWIX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FMWIX vs FTIHX |
Often Compared With FMWIX
What investors most often compare with FMWIX, based on PortfoliosLab usage data.
Compare FMWIX with Any Fund or Stock
Compare FMWIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.