Fidelity SAI U.S. Value Index Fund (FSWCX) 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 FSWCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FSWCX
FSWCX charges 0.10% annually. There are 10 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | FSWCX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | FSWCX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FSWCX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FSWCX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | FSWCX vs VVIAX |
Best Risk-Adjusted Alternatives to FSWCX
FSWCX has a PortfoliosLab risk / return rank of 92. There are 20 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 | FSWCX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | FSWCX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | FSWCX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | FSWCX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | FSWCX vs AVLVX |
Top Performing FSWCX Alternatives (YTD)
FSWCX is at 15.99% YTD. There are 69 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 | FSWCX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | FSWCX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | FSWCX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | FSWCX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | FSWCX vs YAFFX |
Lowest Volatility Alternatives to FSWCX
FSWCX has 11.42% 1-year volatility. There are 174 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 | FSWCX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | FSWCX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | FSWCX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | FSWCX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | FSWCX vs TMMAX |
Lowest Drawdown Alternatives to FSWCX
FSWCX has a 1-year max drawdown of -5.77%. There are 25 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 | FSWCX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FSWCX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FSWCX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | FSWCX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FSWCX 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 | FSWCX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 92 | 69.83% | — | Jul 1985 | FSWCX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 11.89% | — | — | FSWCX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 11.88% | — | — | FSWCX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 19 | 5.06% | — | — | FSWCX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 61 | 16.81% | — | Dec 1987 | FSWCX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.81% | 176.32B | May 1967 | FSWCX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 61 | 11.15% | — | — | FSWCX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.41% | — | Nov 1997 | FSWCX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 55 | 13.57% | — | Jun 2016 | FSWCX vs FTIHX |
Often Compared With FSWCX
Investors most often compare FSWCX with XLK, VUAG.L, SPY. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FSWCX with Any Fund or Stock
Compare FSWCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSWCX with funds that move differently
Fidelity SAI U.S. Value Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSWCX.
Explore FSWCX Diversifiers