Fidelity SAI U.S. Value Index Fund (FSWCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FSWCX
FSWCX charges 0.10% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among FSWCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | FSWCX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | FSWCX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | FSWCX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | FSWCX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | FSWCX vs TILVX |
Best Risk-Adjusted Alternatives to FSWCX
Among mutual funds in the Large Cap Value Equities 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 International High Dividend Yield Index F... | 92 | Mar 2, 2016 | FSWCX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | FSWCX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | FSWCX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | FSWCX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | FSWCX vs VALAX |
Top Performing FSWCX Alternatives (YTD)
FSWCX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | FSWCX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | FSWCX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | FSWCX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | FSWCX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | FSWCX vs HFCVX |
Lowest Volatility Alternatives to FSWCX
FSWCX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | FSWCX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | FSWCX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | FSWCX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | FSWCX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | FSWCX vs ACIIX |
Lowest Drawdown Alternatives to FSWCX
FSWCX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | FSWCX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | FSWCX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | FSWCX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | FSWCX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | FSWCX vs PSECX |
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 | FSWCX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FSWCX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FSWCX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FSWCX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FSWCX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FSWCX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FSWCX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FSWCX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FSWCX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FSWCX vs FTIHX |
Often Compared With FSWCX
What investors most often compare with FSWCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street Technology Select Sector SPDR ETF | Technology Equities | 69 | -7.57% | Dec 16, 1998 | FSWCX vs XLK | |
| Vanguard S&P 500 UCITS ETF (USD) Accumulating | S&P 500 | 55 | -4.58% | May 14, 2019 | FSWCX vs VUAG.L | |
| Vanguard Dividend Appreciation ETF | Dividend | 55 | -1.77% | Dec 19, 2013 | FSWCX vs VIG | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | FSWCX vs SPY |
Compare FSWCX with Any Fund or Stock
Compare FSWCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.