Fidelity SAI U.S. Momentum Index Fund (FUMIX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FUMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FUMIX
FUMIX charges 0.11% annually. There are 9 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | FUMIX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | FUMIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | FUMIX vs FSPGX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | FUMIX vs VIGAX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | FUMIX vs TILIX |
Best Risk-Adjusted Alternatives to FUMIX
FUMIX has a PortfoliosLab risk / return rank of 49. There are 41 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 93 | 96.10B | Nov 1984 | FUMIX vs VPMCX | |
| Davis New York Venture Fund Class Y | 91 | — | Feb 1969 | FUMIX vs DNVYX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 32.70B | Nov 2001 | FUMIX vs VHCAX | |
| Fidelity Series Growth Company Fund | 82 | — | Nov 2013 | FUMIX vs FCGSX | |
| Fidelity OTC Portfolio | 81 | — | Dec 1984 | FUMIX vs FOCPX |
Top Performing FUMIX Alternatives (YTD)
FUMIX is at 22.70% YTD. There are 2 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 29.13% | — | Mar 2020 | FUMIX vs ONERX | |
| ICON Equity Fund | 28.55% | — | Oct 2002 | FUMIX vs IOLZX | |
| Fidelity OTC Portfolio Class K | 22.53% | — | May 2008 | FUMIX vs FOCKX | |
| Fidelity OTC Portfolio | 22.45% | — | Dec 1984 | FUMIX vs FOCPX | |
| Chase Growth Fund | 22.03% | — | Dec 1997 | FUMIX vs CHASX |
Lowest Volatility Alternatives to FUMIX
FUMIX has 21.11% 1-year volatility. There are 359 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | FUMIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.95% | — | Jan 2005 | FUMIX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | FUMIX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | FUMIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.68% | — | Sep 2018 | FUMIX vs GQEPX |
Lowest Drawdown Alternatives to FUMIX
FUMIX has a 1-year max drawdown of -12.87%. There are 136 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | FUMIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | FUMIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | FUMIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | FUMIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | FUMIX vs DNVYX |
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 | 75 | 11.76% | — | Feb 1988 | FUMIX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 82 | 51.40% | — | Jul 1985 | FUMIX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 76 | 12.27% | — | — | FUMIX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 75 | 12.20% | — | — | FUMIX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 49 | 13.81% | — | Dec 1987 | FUMIX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 33 | 9.08% | 176.32B | May 1967 | FUMIX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 72 | 11.48% | — | — | FUMIX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | 12.40% | — | Nov 1997 | FUMIX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 71 | 13.68% | — | Jun 2016 | FUMIX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 76 | 14.73% | — | Aug 2018 | FUMIX vs FZILX |
Often Compared With FUMIX
Investors most often compare FUMIX with SPMO, ALVOX, FUQIX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare FUMIX with Any Fund or Stock
Compare FUMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FUMIX with funds that move differently
Fidelity SAI U.S. Momentum Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FUMIX.
Explore FUMIX Diversifiers