FEQIX
Fidelity Equity Income Fund
1W: -1.4%
1M: -3.4%
3M: -1.0%
YTD: +8.8%
1Y: +9.5%
3Y: +57.7%
5Y: +60.8%
$91.71
+0.05 (+0.05%)
Weekly Expected Move ±1.1%
$90
$91
$92
$93
$94
Similar ETFs
20 peers by holdings overlap (124 holdings)
FSDIX
Fidelity Strategic Dividend & Income
61.7%
Shared109 holdings
Total346
AUM$5.6B
Price$19.21
FGILX
Fidelity Global Equity Income Fd
54.5%
Shared88 holdings
Total145
AUM$464M
Price$27.08
FSLVX
Fidelity Stock Selector Large Cap Value Fund
40.8%
Shared47 holdings
Total151
AUM$1.6B
Price$31.96
FEQTX
Fidelity Equity Dividend Income Fd
38.9%
Shared52 holdings
Total120
AUM$7.9B
Price$32.39
FVDFX
Fidelity Value Discovery
37.5%
Shared38 holdings
Total121
AUM$3.3B
Price$38.29
PYVLX
Payden Equity Income Fund
37.3%
Shared36 holdings
Total71
AUM$1.3B
Price$18.90
FFA
First Trust Enhanced Equity Income Fund
36.5%
Shared55 holdings
Total62
AUM$444M
Price$22.21
TQMVX
T. Rowe Price Integrated US LCV Eq
36.1%
Shared42 holdings
Total149
AUM$83M
Price$22.48
ZDIVX
Zacks Dividend Fund Investor Class
36.1%
Shared31 holdings
Total73
AUM$137M
Price$31.24
PRDGX
T. Rowe Price Dividend Growth Fund, Inc.
35.0%
Shared38 holdings
Total91
AUM$17.7B
Price$88.32
ABLOX
Alger Balanced Portfolio Class I-2
34.3%
Shared35 holdings
Total78
AUM$72M
Price$25.03
FLCOX
Fidelity Large Cap Value Index Fund
34.1%
Shared88 holdings
Total862
AUM$14.0B
Price$24.82
DFEOX
DFA U.S. Core Equity 1 Portfolio
34.1%
Shared399 holdings
Total2,563
AUM$41.8B
Price$55.98
HAVGX
Haverford Quality Growth Stock Fund
34.0%
Shared32 holdings
Total34
AUM$304M
Price$26.47
FGRIX
Fidelity Growth & Income Portfolio
33.2%
Shared59 holdings
Total163
AUM$13.7B
Price$68.93
PEYAX
Putnam Large Cap Value Fund Class A
33.1%
Shared30 holdings
Total68
AUM$52.1B
Price$44.38
TRVLX
T. Rowe Price Value Fund
32.7%
Shared38 holdings
Total103
AUM$33.6B
Price$56.30
DLCEX
Dana Large Cap Equity Fund
32.6%
Shared41 holdings
Total51
AUM$70M
Price$23.79
CFVLX
Commerce Value Fund
32.5%
Shared25 holdings
Total58
AUM$219M
Price$36.28
HLIEX
JPMorgan Equity Income Fund I Class
32.5%
Shared37 holdings
Total87
AUM$42.6B
Price$27.97
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FEQIX | $11.3B | 122 | 23.9% | 11.9 | 3.2 | 3.7 | 31.5% | 30.9% | 2.10% | +21.2% | +35.5% | 57.5 | 6.2 |
| FSDIX | $5.6B | 346 | 19.7% | 12.0 | 3.2 | 3.7 | 31.4% | 30.8% | 2.41% | +14.2% | +27.0% | 54.7 | 6.2 |
| FGILX | $464M | 145 | 34.3% | 12.1 | 3.2 | 3.7 | 31.3% | 30.6% | 1.99% | +23.5% | +52.0% | 62.6 | 6.5 |
| FSLVX | $1.6B | 151 | 24.7% | 11.9 | 3.2 | 3.7 | 31.5% | 30.8% | 1.87% | +17.9% | +31.8% | 55.3 | 6.2 |
| FEQTX | $7.9B | 120 | 22.5% | 11.8 | 3.1 | 3.7 | 31.6% | 31.0% | 2.86% | +13.7% | +24.6% | 51.7 | 6.0 |
| FVDFX | $3.3B | 121 | 26.9% | 9.1 | 2.6 | 2.6 | 31.9% | 28.7% | 1.92% | +21.9% | +31.6% | 53.1 | 6.2 |
| PYVLX | $1.3B | 71 | 25.7% | 15.7 | 4.0 | 3.3 | 28.8% | 21.1% | 2.31% | +22.3% | +39.6% | 56.7 | 6.4 |
| FFA | $444M | 62 | 139.3% | 12.4 | 3.6 | 3.6 | 33.5% | 29.4% | 1.79% | +24.5% | +41.2% | 53.7 | 6.3 |
| TQMVX | $83M | 149 | 18.6% | 7.6 | 2.1 | 2.2 | 30.9% | 28.3% | 1.89% | +17.9% | +31.9% | 56.0 | 6.4 |
| ZDIVX | $137M | 73 | 28.0% | 13.8 | 3.2 | 2.4 | 24.8% | 17.7% | 2.62% | +16.4% | +15.8% | 54.0 | 6.5 |
| PRDGX | $17.7B | 91 | 28.4% | 5.8 | 1.7 | 1.7 | 32.1% | 28.5% | 1.69% | +19.0% | +25.5% | 58.0 | 6.6 |