FEQIX vs PRFDX

Both FEQIX and PRFDX are mutual funds. FEQIX has a higher 5-year return than PRFDX (12.24% vs 12.21%). FEQIX has a lower expense ratio than PRFDX (0.57% vs 0.63%). Below is the comparison between FEQIX and PRFDX.

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FEQIX PRFDX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family Fidelity Investments T. Rowe Price
Net Assets $6.55B $9.25B
Expense Ratio 0.57% 0.63%
Management Style active active
30-Day Yield 1.72% 1.86%
Minimum Investment $2,500 $2,500
YTD Return 9.06% 13.38%
1-Year Return 49.40% 60.36%
3-Year Return 12.61% 10.50%
5-Year Return 12.24% 12.21%
10-Year Return 9.82% 10.11%

FEQIX

FEQIX description

The Fund seeks reasonable income and will also consider the potential for capital appreciation. Under normal market conditions, the Fund invests at least 80% of its assets in equity securities and primarily in income-producing equity securities, which tends to lead to investments in large cap "value" stocks.

FEQIX performance & returns

YTD Return 9.06%
1-Month Return 5.22%
3-Month Return 9.06%
1-Year Return 49.40%
3-Year Return 12.61%
5-Year Return 12.24%
10-Year Return 9.82%
FEQIX expense ratio is 0.57%.

FEQIX holdings

Top 10 Holdings (28.92% of Total Assets)

Name Symbol % Assets
JPM JPM 3.95%
CSCO CSCO 3.24%
DIS DIS 3.06%
PG PG 3.05%
BAC BAC 2.70%
UPS UPS 2.67%
VZ VZ 2.63%
BAC BAC 2.62%
CB CB 2.61%
UTX UTX 2.39%

FEQIX pros

The following are FEQIX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

FEQIX cons

The following are FEQIX weaknesses from our perspective:

  • FEQIX expense ratio is 0.57%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant FEQIX comparisons

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PRFDX

PRFDX description

The Fund seeks a high level of dividend income and long-term capital growth primarily through investments in stocks. The Fund invests at least 80% of its net assets in common stocks, with an emphasis on large-capitalization stocks that have a strong track record of paying dividends or that are believed to be undervalued.

PRFDX performance & returns

YTD Return 13.38%
1-Month Return 6.72%
3-Month Return 13.38%
1-Year Return 60.36%
3-Year Return 10.50%
5-Year Return 12.21%
10-Year Return 10.11%
PRFDX expense ratio is 0.63%.

PRFDX holdings

Top 10 Holdings (25.32% of Total Assets)

Name Symbol % Assets
WFC WFC 3.32%
JPM JPM 3.10%
GE GE 2.90%
SO SO 2.50%
DD DD 2.50%
QCOM QCOM 2.39%
MET MET 2.22%
DWDP DWDP 2.14%
UPS UPS 2.13%
FP FP 2.13%

PRFDX pros

The following are PRFDX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

PRFDX cons

The following are PRFDX weaknesses from our perspective:

  • PRFDX expense ratio is 0.63%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant PRFDX comparisons

You may also want to check out the following PRFDX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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