Home › Asset managers › Compare 2025-2026 › Fidelity vs Equitable
Fidelity 2025-2026 · Equitable 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 63,913 | 53,510 | 1,976 | 8,427 | 96.4% | 91.9% |
| Board proposals | 53,820 | 44,348 | 1,811 | 7,661 | 96.1% | 91.2% |
| E&S shareholder proposals | 187 | 87 | 0 | 100 | 100.0% | 85.8% |
| Other items | 9,906 | 9,075 | 165 | 666 | 98.2% | 95.8% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,976 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Fidelity | Equitable |
|---|---|---|---|---|---|---|
| CEMEX SAB DE CV | March 26, 2026 | ELECT GUILLERMO FRANCISCO HERNANDEZ MORALES AS DEPUTY SECRETARY OF SUSTAINABILITY, CLIMATE ACTION, SOCIAL IMPACT AND DIVERSITY COMMITTEE Corporate Governance |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| CEMEX SAB DE CV | March 26, 2026 | ELECT ISABEL MARIA AGUILERA NAVARRO AS CHAIR OF SUSTAINABILITY, CLIMATE ACTION, SOCIAL IMPACT AND DIVERSITY COMMITTEE Corporate Governance |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| CEMEX SAB DE CV | March 26, 2026 | ELECT ISABEL MARIA AGUILERA NAVARRO AS DIRECTOR Director Elections |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| CEMEX SAB DE CV | March 26, 2026 | ELECT MARCELO ZAMBRANO LOZANO AS DIRECTOR Director Elections |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| CEMEX SAB DE CV | March 26, 2026 | ELECT MARCELO ZAMBRANO LOZANO AS MEMBER OF SUSTAINABILITY, CLIMATE ACTION, SOCIAL IMPACT AND DIVERSITY COMMITTEE Corporate Governance |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| CEMEX SAB DE CV | March 26, 2026 | ELECT MARIA DE LOURDES MELGAR PALACIOS AS DIRECTOR Director Elections |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| CEMEX SAB DE CV | March 26, 2026 | ELECT MARIA DE LOURDES MELGAR PALACIOS AS MEMBER OF AUDIT COMMITTEE Corporate Governance |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| CEMEX SAB DE CV | March 26, 2026 | ELECT RAMIRO GERARDO VILLARREAL MORALES AS CHAIR OF AUDIT COMMITTEE Corporate Governance |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| CEMEX SAB DE CV | March 26, 2026 | ELECT RAMIRO GERARDO VILLARREAL MORALES AS DIRECTOR Director Elections |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| CEMEX SAB DE CV | March 26, 2026 | ELECT ROGELIO ZAMBRANO LOZANO AS BOARD CHAIR Corporate Governance |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| CEMEX SAB DE CV | March 26, 2026 | ELECT ROGER SALDANA MADERO AS SECRETARY OF CORPORATE PRACTICES AND FINANCE COMMITTEE Corporate Governance |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| CEMEX SAB DE CV | March 26, 2026 | ELECT ROGER SALDANA MADERO AS SECRETARY OF SUSTAINABILITY, CLIMATE ACTION, SOCIAL IMPACT AND DIVERSITY COMMITTEE Corporate Governance |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| CEMEX SAB de CV | March 26, 2026 | Elect Roger Saldana Madero as Secretary of Audit Committee Director Elections |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| CENCOSUD SA | April 24, 2026 | Approve Remuneration and Budget of Directors' Committee Compensation |
Board | For | FOR 10 funds |
AGAINST 1 fund |
| CENCOSUD SA | April 24, 2026 | Approve Remuneration of Directors Compensation |
Board | For | FOR 10 funds |
AGAINST 1 fund |
| CF Bankshares Inc. | May 27, 2026 | Election of Directors: Robert E. Hoeweler Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 6 funds |
| CGI INC | January 28, 2026 | ELECTION OF DIRECTOR: GEORGE A. COPE Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 2 funds |
| CGI INC | January 28, 2026 | ELECTION OF DIRECTOR: JACYNTHE COTE Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 2 funds |
| CGI INC | January 28, 2026 | ELECTION OF DIRECTOR: MARY G. POWELL Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 2 funds |
| CGI INC | January 28, 2026 | ELECTION OF DIRECTOR: MICHAEL B. PEDERSEN Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 2 funds |
| CGI INC | January 28, 2026 | ELECTION OF DIRECTOR: SOPHIE BROCHU Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 2 funds |
| CHAMPION IRON LTD | August 28, 2025 | Elect Michael O' Keeffe as Director Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| CHAMPION IRON LTD | August 28, 2025 | Elect Michelle Cormier as Director Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| CHANGCHUN HIGH-TECH INDUSTRY (GROUP) CO., LTD. | May 12, 2026 | Approve to Appoint Financial Auditor Audit-related |
Board | For | FOR 4 funds |
ABSTAIN 1 fund |
| CHAOZHOU THREE-CIRCLE (GROUP) CO LTD | April 20, 2026 | Approve to Appoint Auditor Audit-related |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| CHINA CSSC HOLDINGS LTD | June 10, 2026 | Approve Appointment of Financial Auditor and Internal Control Auditor Audit-related |
Board | For | FOR 6 funds |
ABSTAIN 1 fund |
| CHINA FEIHE LIMITED | June 5, 2026 | Authorize Board to Fix Remuneration of Directors Compensation |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| CHINA FEIHE LIMITED | June 5, 2026 | Elect Cai Fangliang as Director Director Elections |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| CHINA FEIHE LIMITED | June 5, 2026 | Elect Cheung Kwok Wah as Director Director Elections |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| CHINA FEIHE LIMITED | June 5, 2026 | Elect Liu Jinping as Director Director Elections |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| CHINA GOLD INTERNATIONAL RESOURCES CORP LTD | June 29, 2026 | Elect Director Chenguang Hou Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 1 fund |
| CHINA JUSHI CO LTD | April 15, 2026 | Approve the Audit Fees and the Re-appointment of Auditor and Internal Control Auditor Audit-related |
Board | For | FOR 9 funds |
ABSTAIN 1 fund |
| CHINA LITERATURE LIMITED | June 2, 2026 | Authorize Board to Fix Remuneration of Directors Compensation |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| CHINA LITERATURE LIMITED | June 2, 2026 | Elect Cao Huayi as Director Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| CHINA MENGNIU DAIRY CO LTD | June 5, 2026 | Elect Ge Jun as Director and Authorize Board to Fix His Remuneration Director Elections |
Board | For | FOR 11 funds |
AGAINST 1 fund |
| CHINA MERCHANTS ENERGY SHIPPING CO LTD | May 14, 2026 | Approve to Appoint Financial Auditor and Internal Control Auditor Audit-related |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| CHINA MERCHANTS PORT HOLDINGS COMPANY LTD | June 2, 2026 | Elect Chan Hiu Fung Nicholas as Director Director Elections |
Board | For | FOR 11 funds |
AGAINST 1 fund |
| CHINA MERCHANTS SHEKOU INDUSTRIAL ZONE HOLDINGS CO | June 9, 2026 | Approve Use of Idle Own Funds for Entrusted Financial Management Extraordinary Transactions |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| CHINA MERCHANTS SHEKOU INDUSTRIAL ZONE HOLDINGS CO | June 9, 2026 | Approve to Appoint Auditor Audit-related |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| CHINA NORTHERN RARE EARTH (GROUP) HIGH-TECH CO LTD | May 12, 2026 | Approve to Appoint Auditor Audit-related |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| CHINA PACIFIC INSURANCE (GROUP) CO LTD | June 10, 2026 | Elect Ge Ming as Director Director Elections |
Board | For | FOR 20 funds |
AGAINST 1 fund |
| CHINA POWER INTERNATIONAL DEVELOPMENT LTD | June 8, 2026 | Authorize Board to Fix Remuneration of Directors Compensation |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| CHINA RESOURCES POWER HOLDINGS CO LTD | June 5, 2026 | Authorize Board to Fix Remuneration of Directors Compensation |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| CHINA RUYI HOLDINGS LIMITED | June 22, 2026 | Authorize Board to Fix Remuneration of Directors Compensation |
Board | For | FOR 10 funds |
AGAINST 1 fund |
| CHINA RUYI HOLDINGS LIMITED | June 22, 2026 | Elect Chau Shing Yim, David as Director Director Elections |
Board | For | FOR 10 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Adjustments to the Proposal in Respect of the Transaction and the Proposed Issuance of A Shares Not Constituting Material Adjustments Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Circumstances Regarding the Dilution of Immediate Return Arising from the Transaction and the Remedial Measures Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Circumstances of the Company's Purchase and Sale of Assets within 12 Months Prior to the Transaction and the Proposed Issuance of A Shares Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Confidentiality Measures and Confidentiality Procedures Adopted in Connection with the Transaction and the Proposed Issuance of A Shares Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Confirmation that None of Relevant Parties to Transaction and Proposed Issuance of A Shares Falls Under Article 12 of Regulatory Guidelines for Listed Companies No. 7 that Prohibit Participation in Major Asset Restructuring of a Listed Company Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Confirmation that the Company does not Fall within the Circumstance Under Article 11 of the Administrative Measures for the Registration of Securities Offerings of Listed Companies that would Prohibit the Issuance of Shares to Specific Targets Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Execution of Conditional Agreements with the Counterparties to the Transaction Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Explanation Regarding the Completeness and Compliance of the Statutory Procedures Performed for the Transaction and the Proposed Issuance of A Shares and the Validity of the Legal Documents Submitted Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Independence of the Valuation Institutions, Reasonableness of the Valuation Assumptions, Relevance of the Valuation Methodologies to the Valuation Purposes, and Fairness of the Valuation Pricing Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Performance Commitment and Compensation Arrangements Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Price Movement of the Company's Shares Prior to the Information Disclosure in Relation to the Transaction and the Proposed Issuance of A Shares Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Report (Draft) of China Shenhua on the Purchase of Assets Through the Issuance of Shares and Cash Payment, the Raising of Supporting Funds, and the Related Transaction and Its Summary Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Review Reports, Audit Reports and Asset Valuation Reports Relating to the Transaction and the Proposed Issuance of A Shares Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Transaction - Arrangements for Accumulated Undistributed Profits Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Transaction - Attribution of Profits and Losses for the Transition Period Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Transaction - Counterparties Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Transaction - Issuance Price and Pricing Basis Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Transaction - Issue Method Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Transaction - Lock-up Period Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Transaction - Number of Shares to be Issued Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Transaction - Target Assets Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Transaction - Target Subscriber and Subscription Method Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Transaction - Transaction Price and Payment Method Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Transaction - Type, Par Value and Listing Venue of Shares to be Issued Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Transaction and Proposed Issuance of A Shares Complying with the Relevant Laws and Regulations Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Transaction and the Proposed Issuance of A Shares Complying with Articles 11, 43 and 44 of the Administrative Measures for the Major Asset Restructuring of Listed Companies Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Transaction and the Proposed Issuance of A Shares Constituting Related Transaction Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Transaction and the Proposed Issuance of A Shares Not Constituting Major Asset Restructuring Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Transaction and the Proposed Issuance of A Shares Not Constituting Reorganization and Listing Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Approve Validity Period of the Resolutions Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA SHENHUA ENERGY COMPANY LTD | January 23, 2026 | Authorize Board and Its Authorized Persons to Handle All Matters in Relation to the Transaction and the Proposed Issuance of A Shares Extraordinary Transactions |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CHINA STATE CONSTRUCTION ENGINEERING CORPORATION L | May 19, 2026 | Approve Appointment of Internal Control Auditor Corporate Governance |
Board | For | FOR 7 funds |
ABSTAIN 1 fund |
| CHINA STATE CONSTRUCTION ENGINEERING CORPORATION L | May 19, 2026 | Approve to Appoint Financial Auditor Audit-related |
Board | For | FOR 7 funds |
ABSTAIN 1 fund |
| CHINA UNITED NETWORK COMMUNICATIONS LTD | May 25, 2026 | Approve Election of Directors and Authorization of the Board to Determine the Directors Remuneration Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| CHINA UNITED NETWORK COMMUNICATIONS LTD | May 25, 2026 | Approve to Appoint Auditor Audit-related |
Board | For | FOR 6 funds |
ABSTAIN 1 fund |
| CHINA VANKE CO LTD | May 29, 2026 | Approve Deloitte Touche Tohmatsu Certified Public Accountants LLP and Deloitte Touche Tohmatsu as Auditors and Authorize Board to Fix Their Remuneration Audit-related |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| CHINA YANGTZE POWER CO LTD | June 23, 2026 | Elect Li Jianwei as Director Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| CHINA YANGTZE POWER CO LTD | June 23, 2026 | Elect Sun Zhengyun as Director Director Elections |
Board | For | FOR 8 funds |
ABSTAIN 1 fund |
| CHONGQING CHANGAN AUTOMOBILE CO LTD | May 22, 2026 | Approve to Appoint Financial Auditor and Internal Control Auditor Audit-related |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| CHONGQING ZHIFEI BIOLOGICAL PRODUCTS CO LTD | June 1, 2026 | Approve to Appoint Auditor Audit-related |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| CITIC LTD | June 26, 2026 | Elect Li Zimin as Director Director Elections |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| CITIZENS FINANCIAL SERVICES, INC. | April 21, 2026 | Approval of the Citizens Financial Services, Inc. 2026 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| CK INFRASTRUCTURE HOLDINGS LIMITED | May 20, 2026 | Elect Fok Kin Ning, Canning as Director Director Elections |
Board | For | AGAINST 12 funds |
FOR 9 funds |
| CK INFRASTRUCTURE HOLDINGS LIMITED | May 20, 2026 | Elect Victor T K Li as Director Director Elections |
Board | For | AGAINST 12 funds |
FOR 9 funds |
| CLOUDFLARE, INC. | June 30, 2026 | Approval and adoption of amendments to establish the Class C common stock. Capital Structure |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| CNA Financial Corporation | April 29, 2026 | Election to the Board of the ten nominees named below: Michael A. Bless Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 4 funds |
| CNGR ADVANCED MATERIAL CO., LTD. | May 22, 2026 | Approve Remuneration of Directors for 2025 and the Remuneration Plan for 2026 Compensation |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| CNGR Advanced Material Co., Ltd. | October 15, 2025 | Approve to Appoint Auditor Audit-related |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| CNPC Capital Co., Ltd. | August 19, 2025 | Approve to Appoint Auditor Audit-related |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| COASTALSOUTH BANCSHARES, INC. | April 23, 2026 | Election of Directors: Ernst W. Bruderer Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 5 funds |
| COASTALSOUTH BANCSHARES, INC. | April 23, 2026 | Election of Directors: J. Simon Fraser Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 5 funds |
| COASTALSOUTH BANCSHARES, INC. | April 23, 2026 | Election of Directors: James N. Richardson, Jr. Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 5 funds |
| COASTALSOUTH BANCSHARES, INC. | April 23, 2026 | Election of Directors: John G. Aldridge, Jr. Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 5 funds |
| COASTALSOUTH BANCSHARES, INC. | April 23, 2026 | Election of Directors: L. Scott Askins Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 5 funds |
| COCA-COLA FEMSA SAB DE CV | March 24, 2026 | Elect Amy Eschliman as Director Representing Series L Shareholders Director Elections |
Board | For | FOR 10 funds |
AGAINST 1 fund |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.