Fidelity Advisor Equity Growth Fund Class A (EPGAX) 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 EPGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EPGAX
EPGAX charges 0.97% annually. There are 278 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | EPGAX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | EPGAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | EPGAX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | EPGAX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | EPGAX vs VRGWX |
Best Risk-Adjusted Alternatives to EPGAX
EPGAX has a PortfoliosLab risk / return rank of 26. There are 152 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | EPGAX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | EPGAX vs ONERX | |
| Chase Growth Fund | 88 | — | Dec 1997 | EPGAX vs CHASX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | EPGAX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | EPGAX vs FOCKX |
Top Performing EPGAX Alternatives (YTD)
EPGAX is at 11.60% YTD. There are 105 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | EPGAX vs ONERX | |
| ICON Equity Fund | 28.11% | — | Oct 2002 | EPGAX vs IOLZX | |
| Chase Growth Fund | 26.96% | — | Dec 1997 | EPGAX vs CHASX | |
| Chase Growth Fund Institutional Class | 26.92% | — | Jan 2007 | EPGAX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 26.17% | — | May 2008 | EPGAX vs FOCKX |
Lowest Volatility Alternatives to EPGAX
EPGAX has 18.14% 1-year volatility. There are 297 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | EPGAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | EPGAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.13% | — | Dec 2015 | EPGAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | EPGAX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | EPGAX vs GQEPX |
Lowest Drawdown Alternatives to EPGAX
EPGAX has a 1-year max drawdown of -12.67%. There are 137 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 | EPGAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | EPGAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | EPGAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | EPGAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | EPGAX 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 | 69 | 11.32% | — | Feb 1988 | EPGAX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 89 | 62.20% | — | Jul 1985 | EPGAX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 69 | 11.80% | — | — | EPGAX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 68 | 11.80% | — | — | EPGAX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 56 | 16.03% | — | Dec 1987 | EPGAX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.69% | 176.32B | May 1967 | EPGAX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 65 | 11.11% | — | — | EPGAX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 45 | 10.82% | — | Nov 1997 | EPGAX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 60 | 13.34% | — | Jun 2016 | EPGAX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 66 | 14.26% | — | Aug 2018 | EPGAX vs FZILX |
Often Compared With EPGAX
Investors most often compare EPGAX with FAGAX, FKDNX, AGTHX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare EPGAX with Any Fund or Stock
Compare EPGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EPGAX with funds that move differently
Fidelity Advisor Equity Growth Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EPGAX.
Explore EPGAX Diversifiers