Fidelity Advisor Equity Growth Fund Class C (EPGCX) 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 EPGCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EPGCX
EPGCX charges 1.74% annually. There are 405 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 | EPGCX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | EPGCX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | EPGCX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | EPGCX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | EPGCX vs TILIX |
Best Risk-Adjusted Alternatives to EPGCX
EPGCX has a PortfoliosLab risk / return rank of 25. There are 158 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | EPGCX vs VPMCX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | EPGCX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | EPGCX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | EPGCX vs ONERX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | EPGCX vs VHCAX |
Top Performing EPGCX Alternatives (YTD)
EPGCX is at 11.10% YTD. There are 112 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 | EPGCX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.14% | — | Feb 2004 | EPGCX vs RYGRX | |
| ICON Equity Fund | 27.60% | — | Oct 2002 | EPGCX vs IOLZX | |
| Chase Growth Fund | 27.22% | — | Dec 1997 | EPGCX vs CHASX | |
| Chase Growth Fund Institutional Class | 27.21% | — | Jan 2007 | EPGCX vs CHAIX |
Lowest Volatility Alternatives to EPGCX
EPGCX has 17.96% 1-year volatility. There are 291 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.87% | — | Sep 2019 | EPGCX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.70% | — | Jan 2005 | EPGCX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | EPGCX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.19% | — | Apr 2010 | EPGCX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | EPGCX vs GQEPX |
Lowest Drawdown Alternatives to EPGCX
EPGCX has a 1-year max drawdown of -12.92%. There are 141 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 | EPGCX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | EPGCX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | EPGCX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | EPGCX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | EPGCX 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 | 65 | 10.87% | — | Feb 1988 | EPGCX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 92 | 69.51% | — | Jul 1985 | EPGCX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 11.51% | — | — | EPGCX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 11.52% | — | — | EPGCX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 61 | 16.64% | — | Dec 1987 | EPGCX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 10.44% | 176.32B | May 1967 | EPGCX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 61 | 10.70% | — | — | EPGCX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.16% | — | Nov 1997 | EPGCX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 56 | 13.16% | — | Jun 2016 | EPGCX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 61 | 14.05% | — | Aug 2018 | EPGCX vs FZILX |
Often Compared With EPGCX
Investors most often compare EPGCX with FDGRX, AMRGX, ANFFX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare EPGCX with Any Fund or Stock
Compare EPGCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EPGCX with funds that move differently
Fidelity Advisor Equity Growth Fund Class C alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EPGCX.
Explore EPGCX Diversifiers