Fidelity Advisor Equity Growth Fund Class I (EQPGX) 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 EQPGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EQPGX
EQPGX charges 0.71% annually. There are 142 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 | EQPGX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | EQPGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | EQPGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | EQPGX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | EQPGX vs VIGAX |
Best Risk-Adjusted Alternatives to EQPGX
EQPGX has a PortfoliosLab risk / return rank of 39. There are 121 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | EQPGX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | EQPGX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | EQPGX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | EQPGX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | EQPGX vs POGRX |
Top Performing EQPGX Alternatives (YTD)
EQPGX is at 14.28% YTD. There are 73 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 63.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 63.96% | — | Mar 2020 | EQPGX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.99% | — | Nov 2000 | EQPGX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.30% | — | Feb 2004 | EQPGX vs RYGRX | |
| Fidelity OTC Portfolio Class K | 28.33% | — | May 2008 | EQPGX vs FOCKX | |
| Fidelity OTC Portfolio | 28.25% | — | Dec 1984 | EQPGX vs FOCPX |
Lowest Volatility Alternatives to EQPGX
EQPGX has 16.32% 1-year volatility. There are 271 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | EQPGX vs BBLIX | |
| Emerald Insights Fund | 9.18% | — | Aug 2014 | EQPGX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.39% | — | Jan 2005 | EQPGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | EQPGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | EQPGX vs AWYIX |
Lowest Drawdown Alternatives to EQPGX
EQPGX has a 1-year max drawdown of -12.57%. There are 133 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | EQPGX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | EQPGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | EQPGX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | EQPGX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | EQPGX vs AQEIX |
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 | 66 | 10.89% | — | Feb 1988 | EQPGX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 86.42% | — | Jul 1985 | EQPGX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 11.17% | — | — | EQPGX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 11.22% | — | — | EQPGX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 71 | 18.19% | — | Dec 1987 | EQPGX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 8.62% | 176.32B | May 1967 | EQPGX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 63 | 10.70% | — | — | EQPGX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 27 | 8.67% | — | Nov 1997 | EQPGX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 56 | 14.49% | — | Jun 2016 | EQPGX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 58 | 15.27% | — | Aug 2018 | EQPGX vs FZILX |
Often Compared With EQPGX
Investors most often compare EQPGX with PDRDX, VUG, VOO. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare EQPGX with Any Fund or Stock
Compare EQPGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EQPGX with funds that move differently
Fidelity Advisor Equity Growth Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EQPGX.
Explore EQPGX Diversifiers