Fidelity Advisor Blue Chip Growth Fund Class Z (FBCKX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FBCKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FBCKX
FBCKX charges 0.61% annually. There are 251 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Diversified Income Fund | 0.02% | — | May 2011 | FBCKX vs HEQ | |
| Highland Funds I - Highland Opportunities and Inco... | 0.02% | — | Jan 2000 | FBCKX vs HFRO | |
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | FBCKX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FBCKX vs PALDX | |
| Dimensional Managed Account Fund | 0.03% | — | Mar 2012 | FBCKX vs DMA |
Best Risk-Adjusted Alternatives to FBCKX
FBCKX has a PortfoliosLab risk / return rank of 34. There are 476 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | FBCKX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FBCKX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FBCKX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | FBCKX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FBCKX vs FSRRX |
Top Performing FBCKX Alternatives (YTD)
FBCKX is at 10.19% YTD. There are 68 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.15%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Highland Funds I - Highland Opportunities and Inco... | 31.15% | — | Jan 2000 | FBCKX vs HFRO | |
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | FBCKX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FBCKX vs IOEZX | |
| Hood River New Opportunities Fund Institutional Cl... | 17.95% | — | — | FBCKX vs HRNOX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | FBCKX vs TIBIX |
Lowest Volatility Alternatives to FBCKX
FBCKX has 20.05% 1-year volatility. There are 553 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | FBCKX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FBCKX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FBCKX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | FBCKX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FBCKX vs CSTAX |
Lowest Drawdown Alternatives to FBCKX
FBCKX has a 1-year max drawdown of -12.63%. There are 542 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | FBCKX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FBCKX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FBCKX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FBCKX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FBCKX vs CSTAX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 7 categories. AUM among these funds goes as high as $437B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 64 | 9.35% | — | Feb 1988 | FBCKX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FBCKX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FBCKX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FBCKX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FBCKX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FBCKX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FBCKX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FBCKX vs FNILX | |
| Fidelity Government Money Market Fund | Money Market | — | 1.64% | 437.41B | Feb 1990 | FBCKX vs SPAXX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FBCKX vs FSPSX |
Often Compared With FBCKX
Investors most often compare FBCKX with PMFKX, CMMVX, CMNVX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare FBCKX with Any Fund or Stock
Compare FBCKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FBCKX with funds that move differently
Fidelity Advisor Blue Chip Growth Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FBCKX.
Explore FBCKX Diversifiers