Fidelity Blue Chip Value Fund (FBCVX) Alternatives
Fidelity Blue Chip Value Fund (FBCVX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FBCVX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FBCVX
FBCVX charges 0.63% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among FBCVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | FBCVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | FBCVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | FBCVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | FBCVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | FBCVX vs TILVX |
Best Risk-Adjusted Alternatives to FBCVX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | FBCVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | FBCVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | FBCVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | FBCVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | FBCVX vs VALAX |
Top Performing FBCVX Alternatives (YTD)
FBCVX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | FBCVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | FBCVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | FBCVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | FBCVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | FBCVX vs HFCVX |
Lowest Volatility Alternatives to FBCVX
FBCVX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | FBCVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | FBCVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | FBCVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | FBCVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | FBCVX vs ACIIX |
Lowest Drawdown Alternatives to FBCVX
FBCVX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | FBCVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | FBCVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | FBCVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | FBCVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | FBCVX vs PSECX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FBCVX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FBCVX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FBCVX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FBCVX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FBCVX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FBCVX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FBCVX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FBCVX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FBCVX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FBCVX vs FTIHX |
Often Compared With FBCVX
What investors most often compare with FBCVX, based on PortfoliosLab usage data.
Compare FBCVX with Any Fund or Stock
Compare FBCVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.