Fidelity Blue Chip Growth Fund Class K (FBGKX) 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 FBGKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FBGKX
FBGKX charges 0.54% annually. There are 67 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 | FBGKX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | FBGKX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | FBGKX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | FBGKX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | FBGKX vs TILIX |
Best Risk-Adjusted Alternatives to FBGKX
FBGKX has a PortfoliosLab risk / return rank of 68. There are 39 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | FBGKX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | FBGKX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | FBGKX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | FBGKX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | FBGKX vs FOCPX |
Top Performing FBGKX Alternatives (YTD)
FBGKX is at 16.87% YTD. There are 38 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | FBGKX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | FBGKX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | FBGKX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | FBGKX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | FBGKX vs POGRX |
Lowest Volatility Alternatives to FBGKX
FBGKX has 18.88% 1-year volatility. There are 339 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | FBGKX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | FBGKX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | FBGKX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | FBGKX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | FBGKX vs GQEPX |
Lowest Drawdown Alternatives to FBGKX
FBGKX has a 1-year max drawdown of -12.63%. There are 134 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 | FBGKX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | FBGKX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | FBGKX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | FBGKX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | FBGKX 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 | 9.79% | — | Feb 1988 | FBGKX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 89.12% | — | Jul 1985 | FBGKX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 10.41% | — | — | FBGKX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 10.43% | — | — | FBGKX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 68 | 16.84% | — | Dec 1987 | FBGKX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 8.62% | 176.32B | May 1967 | FBGKX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 62 | 9.63% | — | — | FBGKX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 39 | 10.74% | — | Nov 1997 | FBGKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 66 | 15.70% | — | Jun 2016 | FBGKX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 70 | 16.56% | — | Aug 2018 | FBGKX vs FZILX |
Often Compared With FBGKX
Investors most often compare FBGKX with MGK, VOO, SPY. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare FBGKX with Any Fund or Stock
Compare FBGKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FBGKX with funds that move differently
Fidelity Blue Chip Growth Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FBGKX.
Explore FBGKX Diversifiers