Fidelity Blue Chip Growth Fund (FBGRX) 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 FBGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FBGRX
FBGRX charges 0.79% annually. There are 186 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 | FBGRX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | FBGRX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | FBGRX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | FBGRX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | FBGRX vs VIGAX |
Best Risk-Adjusted Alternatives to FBGRX
FBGRX has a PortfoliosLab risk / return rank of 54. There are 38 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 | FBGRX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | FBGRX vs POGRX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | FBGRX vs CHAIX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 31.20B | Nov 2001 | FBGRX vs VHCAX | |
| Chase Growth Fund | 86 | — | Dec 1997 | FBGRX vs CHASX |
Top Performing FBGRX Alternatives (YTD)
FBGRX is at 13.83% YTD. There are 42 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 58.60% | — | Mar 2020 | FBGRX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.11% | — | Feb 2004 | FBGRX vs RYGRX | |
| ICON Equity Fund | 28.62% | — | Oct 2002 | FBGRX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.11% | — | Feb 2017 | FBGRX vs FUMIX | |
| Fidelity Focused Stock Fund | 27.93% | — | Nov 1996 | FBGRX vs FTQGX |
Lowest Volatility Alternatives to FBGRX
FBGRX has 19.01% 1-year volatility. There are 338 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.40% | — | Sep 2019 | FBGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.64% | — | Jan 2005 | FBGRX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | FBGRX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | FBGRX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.47% | — | Jan 1991 | FBGRX vs BLUEX |
Lowest Drawdown Alternatives to FBGRX
FBGRX has a 1-year max drawdown of -12.65%. There are 136 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 | FBGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | FBGRX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | FBGRX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | FBGRX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | FBGRX vs DNVYX |
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 $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 52 | 8.21% | — | Feb 1988 | FBGRX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 94 | 75.83% | — | Jul 1985 | FBGRX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 52 | 8.88% | — | — | FBGRX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 52 | 8.93% | — | — | FBGRX vs FSKAX | |
| Fidelity Contrafund | Large Cap Growth Equities | 30 | 7.14% | 176.32B | May 1967 | FBGRX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 49 | 8.03% | — | — | FBGRX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 31 | 8.45% | — | Nov 1997 | FBGRX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 49 | 12.47% | — | Jun 2016 | FBGRX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 52 | 13.24% | — | Aug 2018 | FBGRX vs FZILX | |
| Fidelity U.S. Bond Index Fund | Total Bond Market | 19 | 0.21% | — | Mar 1990 | FBGRX vs FXNAX |
Often Compared With FBGRX
Investors most often compare FBGRX with VOO, QQQ, FDGRX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare FBGRX with Any Fund or Stock
Compare FBGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FBGRX with funds that move differently
Fidelity Blue Chip Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FBGRX.
Explore FBGRX Diversifiers