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 190 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | FBGRX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | FBGRX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | FBGRX vs SWLGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | FBGRX vs VRGWX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | FBGRX vs VIGAX |
Best Risk-Adjusted Alternatives to FBGRX
FBGRX has a PortfoliosLab risk / return rank of 49. There are 47 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 | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 95 | — | Feb 1969 | FBGRX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 96.10B | Nov 1984 | FBGRX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 32.70B | Nov 2001 | FBGRX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 87 | — | Sep 1990 | FBGRX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 87 | — | Aug 2013 | FBGRX vs FZAPX |
Top Performing FBGRX Alternatives (YTD)
FBGRX is at 13.81% YTD. There are 50 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 35.36%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 35.36% | — | Mar 2020 | FBGRX vs ONERX | |
| ICON Equity Fund | 29.68% | — | Oct 2002 | FBGRX vs IOLZX | |
| Chase Growth Fund | 23.80% | — | Dec 1997 | FBGRX vs CHASX | |
| Chase Growth Fund Institutional Class | 23.79% | — | Jan 2007 | FBGRX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 23.25% | — | Feb 2004 | FBGRX vs GTLLX |
Lowest Volatility Alternatives to FBGRX
FBGRX has 20.07% 1-year volatility. There are 342 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.58% | — | Sep 2019 | FBGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.98% | — | Jan 2005 | FBGRX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.20% | — | Apr 2010 | FBGRX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | FBGRX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.68% | — | Sep 2018 | FBGRX vs GQEPX |
Lowest Drawdown Alternatives to FBGRX
FBGRX has a 1-year max drawdown of -12.65%. There are 131 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 | 75 | 11.76% | — | Feb 1988 | FBGRX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 82 | 51.40% | — | Jul 1985 | FBGRX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 76 | 12.27% | — | — | FBGRX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 75 | 12.20% | — | — | FBGRX vs FSKAX | |
| Fidelity Contrafund | Large Cap Growth Equities | 33 | 9.08% | 176.32B | May 1967 | FBGRX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 72 | 11.48% | — | — | FBGRX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | 12.40% | — | Nov 1997 | FBGRX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 71 | 13.68% | — | Jun 2016 | FBGRX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 76 | 14.73% | — | Aug 2018 | FBGRX vs FZILX | |
| Fidelity U.S. Bond Index Fund | Total Bond Market | 10 | -0.73% | — | Mar 1990 | FBGRX vs FXNAX |
Often Compared With FBGRX
Investors most often compare FBGRX with QQQ, VOO, FDGRX. These 20 comparison targets span 9 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