Fidelity Capital Appreciation Fund Class K (FCAKX) 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 FCAKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FCAKX
FCAKX charges 0.76% annually. There are 169 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 | FCAKX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | FCAKX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | FCAKX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | FCAKX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | FCAKX vs VIGAX |
Best Risk-Adjusted Alternatives to FCAKX
FCAKX has a PortfoliosLab risk / return rank of 67. There are 41 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 | FCAKX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | FCAKX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | FCAKX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | FCAKX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | FCAKX vs FOCPX |
Top Performing FCAKX Alternatives (YTD)
FCAKX is at 16.65% YTD. There are 42 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 | FCAKX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | FCAKX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | FCAKX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | FCAKX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | FCAKX vs POGRX |
Lowest Volatility Alternatives to FCAKX
FCAKX has 15.74% 1-year volatility. There are 146 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 | FCAKX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | FCAKX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | FCAKX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | FCAKX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | FCAKX vs GQEPX |
Lowest Drawdown Alternatives to FCAKX
FCAKX has a 1-year max drawdown of -11.06%. There are 66 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 | FCAKX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | FCAKX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | FCAKX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | FCAKX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | FCAKX 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 | FCAKX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 89.12% | — | Jul 1985 | FCAKX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 10.41% | — | — | FCAKX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 10.43% | — | — | FCAKX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 68 | 16.84% | — | Dec 1987 | FCAKX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 8.62% | 176.32B | May 1967 | FCAKX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 62 | 9.63% | — | — | FCAKX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 39 | 10.74% | — | Nov 1997 | FCAKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 66 | 15.70% | — | Jun 2016 | FCAKX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 70 | 16.56% | — | Aug 2018 | FCAKX vs FZILX |
Often Compared With FCAKX
Investors most often compare FCAKX with FCGSX, CHASX, TILIX. These 9 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Series Growth Company Fund | Large Cap Growth Equities | 89 | 22.34% | — | Nov 2013 | FCAKX vs FCGSX | |
| Chase Growth Fund | Large Cap Growth Equities | 89 | 26.58% | — | Dec 1997 | FCAKX vs CHASX | |
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 20 | 3.15% | — | Oct 2002 | FCAKX vs TILIX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -8.03% | — | Jan 1991 | FCAKX vs BLUEX | |
| Catalyst Dynamic Alpha Fund | Large Cap Growth Equities | 58 | 29.48% | — | Dec 2011 | FCAKX vs CPEAX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 71 | 11.23% | — | Jun 2012 | FCAKX vs TVRIX | |
| ICON Equity Fund | Large Cap Growth Equities | 85 | 30.88% | — | Oct 2002 | FCAKX vs IOLZX | |
| Fidelity OTC K6 Portfolio | Large Cap Growth Equities | 83 | 25.05% | — | Jun 2019 | FCAKX vs FOKFX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 78 | 31.05% | — | Nov 2000 | FCAKX vs CTCAX |
Compare FCAKX with Any Fund or Stock
Compare FCAKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FCAKX with funds that move differently
Fidelity Capital Appreciation Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FCAKX.
Explore FCAKX Diversifiers