Fidelity Advisor Small Cap Growth Fund Class M (FCTGX) belongs to the Small 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 FCTGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FCTGX
FCTGX charges 1.54% annually. There are 150 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | FCTGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | FCTGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | FCTGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | FCTGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | FCTGX vs VISGX |
Best Risk-Adjusted Alternatives to FCTGX
FCTGX has a PortfoliosLab risk / return rank of 57. There are 40 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | FCTGX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | FCTGX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | FCTGX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | FCTGX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | FCTGX vs NESGX |
Top Performing FCTGX Alternatives (YTD)
FCTGX is at 20.57% YTD. There are 31 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | FCTGX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | FCTGX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | FCTGX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | FCTGX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 31.89% | — | Sep 2001 | FCTGX vs NEAGX |
Lowest Volatility Alternatives to FCTGX
FCTGX has 22.71% 1-year volatility. There are 106 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | FCTGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | FCTGX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | FCTGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | FCTGX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | FCTGX vs ETEGX |
Lowest Drawdown Alternatives to FCTGX
FCTGX has a 1-year max drawdown of -13.22%. There are 63 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | FCTGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | FCTGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | FCTGX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | FCTGX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | FCTGX vs SGPIX |
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 | 64 | 9.35% | — | Feb 1988 | FCTGX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FCTGX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FCTGX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FCTGX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FCTGX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FCTGX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FCTGX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FCTGX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FCTGX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FCTGX vs FTIHX |
Often Compared With FCTGX
Investors most often compare FCTGX with SCHG, VOO, RFIMX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FCTGX with Any Fund or Stock
Compare FCTGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FCTGX with funds that move differently
Fidelity Advisor Small Cap Growth Fund Class M alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FCTGX.
Explore FCTGX Diversifiers