Fidelity Capital Appreciation Fund (FDCAX) 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 FDCAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FDCAX
FDCAX charges 0.84% annually. There are 209 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 | FDCAX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | FDCAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | FDCAX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | FDCAX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | FDCAX vs VIGAX |
Best Risk-Adjusted Alternatives to FDCAX
FDCAX has a PortfoliosLab risk / return rank of 55. There are 43 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | FDCAX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | FDCAX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | FDCAX vs VHCAX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | FDCAX vs CHAIX | |
| Chase Growth Fund | 87 | — | Dec 1997 | FDCAX vs CHASX |
Top Performing FDCAX Alternatives (YTD)
FDCAX is at 13.82% YTD. There are 41 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 57.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 57.54% | — | Mar 2020 | FDCAX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.30% | — | Feb 2004 | FDCAX vs RYGRX | |
| ICON Equity Fund | 28.30% | — | Oct 2002 | FDCAX vs IOLZX | |
| PrimeCap Odyssey Growth Fund | 27.89% | — | Nov 2004 | FDCAX vs POGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.64% | — | Feb 2017 | FDCAX vs FUMIX |
Lowest Volatility Alternatives to FDCAX
FDCAX has 15.84% 1-year volatility. There are 149 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.35% | — | Sep 2019 | FDCAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.60% | — | Jan 2005 | FDCAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.81% | — | Dec 2015 | FDCAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | FDCAX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.48% | — | Jan 1991 | FDCAX vs BLUEX |
Lowest Drawdown Alternatives to FDCAX
FDCAX 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 | FDCAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | FDCAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | FDCAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | FDCAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | FDCAX 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 | 55 | 8.11% | — | Feb 1988 | FDCAX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 94 | 74.97% | — | Jul 1985 | FDCAX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 56 | 8.84% | — | — | FDCAX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 55 | 8.88% | — | — | FDCAX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 58 | 13.72% | — | Dec 1987 | FDCAX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 31 | 7.31% | 176.32B | May 1967 | FDCAX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 51 | 7.91% | — | — | FDCAX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 32 | 8.29% | — | Nov 1997 | FDCAX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 52 | 12.53% | — | Jun 2016 | FDCAX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 55 | 13.31% | — | Aug 2018 | FDCAX vs FZILX |
Often Compared With FDCAX
Investors most often compare FDCAX with VOO, SPY, FGRTX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare FDCAX with Any Fund or Stock
Compare FDCAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FDCAX with funds that move differently
Fidelity Capital Appreciation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FDCAX.
Explore FDCAX Diversifiers