Fidelity Growth Strategies Fund (FDEGX) belongs to the Mid 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 FDEGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FDEGX
FDEGX charges 0.63% annually. There are 22 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | FDEGX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | FDEGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | FDEGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | FDEGX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | FDEGX vs VMFGX |
Best Risk-Adjusted Alternatives to FDEGX
FDEGX has a PortfoliosLab risk / return rank of 5. There are 119 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 92 | — | Dec 2016 | FDEGX vs NEEIX | |
| Needham Growth Fund | 92 | — | Jan 1996 | FDEGX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 91 | 31.20B | Aug 1995 | FDEGX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 90 | — | Oct 2000 | FDEGX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 83 | — | Nov 2004 | FDEGX vs POAGX |
Top Performing FDEGX Alternatives (YTD)
FDEGX is at 13.88% YTD. There are 43 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 62.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 62.40% | — | Dec 2016 | FDEGX vs NEEIX | |
| Needham Growth Fund | 62.10% | — | Jan 1996 | FDEGX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 39.80% | — | Oct 2000 | FDEGX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 28.65% | — | Jul 2019 | FDEGX vs CTIGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 26.81% | 31.20B | Aug 1995 | FDEGX vs VHCOX |
Lowest Volatility Alternatives to FDEGX
FDEGX has 22.82% 1-year volatility. There are 143 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.08%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 11.08% | — | May 2021 | FDEGX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | FDEGX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.28% | — | May 2010 | FDEGX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.69% | — | Dec 1996 | FDEGX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.29% | — | — | FDEGX vs RIPIX |
Lowest Drawdown Alternatives to FDEGX
FDEGX has a 1-year max drawdown of -20.45%. There are 148 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | FDEGX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | FDEGX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | FDEGX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | FDEGX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | FDEGX vs SECUX |
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 | 66 | 10.19% | — | Feb 1988 | FDEGX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 87.43% | — | Jul 1985 | FDEGX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 66 | 10.74% | — | — | FDEGX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 65 | 10.81% | — | — | FDEGX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 22 | 4.50% | — | — | FDEGX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 73 | 19.05% | — | Dec 1987 | FDEGX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 42 | 10.97% | 176.32B | May 1967 | FDEGX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 63 | 10.04% | — | — | FDEGX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.54% | — | Nov 1997 | FDEGX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 62 | 15.59% | — | Jun 2016 | FDEGX vs FTIHX |
Often Compared With FDEGX
Investors most often compare FDEGX with FDGRX, FMAGX, FSLBX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare FDEGX with Any Fund or Stock
Compare FDEGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FDEGX with funds that move differently
Fidelity Growth Strategies Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FDEGX.
Explore FDEGX Diversifiers