Fidelity Advisor 529 Dividend Growth Portfolio Class D (FDGDX) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FDGDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FDGDX
Among 31 mutual funds in the Dividend category with expense-ratio data, the lowest-cost alternatives shown here go as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation Index Fund Admiral ... | 0.07% | 127.80B | Dec 2013 | FDGDX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.10B | Feb 2019 | FDGDX vs VHYAX | |
| Vanguard Dividend Growth Fund | 0.22% | 36.40B | May 1992 | FDGDX vs VDIGX | |
| Vanguard International High Dividend Yield Index F... | 0.22% | 20.50B | Mar 2016 | FDGDX vs VIHAX | |
| American Funds Capital Income Builder Fund Class F... | 0.37% | — | Jul 1987 | FDGDX vs CAIFX |
Best Risk-Adjusted Alternatives to FDGDX
FDGDX has a PortfoliosLab risk / return rank of 89. No mutual funds in the Dividend category have higher risk-adjusted ranks; the top alternatives shown here go as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Dividend Growth Fund | 87 | — | Apr 1993 | FDGDX vs FDGFX | |
| Pioneer Multi-Asset Income Fund A | 80 | — | Dec 2011 | FDGDX vs PMAIX | |
| Vanguard International High Dividend Yield Index F... | 80 | 20.50B | Mar 2016 | FDGDX vs VIHAX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 80 | 96.10B | Feb 2019 | FDGDX vs VHYAX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | 79 | — | Nov 2012 | FDGDX vs CDDYX |
Top Performing FDGDX Alternatives (YTD)
FDGDX is at 18.15% YTD. There is 1 mutual fund in the Dividend category with a higher YTD return, going as high as 18.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Dividend Growth Fund | 18.52% | — | Apr 1993 | FDGDX vs FDGFX | |
| American Funds Fundamental Investors® Class F-2 | 14.97% | — | Aug 1978 | FDGDX vs FINFX | |
| Janus Henderson U.S. Dividend Income Fund Class D | 12.87% | — | Dec 2022 | FDGDX vs JDDVX | |
| Vanguard International High Dividend Yield Index F... | 12.71% | 20.50B | Mar 2016 | FDGDX vs VIHAX | |
| JPMorgan Equity Income Fund R6 | 12.33% | — | Jul 1987 | FDGDX vs OIEJX |
Lowest Volatility Alternatives to FDGDX
FDGDX has 14.97% 1-year volatility. There are 30 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.88% | — | Dec 2011 | FDGDX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.41% | — | Dec 1973 | FDGDX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.23% | — | Jul 1987 | FDGDX vs CAIFX | |
| JPMorgan Equity Premium Income Fund Class A | 8.76% | — | Aug 2018 | FDGDX vs JEPAX | |
| John Hancock Premium Dividend Fund | 8.98% | — | Dec 1989 | FDGDX vs PDT |
Lowest Drawdown Alternatives to FDGDX
FDGDX has a 1-year max drawdown of -10.23%. There are 24 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | FDGDX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | FDGDX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | FDGDX vs PDT | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | FDGDX vs CDDYX | |
| American Funds The Income Fund of America Class A | -6.13% | — | Dec 1973 | FDGDX vs AMECX |
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 | FDGDX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 87.43% | — | Jul 1985 | FDGDX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 66 | 10.74% | — | — | FDGDX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 65 | 10.81% | — | — | FDGDX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 22 | 4.50% | — | — | FDGDX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 73 | 19.05% | — | Dec 1987 | FDGDX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 42 | 10.97% | 176.32B | May 1967 | FDGDX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 63 | 10.04% | — | — | FDGDX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.54% | — | Nov 1997 | FDGDX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 62 | 15.59% | — | Jun 2016 | FDGDX vs FTIHX |
Often Compared With FDGDX
Investors most often compare FDGDX with EXG, IHGIX, AMINX. These 18 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare FDGDX with Any Fund or Stock
Compare FDGDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FDGDX with funds that move differently
Fidelity Advisor 529 Dividend Growth Portfolio Class D alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FDGDX.
Explore FDGDX Diversifiers