Fidelity Dividend Growth Fund (FDGFX) Alternatives
Fidelity Dividend Growth Fund (FDGFX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FDGFX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FDGFX
FDGFX charges 0.48% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among FDGFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | FDGFX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | FDGFX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | FDGFX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | FDGFX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | FDGFX vs TILVX |
Best Risk-Adjusted Alternatives to FDGFX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | FDGFX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | FDGFX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | FDGFX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | FDGFX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | FDGFX vs VALAX |
Top Performing FDGFX Alternatives (YTD)
FDGFX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | FDGFX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | FDGFX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | FDGFX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | FDGFX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | FDGFX vs HFCVX |
Lowest Volatility Alternatives to FDGFX
FDGFX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | FDGFX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | FDGFX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | FDGFX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | FDGFX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | FDGFX vs ACIIX |
Lowest Drawdown Alternatives to FDGFX
FDGFX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | FDGFX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | FDGFX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | FDGFX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | FDGFX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | FDGFX vs PSECX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FDGFX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FDGFX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FDGFX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FDGFX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FDGFX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FDGFX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FDGFX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FDGFX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FDGFX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FDGFX vs FTIHX |
Often Compared With FDGFX
What investors most often compare with FDGFX, based on PortfoliosLab usage data.
Compare FDGFX with Any Fund or Stock
Compare FDGFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.