Fidelity Dividend Growth Fund (FDGFX) belongs to the Large Cap Blend 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 a closer substitute for your current allocation.
Cheapest Alternatives to FDGFX
FDGFX charges 0.48% annually. There are 126 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | FDGFX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | FDGFX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | FDGFX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | FDGFX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | FDGFX vs WBREOX |
Best Risk-Adjusted Alternatives to FDGFX
FDGFX has a PortfoliosLab risk / return rank of 82. There are 31 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | FDGFX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | FDGFX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | FDGFX vs POGSX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | FDGFX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | FDGFX vs VPMAX |
Top Performing FDGFX Alternatives (YTD)
FDGFX is at 16.67% YTD. There are 18 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.55% | 17.20B | Dec 2004 | FDGFX vs VPCCX | |
| Integrity ESG Growth & Income Fund | 25.50% | — | Jan 1995 | FDGFX vs IGIAX | |
| PRIMECAP Odyssey Growth Fund | 25.47% | — | Nov 2004 | FDGFX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.05% | — | Dec 2015 | FDGFX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 22.83% | 92.00B | Nov 2001 | FDGFX vs VPMAX |
Lowest Volatility Alternatives to FDGFX
FDGFX has 14.79% 1-year volatility. There are 351 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.24% | — | Mar 2021 | FDGFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | FDGFX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.24% | — | Jul 2012 | FDGFX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.26% | — | Jul 2012 | FDGFX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | FDGFX vs JEPIX |
Lowest Drawdown Alternatives to FDGFX
FDGFX has a 1-year max drawdown of -10.16%. There are 284 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | FDGFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | FDGFX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | FDGFX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | FDGFX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | FDGFX vs QUERX |
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 | 69 | 11.32% | — | Feb 1988 | FDGFX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 89 | 62.20% | — | Jul 1985 | FDGFX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 69 | 11.80% | — | — | FDGFX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 17 | 4.74% | — | — | FDGFX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 56 | 16.03% | — | Dec 1987 | FDGFX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.69% | 176.32B | May 1967 | FDGFX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 65 | 11.11% | — | — | FDGFX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 45 | 10.82% | — | Nov 1997 | FDGFX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 60 | 13.34% | — | Jun 2016 | FDGFX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 66 | 14.26% | — | Aug 2018 | FDGFX vs FZILX |
Often Compared With FDGFX
Investors most often compare FDGFX with SCHD, FGRIX, FEQTX. These 20 comparison targets span 12 categories, 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.
Pair FDGFX with funds that move differently
Fidelity Dividend Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FDGFX.
Explore FDGFX Diversifiers