Fidelity Dividend Growth Fund Class K (FDGKX) Alternatives
Fidelity Dividend Growth Fund Class K (FDGKX) 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 FDGKX. 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 FDGKX
FDGKX charges 0.38% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among FDGKX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | FDGKX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | FDGKX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | FDGKX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | FDGKX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | FDGKX vs TILVX |
Best Risk-Adjusted Alternatives to FDGKX
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 | FDGKX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | FDGKX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | FDGKX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | FDGKX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | FDGKX vs VALAX |
Top Performing FDGKX Alternatives (YTD)
FDGKX 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 | FDGKX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | FDGKX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | FDGKX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | FDGKX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | FDGKX vs HFCVX |
Lowest Volatility Alternatives to FDGKX
FDGKX 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 | FDGKX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | FDGKX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | FDGKX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | FDGKX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | FDGKX vs ACIIX |
Lowest Drawdown Alternatives to FDGKX
FDGKX 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 | FDGKX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | FDGKX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | FDGKX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | FDGKX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | FDGKX 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 | FDGKX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FDGKX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FDGKX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FDGKX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FDGKX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FDGKX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FDGKX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FDGKX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FDGKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FDGKX vs FTIHX |
Often Compared With FDGKX
What investors most often compare with FDGKX, based on PortfoliosLab usage data.
Compare FDGKX with Any Fund or Stock
Compare FDGKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.