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 a closer substitute for your current allocation.
Cheapest Alternatives to FDGKX
FDGKX charges 0.38% annually. There are 32 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | FDGKX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FDGKX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FDGKX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | FDGKX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | FDGKX vs VVIAX |
Best Risk-Adjusted Alternatives to FDGKX
FDGKX has a PortfoliosLab risk / return rank of 80. There are 99 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | FDGKX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | FDGKX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | FDGKX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | FDGKX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | FDGKX vs AVLVX |
Top Performing FDGKX Alternatives (YTD)
FDGKX is at 18.03% YTD. There are 21 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | FDGKX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | FDGKX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | FDGKX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | FDGKX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | FDGKX vs NPRTX |
Lowest Volatility Alternatives to FDGKX
FDGKX has 14.80% 1-year volatility. There are 306 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | FDGKX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | FDGKX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | FDGKX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | FDGKX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | FDGKX vs TMMAX |
Lowest Drawdown Alternatives to FDGKX
FDGKX has a 1-year max drawdown of -10.15%. There are 293 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | FDGKX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FDGKX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FDGKX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | FDGKX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FDGKX vs SVAIX |
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 | 65 | 9.79% | — | Feb 1988 | FDGKX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 89.12% | — | Jul 1985 | FDGKX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 10.41% | — | — | FDGKX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 10.43% | — | — | FDGKX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 21 | 3.18% | — | — | FDGKX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 68 | 16.84% | — | Dec 1987 | FDGKX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 8.62% | 176.32B | May 1967 | FDGKX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 62 | 9.63% | — | — | FDGKX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 39 | 10.74% | — | Nov 1997 | FDGKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 66 | 15.70% | — | Jun 2016 | FDGKX vs FTIHX |
Often Compared With FDGKX
Investors most often compare FDGKX with VDIGX, FDGFX, VYM. These 20 comparison targets span 10 categories, 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.
Pair FDGKX with funds that move differently
Fidelity Dividend Growth Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FDGKX.
Explore FDGKX Diversifiers