Fidelity Advisor Capital Development Fund Class M (FDTZX) 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 FDTZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FDTZX
FDTZX charges 1.33% annually. There are 297 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 | FDTZX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | FDTZX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FDTZX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FDTZX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | FDTZX vs VVIAX |
Best Risk-Adjusted Alternatives to FDTZX
FDTZX has a PortfoliosLab risk / return rank of 66. There are 231 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | FDTZX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | FDTZX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | FDTZX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | FDTZX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | FDTZX vs MALVX |
Top Performing FDTZX Alternatives (YTD)
FDTZX is at 10.40% YTD. There are 247 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | FDTZX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | FDTZX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | FDTZX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | FDTZX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | FDTZX vs YAFFX |
Lowest Volatility Alternatives to FDTZX
FDTZX has 13.14% 1-year volatility. There are 267 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | FDTZX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | FDTZX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | FDTZX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | FDTZX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | FDTZX vs ACIIX |
Lowest Drawdown Alternatives to FDTZX
FDTZX has a 1-year max drawdown of -9.71%. There are 284 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 | FDTZX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FDTZX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FDTZX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | FDTZX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FDTZX 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 | 64 | 9.35% | — | Feb 1988 | FDTZX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FDTZX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FDTZX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FDTZX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FDTZX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FDTZX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FDTZX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FDTZX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FDTZX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FDTZX vs FTIHX |
Often Compared With FDTZX
Investors most often compare FDTZX with FDETX, TOWFX, VOO. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare FDTZX with Any Fund or Stock
Compare FDTZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FDTZX with funds that move differently
Fidelity Advisor Capital Development Fund Class M alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FDTZX.
Explore FDTZX Diversifiers