FGEAX Alternatives & Similar Mutual Funds

Fidelity Advisor Global Capital Appreciation Fund Class A (FGEAX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FGEAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FGEAX

FGEAX charges 1.15% annually. There are 180 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	FGEAX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	FGEAX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	FGEAX vs SSGLX
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	FGEAX vs UCEQX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	95.30B	Feb 2019	FGEAX vs VTWAX

Best Risk-Adjusted Alternatives to FGEAX

FGEAX has a PortfoliosLab risk / return rank of 51. There are 93 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	95	—	Jun 2014	FGEAX vs LVAGX
PGVFX	Polaris Global Value Fund	93	—	May 1998	FGEAX vs PGVFX
EPSYX	MainStay Epoch Global Equity Yield Fund	92	—	Dec 2005	FGEAX vs EPSYX
GMGEX	GMO Global Equity Allocation Fund	91	—	Nov 1996	FGEAX vs GMGEX
JGYIX	John Hancock Global Shareholder Yield Fund	91	—	Feb 2007	FGEAX vs JGYIX

Top Performing FGEAX Alternatives (YTD)

FGEAX is at 16.06% YTD. There are 39 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.

Symbol	Name	YTD Return	AUM	Inception
PGTIX	T. Rowe Price Global Technology Fund I Class	42.58%	—	Nov 2016	FGEAX vs PGTIX
OBEGX	Oberweis Global Opportunities Fund	31.52%	—	Jan 1987	FGEAX vs OBEGX
AGLOX	Ariel Global Fund	26.71%	—	Dec 2011	FGEAX vs AGLOX
PRGSX	T. Rowe Price Global Stock Fund	24.54%	—	Dec 1995	FGEAX vs PRGSX
FIQOX	Fidelity Advisor Worldwide Fund Class Z	24.23%	—	Oct 2018	FGEAX vs FIQOX

Lowest Volatility Alternatives to FGEAX

FGEAX has 17.89% 1-year volatility. There are 203 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	7.03%	2.00B	Dec 2013	FGEAX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.05%	2.00B	Dec 2013	FGEAX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.20%	—	Jul 2006	FGEAX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.57%	—	Sep 1990	FGEAX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.69%	—	Jan 2016	FGEAX vs SGMAX

Lowest Drawdown Alternatives to FGEAX

FGEAX has a 1-year max drawdown of -13.03%. There are 194 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	FGEAX vs RTXAX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	FGEAX vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	-5.88%	—	Jan 2016	FGEAX vs SGMAX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-5.99%	—	Aug 2017	FGEAX vs CSUAX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	-5.99%	—	Jul 2006	FGEAX vs SVTAX

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
FXAIX	Fidelity 500 Index Fund	S&P 500	65	9.79%	—	Feb 1988	FGEAX vs FXAIX
FSELX	Fidelity Select Semiconductors Portfolio	Semiconductors, Technology Equities	96	89.12%	—	Jul 1985	FGEAX vs FSELX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	65	10.41%	—	—	FGEAX vs FZROX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	64	10.43%	—	—	FGEAX vs FSKAX
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	21	3.18%	—	—	FGEAX vs FSPGX
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	68	16.84%	—	Dec 1987	FGEAX vs FBGRX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	37	8.62%	176.32B	May 1967	FGEAX vs FCNTX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	62	9.63%	—	—	FGEAX vs FNILX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	39	10.74%	—	Nov 1997	FGEAX vs FSPSX
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	66	15.70%	—	Jun 2016	FGEAX vs FTIHX

Often Compared With FGEAX

Investors most often compare FGEAX with DGRO, ARTHX, GCCHX. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DGRO	iShares Core Dividend Growth ETF	Large Cap Growth Equities, Dividend	75	9.19%	41.89B	Jun 2014	FGEAX vs DGRO
ARTHX	Artisan Global Equity Fund	Global Equities	47	11.61%	—	Mar 2010	FGEAX vs ARTHX
GCCHX	GMO Climate Change Fund	Global Equities	88	20.11%	—	Apr 2017	FGEAX vs GCCHX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	Global Equities	7	4.25%	—	Mar 2019	FGEAX vs GQRIX
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	82	18.53%	—	May 2007	FGEAX vs CAEIX
FGIAX	Nuveen Global Infrastructure Fund Class A	Global Equities	48	11.69%	—	Dec 2007	FGEAX vs FGIAX
PRAFX	T. Rowe Price Real Assets Fund	Global Equities	47	11.43%	—	Jul 2010	FGEAX vs PRAFX
GQFPX	GQG Partners Global Quality Dividend Income Fund	Global Equities	29	6.50%	—	Jun 2021	FGEAX vs GQFPX
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	90	14.50%	3.90B	May 1984	FGEAX vs VGPMX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	Global Equities	34	8.80%	—	—	FGEAX vs GLIFX
MVGIX	MFS Low Volatility Global Equity Fund	Global Equities	20	2.20%	—	Dec 2013	FGEAX vs MVGIX
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	86	11.36%	—	Sep 1996	FGEAX vs FMIEX
GQRPX	GQG Partners Global Quality Equity Fund	Global Equities	7	4.15%	—	Mar 2019	FGEAX vs GQRPX
NALFX	New Alternatives Fund	Global Equities	63	18.71%	—	Sep 1982	FGEAX vs NALFX
MDGCX	BlackRock Advantage Global Fund, Inc.	Global Equities	90	17.78%	—	Aug 1994	FGEAX vs MDGCX
SGSCX	DWS Global Small Cap Fund	Global Equities	87	21.49%	—	Sep 1991	FGEAX vs SGSCX
VGWE.DE	Vanguard FTSE All-World High Dividend Yield UCITS ...	Dividend	90	14.54%	—	Sep 2019	FGEAX vs VGWE.DE
CIGEX	Calamos Global Equity Fund	Global Equities	47	22.14%	—	Feb 2007	FGEAX vs CIGEX

Compare FGEAX with Any Fund or Stock

Compare FGEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair FGEAX with funds that move differently

Fidelity Advisor Global Capital Appreciation Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FGEAX.

Explore FGEAX Diversifiers

Fidelity Advisor Global Capital Appreciation Fund Class A (FGEAX) Alternatives