Fidelity Growth & Income Portfolio Class K (FGIKX) Alternatives
Fidelity Growth & Income Portfolio Class K (FGIKX) 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 FGIKX. 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 FGIKX
FGIKX charges 0.49% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among FGIKX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | FGIKX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | FGIKX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | FGIKX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | FGIKX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | FGIKX vs VVIAX |
Best Risk-Adjusted Alternatives to FGIKX
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... | 94 | Mar 2, 2016 | FGIKX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | FGIKX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | FGIKX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | FGIKX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | FGIKX vs NEIMX |
Top Performing FGIKX Alternatives (YTD)
FGIKX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 19.97% | Jan 1, 1984 | FGIKX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | FGIKX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | FGIKX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | FGIKX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | FGIKX vs SVAIX |
Lowest Volatility Alternatives to FGIKX
FGIKX 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 | 4.71% | Feb 1, 2021 | FGIKX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.54% | Dec 1, 1973 | FGIKX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | FGIKX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | FGIKX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | FGIKX vs ACIIX |
Lowest Drawdown Alternatives to FGIKX
FGIKX 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 | FGIKX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | FGIKX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | FGIKX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | FGIKX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | FGIKX vs RIDAX |
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 | 60 | -4.34% | Feb 17, 1988 | FGIKX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 60 | -3.98% | — | FGIKX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 41 | -9.77% | — | FGIKX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 96 | 7.19% | Jul 29, 1985 | FGIKX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 59 | -3.98% | — | FGIKX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 71 | -7.12% | Dec 31, 1987 | FGIKX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | -4.59% | — | FGIKX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 62 | -5.35% | May 17, 1967 | FGIKX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 76 | 0.95% | Nov 5, 1997 | FGIKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 86 | 1.79% | Jun 7, 2016 | FGIKX vs FTIHX |
Often Compared With FGIKX
What investors most often compare with FGIKX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund | Large Cap Growth Equities | 76 | -2.70% | — | FGIKX vs FDGRX | |
| Shelton Equity Income Fund | Derivative Income | 21 | -5.60% | Sep 3, 1996 | FGIKX vs EQTIX | |
| Vanguard S&P 500 ETF | S&P 500 | 60 | -3.66% | Sep 7, 2010 | FGIKX vs VOO | |
| Fidelity Growth & Income Portfolio | Large Cap Value Equities | 76 | -0.48% | Dec 30, 1985 | FGIKX vs FGRIX | |
| Fidelity Series Opportunistic Insights Fund | Large Cap Growth Equities | 74 | -4.16% | Dec 6, 2012 | FGIKX vs FVWSX | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 59 | 2.23% | Sep 29, 1995 | FGIKX vs DAGVX |
Compare FGIKX with Any Fund or Stock
Compare FGIKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.