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 a closer substitute for your current allocation.
Cheapest Alternatives to FGIKX
FGIKX charges 0.49% annually. There are 44 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 | FGIKX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | FGIKX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FGIKX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FGIKX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | FGIKX vs VVIAX |
Best Risk-Adjusted Alternatives to FGIKX
FGIKX has a PortfoliosLab risk / return rank of 69. There are 244 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 | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 98 | — | Jun 2015 | FGIKX vs PKAIX | |
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | FGIKX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | FGIKX vs FGINX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | FGIKX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 98 | — | Dec 1999 | FGIKX vs MALVX |
Top Performing FGIKX Alternatives (YTD)
FGIKX is at 12.83% YTD. There are 219 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.79% | — | Jun 2015 | FGIKX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 28.28% | — | Nov 1935 | FGIKX vs LEXCX | |
| AMG Yacktman Focused Fund | 26.29% | — | May 1997 | FGIKX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 26.11% | — | Jun 2022 | FGIKX vs AVLVX | |
| North Square Advisory Research Small Cap Value Fun... | 26.10% | — | Nov 2009 | FGIKX vs ADVGX |
Lowest Volatility Alternatives to FGIKX
FGIKX has 11.32% 1-year volatility. There are 160 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.61% | — | Feb 2021 | FGIKX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | FGIKX vs FALGX | |
| The Income Fund of America Class R-1 | 7.33% | — | Dec 1973 | FGIKX vs RIDAX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | FGIKX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | FGIKX vs ACIIX |
Lowest Drawdown Alternatives to FGIKX
FGIKX has a 1-year max drawdown of -8.33%. There are 241 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 | FGIKX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FGIKX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FGIKX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | FGIKX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FGIKX 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 | 75 | 11.76% | — | Feb 1988 | FGIKX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 82 | 51.40% | — | Jul 1985 | FGIKX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 76 | 12.27% | — | — | FGIKX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 75 | 12.20% | — | — | FGIKX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 17 | 2.47% | — | — | FGIKX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 49 | 13.81% | — | Dec 1987 | FGIKX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 33 | 9.08% | 176.32B | May 1967 | FGIKX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 72 | 11.48% | — | — | FGIKX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | 12.40% | — | Nov 1997 | FGIKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 71 | 13.68% | — | Jun 2016 | FGIKX vs FTIHX |
Often Compared With FGIKX
Investors most often compare FGIKX with FDGRX, FVWSX, EQTIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare FGIKX with Any Fund or Stock
Compare FGIKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FGIKX with funds that move differently
Fidelity Growth & Income Portfolio Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FGIKX.
Explore FGIKX Diversifiers