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 | |
| 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 Institutional Shares | 0.04% | — | Jul 1998 | FGIKX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | FGIKX vs VVIAX |
Best Risk-Adjusted Alternatives to FGIKX
FGIKX has a PortfoliosLab risk / return rank of 42. There are 225 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 95 | — | Oct 1993 | FGIKX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | FGIKX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | FGIKX vs VALAX | |
| Integrity Dividend Harvest Fund | 94 | — | May 2012 | FGIKX vs IDIVX | |
| SA U.S. Value Fund | 94 | — | Aug 1999 | FGIKX vs SABTX |
Top Performing FGIKX Alternatives (YTD)
FGIKX is at 7.05% YTD. There are 240 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 23.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 23.37% | — | May 2006 | FGIKX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.93% | — | Jun 2022 | FGIKX vs AVLVX | |
| PIMCO RAE US Fund | 21.19% | — | Jun 2015 | FGIKX vs PKAIX | |
| Calvert US Large-Cap Value Responsible Index Fund | 20.00% | — | Jun 2015 | FGIKX vs CFJIX | |
| AMG Yacktman Focused Fund | 19.89% | — | May 1997 | FGIKX vs YAFFX |
Lowest Volatility Alternatives to FGIKX
FGIKX has 11.25% 1-year volatility. There are 148 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | FGIKX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | FGIKX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.83% | — | Feb 1996 | FGIKX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.41% | — | Dec 2007 | FGIKX vs TMMAX | |
| American Century Equity Income Fund Class I | 8.50% | — | Jul 1998 | FGIKX vs ACIIX |
Lowest Drawdown Alternatives to FGIKX
FGIKX has a 1-year max drawdown of -8.33%. There are 242 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 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 | 52 | 8.21% | — | Feb 1988 | FGIKX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 94 | 75.83% | — | Jul 1985 | FGIKX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 52 | 8.88% | — | — | FGIKX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 52 | 8.93% | — | — | FGIKX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 16 | 1.51% | — | — | FGIKX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | 13.83% | — | Dec 1987 | FGIKX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 30 | 7.14% | 176.32B | May 1967 | FGIKX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 49 | 8.03% | — | — | FGIKX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 31 | 8.45% | — | Nov 1997 | FGIKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 49 | 12.47% | — | Jun 2016 | FGIKX vs FTIHX |
Often Compared With FGIKX
Investors most often compare FGIKX with FDGRX, EQTIX, FVWSX. These 20 comparison targets span 7 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