Fidelity Series Large Cap Stock Fund (FGLGX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FGLGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FGLGX
FGLGX charges 0.00% annually. No mutual funds in the Large Cap Blend Equities category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | FGLGX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | FGLGX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | FGLGX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | FGLGX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | FGLGX vs SSSYX |
Best Risk-Adjusted Alternatives to FGLGX
FGLGX has a PortfoliosLab risk / return rank of 80. There are 44 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | FGLGX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | FGLGX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | FGLGX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | FGLGX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | FGLGX vs GTLOX |
Top Performing FGLGX Alternatives (YTD)
FGLGX is at 10.11% YTD. There are 226 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | FGLGX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | FGLGX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | FGLGX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | FGLGX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | FGLGX vs IGIAX |
Lowest Volatility Alternatives to FGLGX
FGLGX has 12.27% 1-year volatility. There are 249 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | FGLGX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | FGLGX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | FGLGX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | FGLGX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | FGLGX vs FULVX |
Lowest Drawdown Alternatives to FGLGX
FGLGX has a 1-year max drawdown of -9.43%. There are 224 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | FGLGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | FGLGX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | FGLGX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | FGLGX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | FGLGX vs QUERX |
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 | 73 | 11.71% | — | Feb 1988 | FGLGX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 85.56% | — | Jul 1985 | FGLGX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 72 | 12.01% | — | — | FGLGX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 32 | 8.60% | — | — | FGLGX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 75 | 18.56% | — | Dec 1987 | FGLGX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 35 | 7.76% | 176.32B | May 1967 | FGLGX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 71 | 11.56% | — | — | FGLGX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 27 | 9.51% | — | Nov 1997 | FGLGX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 58 | 15.53% | — | Jun 2016 | FGLGX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 60 | 16.29% | — | Aug 2018 | FGLGX vs FZILX |
Often Compared With FGLGX
Investors most often compare FGLGX with FGRTX, VIHAX, QQQ. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare FGLGX with Any Fund or Stock
Compare FGLGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FGLGX with funds that move differently
Fidelity Series Large Cap Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FGLGX.
Explore FGLGX Diversifiers