Fidelity Growth & Income Portfolio (FGRIX) 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 FGRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FGRIX
FGRIX charges 0.57% annually. There are 71 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 | FGRIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | FGRIX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FGRIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FGRIX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | FGRIX vs VVIAX |
Best Risk-Adjusted Alternatives to FGRIX
FGRIX has a PortfoliosLab risk / return rank of 75. There are 201 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 | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | FGRIX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | FGRIX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | FGRIX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | FGRIX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | FGRIX vs MALVX |
Top Performing FGRIX Alternatives (YTD)
FGRIX is at 11.12% YTD. There are 227 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | FGRIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | FGRIX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | FGRIX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | FGRIX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | FGRIX vs YAFFX |
Lowest Volatility Alternatives to FGRIX
FGRIX has 11.04% 1-year volatility. There are 126 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | FGRIX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | FGRIX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | FGRIX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | FGRIX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | FGRIX vs ACIIX |
Lowest Drawdown Alternatives to FGRIX
FGRIX has a 1-year max drawdown of -8.35%. There are 244 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 | FGRIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FGRIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FGRIX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | FGRIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FGRIX 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 | 64 | 9.35% | — | Feb 1988 | FGRIX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FGRIX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FGRIX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FGRIX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FGRIX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FGRIX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FGRIX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FGRIX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FGRIX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FGRIX vs FTIHX |
Often Compared With FGRIX
Investors most often compare FGRIX with FDVV, FDGFX, FEQIX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare FGRIX with Any Fund or Stock
Compare FGRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FGRIX with funds that move differently
Fidelity Growth & Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FGRIX.
Explore FGRIX Diversifiers