Fidelity Growth & Income Portfolio (FGRIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FGRIX
FGRIX charges 0.57% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among FGRIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | FGRIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | FGRIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | FGRIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | FGRIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | FGRIX vs VVIAX |
Best Risk-Adjusted Alternatives to FGRIX
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 | FGRIX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | FGRIX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | FGRIX vs TOWFX | |
| Dodge & Cox International Stock Fund | 86 | — | FGRIX vs DODFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | FGRIX vs NEIMX |
Top Performing FGRIX Alternatives (YTD)
FGRIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | FGRIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | FGRIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | FGRIX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | FGRIX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | FGRIX vs SVAIX |
Lowest Volatility Alternatives to FGRIX
FGRIX 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 | FGRIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | FGRIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | FGRIX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | FGRIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | FGRIX vs ACIIX |
Lowest Drawdown Alternatives to FGRIX
FGRIX 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 | FGRIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | FGRIX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | FGRIX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | FGRIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | FGRIX 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 | FGRIX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 60 | -3.98% | — | FGRIX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 41 | -9.77% | — | FGRIX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 96 | 7.19% | Jul 29, 1985 | FGRIX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 59 | -3.98% | — | FGRIX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 71 | -7.12% | Dec 31, 1987 | FGRIX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | -4.59% | — | FGRIX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 62 | -5.35% | May 17, 1967 | FGRIX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 76 | 0.95% | Nov 5, 1997 | FGRIX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 86 | 1.79% | Jun 7, 2016 | FGRIX vs FTIHX |
Often Compared With FGRIX
What investors most often compare with FGRIX, 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.