Fidelity Mega Cap Stock Fund (FGRTX) Alternatives
Fidelity Mega Cap Stock Fund (FGRTX) 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 FGRTX. 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 FGRTX
FGRTX charges 0.61% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among FGRTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | FGRTX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | FGRTX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | FGRTX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | FGRTX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | FGRTX vs SSSYX |
Best Risk-Adjusted Alternatives to FGRTX
Among mutual funds in the Large Cap Blend 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 PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | FGRTX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | FGRTX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | FGRTX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | FGRTX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | FGRTX vs DHAMX |
Top Performing FGRTX Alternatives (YTD)
FGRTX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | FGRTX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | FGRTX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | FGRTX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | FGRTX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | FGRTX vs RCKSX |
Lowest Volatility Alternatives to FGRTX
FGRTX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | FGRTX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | FGRTX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | FGRTX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | FGRTX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | FGRTX vs QUERX |
Lowest Drawdown Alternatives to FGRTX
FGRTX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | FGRTX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | FGRTX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | FGRTX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | FGRTX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | FGRTX vs GQEIX |
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 | 46 | -7.05% | Feb 17, 1988 | FGRTX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FGRTX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FGRTX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FGRTX vs FSELX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FGRTX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FGRTX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FGRTX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FGRTX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FGRTX vs FTIHX | |
| Fidelity ZERO International Index Fund | Large Cap Blend Equities, Foreign Large Cap Equities | 80 | -0.81% | — | FGRTX vs FZILX |
Often Compared With FGRTX
What investors most often compare with FGRTX, based on PortfoliosLab usage data.
Compare FGRTX with Any Fund or Stock
Compare FGRTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.