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 a closer substitute for your current allocation.
Cheapest Alternatives to FGRTX
FGRTX charges 0.58% annually. There are 160 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | FGRTX vs FLCPX | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | FGRTX vs BKTSX |
Best Risk-Adjusted Alternatives to FGRTX
FGRTX has a PortfoliosLab risk / return rank of 76. There are 56 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | FGRTX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | FGRTX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | FGRTX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | FGRTX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | FGRTX vs GTLOX |
Top Performing FGRTX Alternatives (YTD)
FGRTX is at 11.71% YTD. There are 117 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | FGRTX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | FGRTX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | FGRTX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | FGRTX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | FGRTX vs RESGX |
Lowest Volatility Alternatives to FGRTX
FGRTX has 12.55% 1-year volatility. There are 156 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | FGRTX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | FGRTX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | FGRTX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | FGRTX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | FGRTX vs JEPIX |
Lowest Drawdown Alternatives to FGRTX
FGRTX has a 1-year max drawdown of -8.99%. There are 181 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | FGRTX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | FGRTX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | FGRTX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | FGRTX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | FGRTX 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 | 63 | 11.06% | — | Feb 1988 | FGRTX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 92 | 69.83% | — | Jul 1985 | FGRTX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 11.89% | — | — | FGRTX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 19 | 5.06% | — | — | FGRTX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 61 | 16.81% | — | Dec 1987 | FGRTX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.81% | 176.32B | May 1967 | FGRTX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 61 | 11.15% | — | — | FGRTX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.41% | — | Nov 1997 | FGRTX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 55 | 13.57% | — | Jun 2016 | FGRTX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 61 | 14.53% | — | Aug 2018 | FGRTX vs FZILX |
Often Compared With FGRTX
Investors most often compare FGRTX with MGK, MGC, SCHD. These 20 comparison targets span 10 categories, 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.
Pair FGRTX with funds that move differently
Fidelity Mega Cap Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FGRTX.
Explore FGRTX Diversifiers