Fidelity Advisor Mega Cap Stock Fund Class A (FGTAX) 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 FGTAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FGTAX
FGTAX charges 0.90% annually. There are 270 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 | FGTAX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | FGTAX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | FGTAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | FGTAX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | FGTAX vs WBREOX |
Best Risk-Adjusted Alternatives to FGTAX
FGTAX has a PortfoliosLab risk / return rank of 79. There are 48 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 | FGTAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | FGTAX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | FGTAX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | FGTAX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | FGTAX vs GTLOX |
Top Performing FGTAX Alternatives (YTD)
FGTAX is at 10.34% YTD. There are 219 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 | FGTAX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | FGTAX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | FGTAX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | FGTAX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | FGTAX vs IGIAX |
Lowest Volatility Alternatives to FGTAX
FGTAX has 11.97% 1-year volatility. There are 170 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 | FGTAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | FGTAX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | FGTAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | FGTAX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | FGTAX vs FULVX |
Lowest Drawdown Alternatives to FGTAX
FGTAX has a 1-year max drawdown of -9.04%. There are 192 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 | FGTAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | FGTAX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | FGTAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | FGTAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | FGTAX 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 | FGTAX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 85.56% | — | Jul 1985 | FGTAX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 72 | 12.01% | — | — | FGTAX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 32 | 8.60% | — | — | FGTAX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 75 | 18.56% | — | Dec 1987 | FGTAX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 35 | 7.76% | 176.32B | May 1967 | FGTAX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 71 | 11.56% | — | — | FGTAX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 27 | 9.51% | — | Nov 1997 | FGTAX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 58 | 15.53% | — | Jun 2016 | FGTAX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 60 | 16.29% | — | Aug 2018 | FGTAX vs FZILX |
Often Compared With FGTAX
Investors most often compare FGTAX with FGRTX, MGK, EILGX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare FGTAX with Any Fund or Stock
Compare FGTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FGTAX with funds that move differently
Fidelity Advisor Mega Cap Stock Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FGTAX.
Explore FGTAX Diversifiers