Fidelity Advisor Large Cap Stock Fund Class I (FHZTX) 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 FHZTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FHZTX
FHZTX charges 0.77% annually. There are 232 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | FHZTX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | FHZTX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | FHZTX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | FHZTX vs FLCPX | |
| Vanguard Institutional Total Stock Market Index Fu... | 0.02% | 35.20B | May 2001 | FHZTX vs VITPX |
Best Risk-Adjusted Alternatives to FHZTX
Among 400 mutual funds in the Large Cap Blend Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | FHZTX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 94 | 17.20B | Dec 2004 | FHZTX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | FHZTX vs VPMAX | |
| PRIMECAP Odyssey Growth Fund | 91 | — | Nov 2004 | FHZTX vs POGRX | |
| Pin Oak Equity | 91 | — | Aug 1992 | FHZTX vs POGSX |
Top Performing FHZTX Alternatives (YTD)
Among 401 mutual funds in the Large Cap Blend Equities category with YTD return data, the top-performing alternatives shown here go as high as 29.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.27% | 17.20B | Dec 2004 | FHZTX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 28.22% | — | Nov 2004 | FHZTX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.58% | — | Jan 1995 | FHZTX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.63% | 92.00B | Nov 2001 | FHZTX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.11% | — | Dec 2015 | FHZTX vs RESGX |
Lowest Volatility Alternatives to FHZTX
FHZTX has 14.65% 1-year volatility. There are 345 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 | FHZTX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | FHZTX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.25% | — | Jul 2012 | FHZTX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.27% | — | Jul 2012 | FHZTX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | FHZTX vs JEPIX |
Lowest Drawdown Alternatives to FHZTX
Among 400 mutual funds in the Large Cap Blend Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | FHZTX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | FHZTX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | FHZTX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | FHZTX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | FHZTX 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 | 65 | 10.87% | — | Feb 1988 | FHZTX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 92 | 69.51% | — | Jul 1985 | FHZTX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 11.51% | — | — | FHZTX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 18 | 4.54% | — | — | FHZTX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 61 | 16.64% | — | Dec 1987 | FHZTX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 10.44% | 176.32B | May 1967 | FHZTX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 61 | 10.70% | — | — | FHZTX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.16% | — | Nov 1997 | FHZTX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 56 | 13.16% | — | Jun 2016 | FHZTX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 61 | 14.05% | — | Aug 2018 | FHZTX vs FZILX |
Often Compared With FHZTX
Investors most often compare FHZTX with ALSMX, SSEYX, POSKX. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FHZTX with Any Fund or Stock
Compare FHZTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FHZTX with funds that move differently
Fidelity Advisor Large Cap Stock Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FHZTX.
Explore FHZTX Diversifiers