Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FIDGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIDGX
FIDGX charges 0.90% annually. There are 39 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | FIDGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | FIDGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | FIDGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | FIDGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | FIDGX vs VISGX |
Best Risk-Adjusted Alternatives to FIDGX
FIDGX has a PortfoliosLab risk / return rank of 65. There are 24 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | FIDGX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | FIDGX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | FIDGX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | FIDGX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | FIDGX vs NESGX |
Top Performing FIDGX Alternatives (YTD)
FIDGX is at 20.97% YTD. There are 25 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | FIDGX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | FIDGX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | FIDGX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | FIDGX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 31.89% | — | Sep 2001 | FIDGX vs NEAGX |
Lowest Volatility Alternatives to FIDGX
FIDGX has 22.72% 1-year volatility. There are 107 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | FIDGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | FIDGX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | FIDGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | FIDGX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | FIDGX vs ETEGX |
Lowest Drawdown Alternatives to FIDGX
FIDGX has a 1-year max drawdown of -13.09%. There are 58 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | FIDGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | FIDGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | FIDGX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | FIDGX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | FIDGX vs SGPIX |
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 | 64 | 9.35% | — | Feb 1988 | FIDGX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FIDGX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FIDGX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FIDGX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FIDGX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FIDGX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FIDGX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FIDGX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FIDGX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FIDGX vs FTIHX |
Often Compared With FIDGX
Investors most often compare FIDGX with FBCG, FCPGX, FSSNX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FIDGX with Any Fund or Stock
Compare FIDGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIDGX with funds that move differently
Fidelity Advisor Small Cap Growth Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIDGX.
Explore FIDGX Diversifiers