Fidelity Advisor Large Cap Fund Class Z (FIDLX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FIDLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIDLX
FIDLX charges 0.42% annually. There are 36 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | FIDLX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FIDLX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | FIDLX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | FIDLX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | FIDLX vs TILVX |
Best Risk-Adjusted Alternatives to FIDLX
FIDLX has a PortfoliosLab risk / return rank of 62. There are 137 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | FIDLX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | FIDLX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | FIDLX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | FIDLX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | FIDLX vs SABTX |
Top Performing FIDLX Alternatives (YTD)
FIDLX is at 0.02% YTD. There are 316 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 31.39%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 31.39% | — | May 1997 | FIDLX vs YAFFX | |
| PIMCO RAE US Fund | 23.68% | — | Jun 2015 | FIDLX vs PKAIX | |
| Al Frank Fund | 21.52% | — | May 2006 | FIDLX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 20.67% | — | Jun 2022 | FIDLX vs AVLVX | |
| AMG Yacktman Fund | 20.51% | — | Jul 1992 | FIDLX vs YACKX |
Lowest Volatility Alternatives to FIDLX
FIDLX has 8.10% 1-year volatility. There are 7 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.91% | — | Sep 2017 | FIDLX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | FIDLX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.14% | — | Dec 1973 | FIDLX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class C | 8.08% | — | Nov 1997 | FIDLX vs FLCCX | |
| Fidelity Advisor Large Cap Fund Class I | 8.08% | — | Feb 1996 | FIDLX vs FALIX |
Lowest Drawdown Alternatives to FIDLX
FIDLX has a 1-year max drawdown of -5.03%. There are 7 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | FIDLX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | FIDLX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FIDLX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | FIDLX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FIDLX vs SVAIX |
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 | FIDLX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 85.56% | — | Jul 1985 | FIDLX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 72 | 12.01% | — | — | FIDLX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 32 | 8.60% | — | — | FIDLX vs FSPGX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 71 | 12.08% | — | — | FIDLX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 75 | 18.56% | — | Dec 1987 | FIDLX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 35 | 7.76% | 176.32B | May 1967 | FIDLX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 71 | 11.56% | — | — | FIDLX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 27 | 9.51% | — | Nov 1997 | FIDLX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 58 | 15.53% | — | Jun 2016 | FIDLX vs FTIHX |
Often Compared With FIDLX
Investors most often compare FIDLX with VOO, FGKFX, VOOG. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare FIDLX with Any Fund or Stock
Compare FIDLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIDLX with funds that move differently
Fidelity Advisor Large Cap Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIDLX.
Explore FIDLX Diversifiers