Fidelity Advisor Founders Fund Class I (FIFVX) belongs to the Large 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 FIFVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIFVX
FIFVX charges 0.85% annually. There are 216 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | FIFVX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | FIFVX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | FIFVX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | FIFVX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | FIFVX vs TILIX |
Best Risk-Adjusted Alternatives to FIFVX
FIFVX has a PortfoliosLab risk / return rank of 22. There are 166 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | FIFVX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | FIFVX vs ONERX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | FIFVX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | FIFVX vs CHASX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 86 | 31.20B | Nov 2001 | FIFVX vs VHCAX |
Top Performing FIFVX Alternatives (YTD)
FIFVX is at 6.93% YTD. There are 178 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | FIFVX vs ONERX | |
| ICON Equity Fund | 27.06% | — | Oct 2002 | FIFVX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 25.28% | — | Feb 2017 | FIFVX vs FUMIX | |
| Chase Growth Fund | 25.25% | — | Dec 1997 | FIFVX vs CHASX | |
| Chase Growth Fund Institutional Class | 25.21% | — | Jan 2007 | FIFVX vs CHAIX |
Lowest Volatility Alternatives to FIFVX
FIFVX has 15.66% 1-year volatility. There are 121 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.84% | — | Sep 2019 | FIFVX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.75% | — | Jan 2005 | FIFVX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.05% | — | Dec 2015 | FIFVX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | FIFVX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | FIFVX vs GQEPX |
Lowest Drawdown Alternatives to FIFVX
FIFVX has a 1-year max drawdown of -12.27%. There are 106 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | FIFVX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | FIFVX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | FIFVX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | FIFVX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | FIFVX vs DNVYX |
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 | 60 | 10.18% | — | Feb 1988 | FIFVX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 89 | 60.71% | — | Jul 1985 | FIFVX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 62 | 11.00% | — | — | FIFVX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 61 | 10.98% | — | — | FIFVX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 52 | 14.20% | — | Dec 1987 | FIFVX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 35 | 9.37% | 176.32B | May 1967 | FIFVX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 58 | 10.25% | — | — | FIFVX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 9.38% | — | Nov 1997 | FIFVX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 50 | 11.66% | — | Jun 2016 | FIFVX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 56 | 12.63% | — | Aug 2018 | FIFVX vs FZILX |
Often Compared With FIFVX
Investors most often compare FIFVX with HAWX, ^GSPC, IHDG. These 19 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare FIFVX with Any Fund or Stock
Compare FIFVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIFVX with funds that move differently
Fidelity Advisor Founders Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIFVX.
Explore FIFVX Diversifiers