Fidelity Advisor 529 Aggressive Growth Portfolio Class I (FPDIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FPDIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FPDIX
Among 534 mutual funds in the Diversified Portfolio category with expense-ratio data, the lowest-cost alternatives shown here go as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | FPDIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FPDIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FPDIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FPDIX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FPDIX vs VTMFX |
Best Risk-Adjusted Alternatives to FPDIX
FPDIX has a PortfoliosLab risk / return rank of 61. There are 310 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | FPDIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FPDIX vs TIBIX | |
| Davis Appreciation & Income Fund | 97 | — | Apr 1992 | FPDIX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FPDIX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | FPDIX vs AYBLX |
Top Performing FPDIX Alternatives (YTD)
FPDIX is at 13.52% YTD. There are 26 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.44% | — | Jan 1998 | FPDIX vs EKBAX | |
| ICON Equity Income Fund | 20.32% | — | May 2004 | FPDIX vs IOEZX | |
| Greenspring Fund | 18.97% | — | Jun 1983 | FPDIX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.62% | — | Dec 2002 | FPDIX vs TIBIX | |
| Disciplined Growth Investors Fund | 17.68% | — | Aug 2011 | FPDIX vs DGIFX |
Lowest Volatility Alternatives to FPDIX
FPDIX has 15.32% 1-year volatility. There are 524 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | FPDIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | FPDIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.92% | — | Apr 2012 | FPDIX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | FPDIX vs AVEFX | |
| American Funds College 2027 Fund | 3.08% | — | Sep 2012 | FPDIX vs CSTAX |
Lowest Drawdown Alternatives to FPDIX
FPDIX has a 1-year max drawdown of -10.12%. There are 516 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | FPDIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FPDIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FPDIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FPDIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FPDIX vs CSTAX |
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 | 75 | 11.76% | — | Feb 1988 | FPDIX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 82 | 51.40% | — | Jul 1985 | FPDIX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 76 | 12.27% | — | — | FPDIX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 75 | 12.20% | — | — | FPDIX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 17 | 2.47% | — | — | FPDIX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 49 | 13.81% | — | Dec 1987 | FPDIX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 33 | 9.08% | 176.32B | May 1967 | FPDIX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 72 | 11.48% | — | — | FPDIX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | 12.40% | — | Nov 1997 | FPDIX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 71 | 13.68% | — | Jun 2016 | FPDIX vs FTIHX |
Often Compared With FPDIX
Investors most often compare FPDIX with FFI.AX, BERIX, QBDSX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FPDIX with Any Fund or Stock
Compare FPDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FPDIX with funds that move differently
Fidelity Advisor 529 Aggressive Growth Portfolio Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FPDIX.
Explore FPDIX Diversifiers