Fidelity Advisor Mega Cap Stock Fund Class M (FTGRX) 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 FTGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTGRX
FTGRX charges 1.15% annually. There are 336 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | FTGRX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | FTGRX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | FTGRX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | FTGRX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | FTGRX vs VSMPX |
Best Risk-Adjusted Alternatives to FTGRX
FTGRX has a PortfoliosLab risk / return rank of 68. There are 80 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | FTGRX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | FTGRX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | FTGRX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | FTGRX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | FTGRX vs POGSX |
Top Performing FTGRX Alternatives (YTD)
FTGRX is at 10.36% YTD. There are 113 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | FTGRX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | FTGRX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | FTGRX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | FTGRX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | FTGRX vs IGIAX |
Lowest Volatility Alternatives to FTGRX
FTGRX has 12.84% 1-year volatility. There are 128 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 | FTGRX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | FTGRX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | FTGRX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | FTGRX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | FTGRX vs SILVX |
Lowest Drawdown Alternatives to FTGRX
FTGRX has a 1-year max drawdown of -9.06%. There are 188 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | FTGRX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | FTGRX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | FTGRX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | FTGRX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | FTGRX vs AMFEX |
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 | FTGRX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FTGRX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FTGRX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FTGRX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FTGRX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FTGRX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FTGRX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FTGRX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FTGRX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 76 | 14.05% | — | Aug 2018 | FTGRX vs FZILX |
Often Compared With FTGRX
Investors most often compare FTGRX with BBUS, SCPAX, VTSAX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare FTGRX with Any Fund or Stock
Compare FTGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTGRX with funds that move differently
Fidelity Advisor Mega Cap Stock Fund Class M alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTGRX.
Explore FTGRX Diversifiers