Fidelity Advisor Mega Cap Stock Fund Class I (FTRIX) Alternatives
Fidelity Advisor Mega Cap Stock Fund Class I (FTRIX) 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 FTRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FTRIX
FTRIX charges 0.65% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among FTRIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | FTRIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | FTRIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | FTRIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | FTRIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | FTRIX vs SSSYX |
Best Risk-Adjusted Alternatives to FTRIX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | FTRIX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | FTRIX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | FTRIX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | FTRIX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | FTRIX vs DHAMX |
Top Performing FTRIX Alternatives (YTD)
FTRIX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | FTRIX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | FTRIX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | FTRIX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | FTRIX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | FTRIX vs RCKSX |
Lowest Volatility Alternatives to FTRIX
FTRIX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | FTRIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | FTRIX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | FTRIX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | FTRIX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | FTRIX vs QUERX |
Lowest Drawdown Alternatives to FTRIX
FTRIX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | FTRIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | FTRIX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | FTRIX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | FTRIX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | FTRIX vs GQEIX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FTRIX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FTRIX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FTRIX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FTRIX vs FSELX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FTRIX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FTRIX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FTRIX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FTRIX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FTRIX vs FTIHX | |
| Fidelity ZERO International Index Fund | Large Cap Blend Equities, Foreign Large Cap Equities | 80 | -0.81% | — | FTRIX vs FZILX |
Often Compared With FTRIX
What investors most often compare with FTRIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Mega Cap Stock Fund | Large Cap Blend Equities | 77 | -5.09% | Dec 28, 1998 | FTRIX vs FGRTX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | Jun 1, 1999 | FTRIX vs SWTSX | |
| Gabelli Global Financial Services Fund | Financials Equities | 78 | -3.88% | Oct 1, 2018 | FTRIX vs GFSIX | |
| Allspring Disciplined U.S. Core Fund | Large Cap Blend Equities | 56 | -6.75% | Feb 28, 1990 | FTRIX vs EVSAX | |
| Fidelity Large Cap Stock Fund | Large Cap Value Equities | 79 | -4.93% | Jun 22, 1995 | FTRIX vs FLCSX | |
| AQR Global Equity Fund | Global Equities | 47 | -6.63% | Dec 30, 2009 | FTRIX vs AQGIX | |
| State Street Hedged International Developed Equity... | Foreign Large Cap Equities | 65 | 0.51% | May 29, 2015 | FTRIX vs SSHQX | |
| The Investment Company of America Class R-6 | Large Cap Blend Equities | 49 | -7.63% | Jan 1, 1934 | FTRIX vs RICGX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | FTRIX vs EKBAX |
Compare FTRIX with Any Fund or Stock
Compare FTRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.