Fidelity Advisor Women's Leadership Fund Class Z (FWOZX) 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 FWOZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FWOZX
FWOZX charges 0.69% annually. There are 201 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 | FWOZX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | FWOZX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | FWOZX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | FWOZX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | FWOZX vs SSSYX |
Best Risk-Adjusted Alternatives to FWOZX
FWOZX has a PortfoliosLab risk / return rank of 84. There are 22 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | FWOZX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 92.00B | Nov 2001 | FWOZX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 93 | — | Nov 2004 | FWOZX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | FWOZX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | FWOZX vs IGIAX |
Top Performing FWOZX Alternatives (YTD)
FWOZX is at 15.36% YTD. There are 22 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 32.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 32.08% | 17.20B | Dec 2004 | FWOZX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 28.16% | 92.00B | Nov 2001 | FWOZX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.37% | — | Jan 1995 | FWOZX vs IGIAX | |
| Archer Multi Cap Fund | 25.38% | — | Dec 2019 | FWOZX vs ALSMX | |
| PrimeCap Odyssey Stock Fund | 25.29% | — | Nov 2004 | FWOZX vs POSKX |
Lowest Volatility Alternatives to FWOZX
FWOZX has 13.95% 1-year volatility. There are 320 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | FWOZX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | FWOZX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.37% | — | Jul 2012 | FWOZX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.38% | — | Jul 2012 | FWOZX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.56% | — | May 2015 | FWOZX vs FSUVX |
Lowest Drawdown Alternatives to FWOZX
FWOZX has a 1-year max drawdown of -10.23%. There are 290 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | FWOZX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | FWOZX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | FWOZX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | FWOZX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | FWOZX vs QUERX |
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 | 66 | 10.19% | — | Feb 1988 | FWOZX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 87.43% | — | Jul 1985 | FWOZX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 66 | 10.74% | — | — | FWOZX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 22 | 4.50% | — | — | FWOZX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 73 | 19.05% | — | Dec 1987 | FWOZX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 42 | 10.97% | 176.32B | May 1967 | FWOZX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 63 | 10.04% | — | — | FWOZX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.54% | — | Nov 1997 | FWOZX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 62 | 15.59% | — | Jun 2016 | FWOZX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 65 | 16.50% | — | Aug 2018 | FWOZX vs FZILX |
Often Compared With FWOZX
Investors most often compare FWOZX with FGLGX, YFSIX, FGRTX. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FWOZX with Any Fund or Stock
Compare FWOZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FWOZX with funds that move differently
Fidelity Advisor Women's Leadership Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FWOZX.
Explore FWOZX Diversifiers