Fidelity Advisor New Insights Fund Class Z (FZANX) 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 FZANX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FZANX
FZANX charges 0.56% annually. There are 73 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | FZANX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | FZANX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | FZANX vs FSPGX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | FZANX vs TILIX | |
| Vanguard S&P 500 Growth Index Fund Institutional S... | 0.05% | — | Apr 2019 | FZANX vs VSPGX |
Best Risk-Adjusted Alternatives to FZANX
FZANX has a PortfoliosLab risk / return rank of 36. There are 96 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 95 | — | Feb 1969 | FZANX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 96.10B | Nov 1984 | FZANX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 32.70B | Nov 2001 | FZANX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 87 | — | Sep 1990 | FZANX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 87 | — | Aug 2013 | FZANX vs FZAPX |
Top Performing FZANX Alternatives (YTD)
FZANX is at 9.79% YTD. There are 125 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 35.36%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 35.36% | — | Mar 2020 | FZANX vs ONERX | |
| ICON Equity Fund | 29.68% | — | Oct 2002 | FZANX vs IOLZX | |
| Chase Growth Fund | 23.80% | — | Dec 1997 | FZANX vs CHASX | |
| Chase Growth Fund Institutional Class | 23.79% | — | Jan 2007 | FZANX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 23.25% | — | Feb 2004 | FZANX vs GTLLX |
Lowest Volatility Alternatives to FZANX
FZANX has 16.22% 1-year volatility. There are 130 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.58% | — | Sep 2019 | FZANX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.98% | — | Jan 2005 | FZANX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.20% | — | Apr 2010 | FZANX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | FZANX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.68% | — | Sep 2018 | FZANX vs GQEPX |
Lowest Drawdown Alternatives to FZANX
FZANX has a 1-year max drawdown of -10.38%. There are 37 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 | FZANX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | FZANX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | FZANX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | FZANX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | FZANX 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 | 75 | 11.76% | — | Feb 1988 | FZANX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 82 | 51.40% | — | Jul 1985 | FZANX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 76 | 12.27% | — | — | FZANX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 75 | 12.20% | — | — | FZANX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 49 | 13.81% | — | Dec 1987 | FZANX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 33 | 9.08% | 176.32B | May 1967 | FZANX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 72 | 11.48% | — | — | FZANX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | 12.40% | — | Nov 1997 | FZANX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 71 | 13.68% | — | Jun 2016 | FZANX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 76 | 14.73% | — | Aug 2018 | FZANX vs FZILX |
Often Compared With FZANX
Investors most often compare FZANX with FNIAX, FINSX, FZACX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare FZANX with Any Fund or Stock
Compare FZANX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FZANX with funds that move differently
Fidelity Advisor New Insights Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FZANX.
Explore FZANX Diversifiers