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 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | FZANX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | FZANX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | FZANX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | FZANX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | FZANX vs VIGAX |
Best Risk-Adjusted Alternatives to FZANX
FZANX has a PortfoliosLab risk / return rank of 46. There are 64 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | FZANX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | FZANX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | FZANX vs VHCAX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | FZANX vs CHAIX | |
| Chase Growth Fund | 87 | — | Dec 1997 | FZANX vs CHASX |
Top Performing FZANX Alternatives (YTD)
FZANX is at 9.75% YTD. There are 89 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 57.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 57.54% | — | Mar 2020 | FZANX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.30% | — | Feb 2004 | FZANX vs RYGRX | |
| ICON Equity Fund | 28.30% | — | Oct 2002 | FZANX vs IOLZX | |
| PrimeCap Odyssey Growth Fund | 27.89% | — | Nov 2004 | FZANX vs POGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.64% | — | Feb 2017 | FZANX vs FUMIX |
Lowest Volatility Alternatives to FZANX
FZANX has 15.57% 1-year volatility. There are 135 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.35% | — | Sep 2019 | FZANX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.60% | — | Jan 2005 | FZANX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.81% | — | Dec 2015 | FZANX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | FZANX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.48% | — | Jan 1991 | FZANX vs BLUEX |
Lowest Drawdown Alternatives to FZANX
FZANX has a 1-year max drawdown of -10.38%. There are 39 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 | 55 | 8.11% | — | Feb 1988 | FZANX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 94 | 74.97% | — | Jul 1985 | FZANX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 56 | 8.84% | — | — | FZANX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 55 | 8.88% | — | — | FZANX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 58 | 13.72% | — | Dec 1987 | FZANX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 31 | 7.31% | 176.32B | May 1967 | FZANX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 51 | 7.91% | — | — | FZANX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 32 | 8.29% | — | Nov 1997 | FZANX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 52 | 12.53% | — | Jun 2016 | FZANX vs FTIHX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 55 | 13.31% | — | 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