Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Fidelity Puritan Fund · FPURX, FPUKX | 97% | 0.40% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Advisor Diversified Stock Fund · FDTOX, FDESX, FDTCX, FDTEX, FDTIX, FZACX | 65% | 0.41% | — |
| 3 | Fidelity Balanced Fund · FBALX, FBAKX, FBAUX, FBARX, FBAVX, FBAOX, FBAQX | 61% | 0.39% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Balanced K6 Fund · FBKFX cheaper | 61% | 0.32% | Fidelity Management & Research Company LLC |
| 5 | Fidelity New Millennium Fund · FMILX | 42% | 0.76% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Growth Discovery Fund · FDSVX, FGDKX | 42% | 0.54% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Advisor Series Equity Growth Fund · FMFMX cheaper | 42% | 0.00% | Fidelity Management & Research Company LLC |
| 8 | VIP Growth Portfolio · QVG2Q | 42% | 0.56% | Fidelity Management & Research Company LLC |
| 9 | Fidelity Equity Growth K6 Fund · FEGKX | 41% | 0.45% | Fidelity Management & Research Company LLC |
| 10 | Fidelity Advisor Equity Growth Fund · EPGAX, EPGCX, FAEGX, EQPGX, FZAFX | 41% | 0.54% | Fidelity Management & Research Company LLC |
| 11 | SA Fidelity Institutional AM Global Equities Portfolio diff. adviser | 40% | 0.80% | SunAmerica Asset Management, LLC |
| 12 | EQ/Fidelity Institutional AM Large Cap Portfolio diff. adviser | 40% | 0.62% | Equitable Investment Management Group, LLC |
| 13 | Fidelity Contrafund K6 · FLCNX | 40% | 0.45% | Fidelity Management & Research Company LLC |
| 14 | Fidelity Contrafund · FCNTX, FCNKX | 39% | 0.67% | Fidelity Management & Research Company LLC |
| 15 | VIP Contrafund Portfolio | 39% | 0.56% | Fidelity Management & Research Company LLC |
| 16 | T. Rowe Price U.S. Equity Research Fund · PRCOX, PACOX, RRCOX, PCCOX, PCUZX cheaper diff. adviser | 39% | 0.00% | T. Rowe Price Associates, Inc. |
| 17 | VIP Index 500 Portfolio · XAOKX, QINSQ, QVI2Q cheaper | 39% | 0.09% | Fidelity Management & Research Company LLC |
| 18 | Fidelity 500 Index Fund · FXAIX cheaper | 38% | 0.01% | Fidelity Management & Research Company LLC |
| 19 | Fidelity Flex 500 Index Fund · FDFIX cheaper | 38% | 0.00% | Fidelity Management & Research Company LLC |
| 20 | Nationwide S&P 500 Index Fund · GRMAX, GRMCX, GRMIX, GRMSX, GRISX, GRMRX cheaper diff. adviser | 38% | 0.18% | Nationwide Fund Advisors |
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