Fidelity Advisor Value Strategies Fund Class I (FASOX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FASOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FASOX
FASOX charges 0.88% annually. There are 51 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | FASOX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | FASOX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | FASOX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | FASOX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | FASOX vs VMVIX |
Best Risk-Adjusted Alternatives to FASOX
FASOX has a PortfoliosLab risk / return rank of 79. There are 11 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 90 | — | Nov 2001 | FASOX vs SMVTX | |
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | FASOX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 85 | — | Nov 2001 | FASOX vs NAMAX | |
| Delaware Opportunity Fund | 85 | — | Aug 1992 | FASOX vs FIUSX | |
| Nuveen Multi Cap Value Fund | 83 | — | Nov 1997 | FASOX vs NQVRX |
Top Performing FASOX Alternatives (YTD)
FASOX is at 22.71% YTD. There are 2 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 23.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 23.44% | — | Nov 2001 | FASOX vs SMVTX | |
| Fidelity Value Strategies Fund | 22.74% | — | Dec 1983 | FASOX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class A | 22.57% | — | Sep 1996 | FASOX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 22.42% | — | Aug 1986 | FASOX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 22.13% | — | Aug 2001 | FASOX vs FVCSX |
Lowest Volatility Alternatives to FASOX
FASOX has 17.36% 1-year volatility. There are 100 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.62%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.62% | 36.60B | Sep 2011 | FASOX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.62% | — | Aug 2006 | FASOX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.68% | — | Dec 2013 | FASOX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.97% | 5.65B | Mar 2004 | FASOX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.99% | — | Mar 2004 | FASOX vs ACLAX |
Lowest Drawdown Alternatives to FASOX
FASOX has a 1-year max drawdown of -9.79%. There are 74 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | FASOX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | FASOX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | FASOX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | FASOX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | FASOX vs VMVAX |
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 | 52 | 8.21% | — | Feb 1988 | FASOX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 94 | 75.83% | — | Jul 1985 | FASOX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 52 | 8.88% | — | — | FASOX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 52 | 8.93% | — | — | FASOX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 16 | 1.51% | — | — | FASOX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | 13.83% | — | Dec 1987 | FASOX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 30 | 7.14% | 176.32B | May 1967 | FASOX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 49 | 8.03% | — | — | FASOX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 31 | 8.45% | — | Nov 1997 | FASOX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 49 | 12.47% | — | Jun 2016 | FASOX vs FTIHX |
Often Compared With FASOX
Investors most often compare FASOX with HMVYX, ARFFX, AMDVX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare FASOX with Any Fund or Stock
Compare FASOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FASOX with funds that move differently
Fidelity Advisor Value Strategies Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FASOX.
Explore FASOX Diversifiers