Fidelity Mid Cap Value K6 Fund (FCMVX) 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 FCMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FCMVX
FCMVX charges 0.45% annually. There are 7 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 | FCMVX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 37.20B | Sep 2011 | FCMVX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | FCMVX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | FCMVX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | FCMVX vs VMVIX |
Best Risk-Adjusted Alternatives to FCMVX
FCMVX has a PortfoliosLab risk / return rank of 94. There are 5 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 97 | — | Mar 2002 | FCMVX vs HAMVX | |
| Harbor Mid Cap Value Fund Retirement Class | 97 | — | Mar 2016 | FCMVX vs HNMVX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 95 | — | Aug 1998 | FCMVX vs NCBVX | |
| Columbia Select Mid Cap Value Fund | 95 | — | Nov 2001 | FCMVX vs NAMAX | |
| Fidelity Advisor Value Strategies Fund Class I | 94 | — | Jul 1995 | FCMVX vs FASOX |
Top Performing FCMVX Alternatives (YTD)
FCMVX is at 27.83% YTD. There are 5 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 30.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 30.49% | — | Dec 1983 | FCMVX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 30.44% | — | Jul 1995 | FCMVX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 30.25% | — | Sep 1996 | FCMVX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 30.06% | — | Aug 1986 | FCMVX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 29.67% | — | Aug 2001 | FCMVX vs FVCSX |
Lowest Volatility Alternatives to FCMVX
FCMVX has 16.41% 1-year volatility. There are 88 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.33% | 37.20B | Sep 2011 | FCMVX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.34% | — | Aug 2006 | FCMVX vs VMVIX | |
| Principal MidCap Value Fund I | 11.74% | — | Dec 2003 | FCMVX vs PVMIX | |
| Victory RS Value Fund | 11.78% | — | Jun 1993 | FCMVX vs RSVAX | |
| American Century Mid Cap Value Fund | 11.79% | 5.65B | Mar 2004 | FCMVX vs ACMVX |
Lowest Drawdown Alternatives to FCMVX
FCMVX has a 1-year max drawdown of -10.21%. There are 89 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 | FCMVX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | FCMVX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | FCMVX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | FCMVX vs HAMVX | |
| Harbor Mid Cap Value Fund Retirement Class | -6.84% | — | Mar 2016 | FCMVX vs HNMVX |
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 | FCMVX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 82 | 51.40% | — | Jul 1985 | FCMVX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 76 | 12.27% | — | — | FCMVX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 75 | 12.20% | — | — | FCMVX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 17 | 2.47% | — | — | FCMVX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 49 | 13.81% | — | Dec 1987 | FCMVX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 33 | 9.08% | 176.32B | May 1967 | FCMVX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 72 | 11.48% | — | — | FCMVX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | 12.40% | — | Nov 1997 | FCMVX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 71 | 13.68% | — | Jun 2016 | FCMVX vs FTIHX |
Often Compared With FCMVX
Investors most often compare FCMVX with SPMO, TRMCX, FSMDX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare FCMVX with Any Fund or Stock
Compare FCMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FCMVX with funds that move differently
Fidelity Mid Cap Value K6 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FCMVX.
Explore FCMVX Diversifiers