Fidelity Small Cap Value Fund (FCPVX) belongs to the Small 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 FCPVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FCPVX
FCPVX charges 0.99% annually. There are 50 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | FCPVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | FCPVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | FCPVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | FCPVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | FCPVX vs VRTVX |
Best Risk-Adjusted Alternatives to FCPVX
FCPVX has a PortfoliosLab risk / return rank of 68. There are 46 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 90 | — | Jan 2003 | FCPVX vs TSLTX | |
| Victory Integrity Discovery Fund | 90 | — | Dec 1996 | FCPVX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | FCPVX vs WSCVX | |
| Aegis Value Fund | 88 | — | May 1998 | FCPVX vs AVALX | |
| Goldman Sachs Small Cap Value Insights Fund Invest... | 87 | — | Nov 2007 | FCPVX vs GTTTX |
Top Performing FCPVX Alternatives (YTD)
FCPVX is at 23.25% YTD. There are 11 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 31.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 31.89% | — | Dec 1996 | FCPVX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | FCPVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.94% | — | Apr 2021 | FCPVX vs FESCX | |
| Invesco Small Cap Value Fund | 28.92% | — | Jun 1999 | FCPVX vs VSCAX | |
| Walthausen Small Cap Value Fund | 26.78% | — | Feb 2008 | FCPVX vs WSCVX |
Lowest Volatility Alternatives to FCPVX
FCPVX has 18.20% 1-year volatility. There are 89 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.60%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.60% | — | Sep 2017 | FCPVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.23% | — | Apr 2019 | FCPVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | FCPVX vs TASCX | |
| VELA Small Cap Fund | 14.36% | — | Sep 2020 | FCPVX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.44% | — | Mar 2007 | FCPVX vs ARSMX |
Lowest Drawdown Alternatives to FCPVX
FCPVX has a 1-year max drawdown of -10.31%. There are 69 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | FCPVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | FCPVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | FCPVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | FCPVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | FCPVX vs TSLTX |
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 | FCPVX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 94 | 75.83% | — | Jul 1985 | FCPVX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 52 | 8.88% | — | — | FCPVX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 52 | 8.93% | — | — | FCPVX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 16 | 1.51% | — | — | FCPVX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | 13.83% | — | Dec 1987 | FCPVX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 30 | 7.14% | 176.32B | May 1967 | FCPVX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 49 | 8.03% | — | — | FCPVX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 31 | 8.45% | — | Nov 1997 | FCPVX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 49 | 12.47% | — | Jun 2016 | FCPVX vs FTIHX |
Often Compared With FCPVX
Investors most often compare FCPVX with AVUV, VBR, XSMO. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare FCPVX with Any Fund or Stock
Compare FCPVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FCPVX with funds that move differently
Fidelity Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FCPVX.
Explore FCPVX Diversifiers