Fidelity Advisor Small Cap Value Fund Class A (FCVAX) 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 FCVAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FCVAX
FCVAX charges 1.26% annually. There are 94 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 | FCVAX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | FCVAX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | FCVAX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | FCVAX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | FCVAX vs VSMVX |
Best Risk-Adjusted Alternatives to FCVAX
FCVAX has a PortfoliosLab risk / return rank of 77. There are 32 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 92 | — | May 1998 | FCVAX vs AVALX | |
| Victory Integrity Discovery Fund | 90 | — | Dec 1996 | FCVAX vs MMEYX | |
| Transamerica Small Cap Value | 89 | — | Jan 2003 | FCVAX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 88 | — | Apr 2006 | FCVAX vs ICISX | |
| Third Avenue Small Cap Value Fund | 88 | — | Apr 1997 | FCVAX vs TASCX |
Top Performing FCVAX Alternatives (YTD)
FCVAX is at 26.35% YTD. There are 8 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.15%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.15% | — | Dec 1996 | FCVAX vs MMEYX | |
| Royce Opportunity Fund | 29.76% | — | Nov 1996 | FCVAX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.17% | — | Apr 2021 | FCVAX vs FESCX | |
| Invesco Small Cap Value Fund | 27.26% | — | Jun 1999 | FCVAX vs VSCAX | |
| Fidelity Advisor Small Cap Value Fund Class Z | 26.59% | — | Oct 2018 | FCVAX vs FIKNX |
Lowest Volatility Alternatives to FCVAX
FCVAX has 18.04% 1-year volatility. There are 93 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | FCVAX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.33% | — | Apr 2019 | FCVAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | FCVAX vs TASCX | |
| VELA Small Cap Fund | 14.25% | — | Sep 2020 | FCVAX vs VESMX | |
| Royce Special Equity Fund | 14.26% | — | May 1998 | FCVAX vs RYSEX |
Lowest Drawdown Alternatives to FCVAX
FCVAX has a 1-year max drawdown of -10.41%. There are 81 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 | FCVAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | FCVAX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | FCVAX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | FCVAX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | FCVAX 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 | 66 | 10.88% | — | Feb 1988 | FCVAX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 91 | 64.98% | — | Jul 1985 | FCVAX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 66 | 11.42% | — | — | FCVAX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 11.41% | — | — | FCVAX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 18 | 4.46% | — | — | FCVAX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 58 | 15.62% | — | Dec 1987 | FCVAX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 36 | 9.99% | 176.32B | May 1967 | FCVAX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 62 | 10.70% | — | — | FCVAX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 40 | 10.13% | — | Nov 1997 | FCVAX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 57 | 12.70% | — | Jun 2016 | FCVAX vs FTIHX |
Often Compared With FCVAX
Investors most often compare FCVAX with FCAGX, SPY, HWSAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FCVAX with Any Fund or Stock
Compare FCVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FCVAX with funds that move differently
Fidelity Advisor Small Cap Value Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FCVAX.
Explore FCVAX Diversifiers