Fidelity Advisor Small Cap Value Fund Class C (FCVCX) 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 FCVCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FCVCX
FCVCX charges 2.02% annually. There are 122 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 | FCVCX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | FCVCX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | FCVCX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | FCVCX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | FCVCX vs VSMVX |
Best Risk-Adjusted Alternatives to FCVCX
FCVCX has a PortfoliosLab risk / return rank of 81. There are 56 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | FCVCX vs MMEYX | |
| Third Avenue Small Cap Value Fund | 94 | — | Apr 1997 | FCVCX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | FCVCX vs AVALX | |
| Royce Special Equity Fund | 94 | — | May 1998 | FCVCX vs RYSEX | |
| PGIM Quant Solutions Small-Cap Value Fund | 93 | — | Jan 1993 | FCVCX vs TASVX |
Top Performing FCVCX Alternatives (YTD)
FCVCX is at 24.90% YTD. There are 20 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.52% | — | Dec 1996 | FCVCX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 28.15% | — | Dec 2000 | FCVCX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.91% | — | Dec 2000 | FCVCX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 27.34% | — | Apr 1997 | FCVCX vs SSCVX | |
| Royce Special Equity Fund | 27.23% | — | May 1998 | FCVCX vs RYSEX |
Lowest Volatility Alternatives to FCVCX
FCVCX has 17.92% 1-year volatility. There are 91 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.52% | — | Apr 2019 | FCVCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.05% | — | Apr 1997 | FCVCX vs TASCX | |
| VELA Small Cap Fund | 14.28% | — | Sep 2020 | FCVCX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | FCVCX vs ARSMX | |
| Pear Tree Polaris Small Cap Fund | 14.43% | — | Aug 1992 | FCVCX vs USBNX |
Lowest Drawdown Alternatives to FCVCX
FCVCX has a 1-year max drawdown of -10.45%. There are 83 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 | FCVCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | FCVCX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | FCVCX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | FCVCX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | FCVCX 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 | 64 | 9.35% | — | Feb 1988 | FCVCX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FCVCX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FCVCX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FCVCX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FCVCX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FCVCX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FCVCX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FCVCX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FCVCX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FCVCX vs FTIHX |
Often Compared With FCVCX
Investors most often compare FCVCX with BOSVX, FESCX, SHDPX. These 19 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare FCVCX with Any Fund or Stock
Compare FCVCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FCVCX with funds that move differently
Fidelity Advisor Small Cap Value Fund Class C alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FCVCX.
Explore FCVCX Diversifiers