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% | 65.50B | Sep 2011 | FCVCX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | FCVCX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | FCVCX vs VRTVX |
Best Risk-Adjusted Alternatives to FCVCX
FCVCX has a PortfoliosLab risk / return rank of 70. There are 40 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 | FCVCX vs TSLTX | |
| Victory Integrity Discovery Fund | 90 | — | Dec 1996 | FCVCX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | FCVCX vs WSCVX | |
| Aegis Value Fund | 88 | — | May 1998 | FCVCX vs AVALX | |
| Goldman Sachs Small Cap Value Insights Fund Invest... | 87 | — | Nov 2007 | FCVCX vs GTTTX |
Top Performing FCVCX Alternatives (YTD)
FCVCX is at 22.62% YTD. There are 15 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 | FCVCX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | FCVCX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.94% | — | Apr 2021 | FCVCX vs FESCX | |
| Invesco Small Cap Value Fund | 28.92% | — | Jun 1999 | FCVCX vs VSCAX | |
| Walthausen Small Cap Value Fund | 26.78% | — | Feb 2008 | FCVCX vs WSCVX |
Lowest Volatility Alternatives to FCVCX
FCVCX has 18.17% 1-year volatility. There are 84 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 | FCVCX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.23% | — | Apr 2019 | FCVCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | FCVCX vs TASCX | |
| VELA Small Cap Fund | 14.36% | — | Sep 2020 | FCVCX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.44% | — | Mar 2007 | FCVCX vs ARSMX |
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 | 52 | 8.21% | — | Feb 1988 | FCVCX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 94 | 75.83% | — | Jul 1985 | FCVCX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 52 | 8.88% | — | — | FCVCX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 52 | 8.93% | — | — | FCVCX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 16 | 1.51% | — | — | FCVCX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | 13.83% | — | Dec 1987 | FCVCX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 30 | 7.14% | 176.32B | May 1967 | FCVCX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 49 | 8.03% | — | — | FCVCX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 31 | 8.45% | — | Nov 1997 | FCVCX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 49 | 12.47% | — | Jun 2016 | FCVCX vs FTIHX |
Often Compared With FCVCX
Investors most often compare FCVCX with RYSEX, HRTVX, BOSVX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Royce Special Equity Fund | Small Cap Value Equities | 80 | 20.53% | — | May 1998 | FCVCX vs RYSEX | |
| Heartland Value Fund | Small Cap Value Equities | 80 | 21.36% | — | Dec 1984 | FCVCX vs HRTVX | |
| Bridgeway Omni Small-Cap Value Fund | Small Cap Value Equities | 80 | 21.77% | — | Aug 2011 | FCVCX vs BOSVX | |
| North Star Dividend Fund | Small Cap Value Equities | 35 | 19.26% | — | May 2013 | FCVCX vs NSDVX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 73 | 23.56% | — | Apr 1997 | FCVCX vs SSCVX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 75 | 18.82% | — | Jul 1997 | FCVCX vs BRSIX | |
| Brandes Small Cap Value Fund | Small Cap Value Equities | 83 | 18.36% | — | Jan 2018 | FCVCX vs BSCMX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | Small Cap Value Equities | 84 | 25.25% | — | Jun 2002 | FCVCX vs QRSVX |
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