Fidelity Advisor Value Fund Class C (FCVFX) 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 FCVFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FCVFX
FCVFX charges 1.90% annually. There are 110 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 | FCVFX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.70B | Sep 2011 | FCVFX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | FCVFX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | FCVFX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | FCVFX vs VMVIX |
Best Risk-Adjusted Alternatives to FCVFX
FCVFX has a PortfoliosLab risk / return rank of 62. There are 33 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 89 | — | Nov 2001 | FCVFX vs SMVTX | |
| Invesco Value Opportunities Fund Class Y | 87 | — | Mar 2005 | FCVFX vs VVOIX | |
| Invesco Value Opportunities Fund | 87 | — | Jun 2001 | FCVFX vs VVOAX | |
| Invesco V.I. American Value Fund | 87 | — | Jan 1997 | FCVFX vs UMCVX | |
| Harbor Mid Cap Value Fund | 86 | — | Mar 2002 | FCVFX vs HAMVX |
Top Performing FCVFX Alternatives (YTD)
FCVFX is at 16.20% YTD. There are 29 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 24.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco V.I. American Value Fund | 24.24% | — | Jan 1997 | FCVFX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.11% | — | Mar 2005 | FCVFX vs VVOIX | |
| Invesco Value Opportunities Fund | 23.96% | — | Jun 2001 | FCVFX vs VVOAX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 21.54% | — | Nov 2001 | FCVFX vs SMVTX | |
| Fidelity Value Strategies Fund | 21.04% | — | Dec 1983 | FCVFX vs FSLSX |
Lowest Volatility Alternatives to FCVFX
FCVFX has 16.09% 1-year volatility. There are 86 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.41% | 36.70B | Sep 2011 | FCVFX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.42% | — | Aug 2006 | FCVFX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.52% | — | Dec 2013 | FCVFX vs NMAVX | |
| Principal MidCap Value Fund I | 11.74% | — | Dec 2003 | FCVFX vs PVMIX | |
| American Century Mid Cap Value Fund A Class | 11.88% | — | Mar 2004 | FCVFX vs ACLAX |
Lowest Drawdown Alternatives to FCVFX
FCVFX has a 1-year max drawdown of -9.99%. There are 86 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 | FCVFX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | FCVFX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | FCVFX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | FCVFX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.70B | Sep 2011 | FCVFX vs VMVAX |
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 | 73 | 11.71% | — | Feb 1988 | FCVFX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 85.56% | — | Jul 1985 | FCVFX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 72 | 12.01% | — | — | FCVFX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 32 | 8.60% | — | — | FCVFX vs FSPGX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 71 | 12.08% | — | — | FCVFX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 75 | 18.56% | — | Dec 1987 | FCVFX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 35 | 7.76% | 176.32B | May 1967 | FCVFX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 71 | 11.56% | — | — | FCVFX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 27 | 9.51% | — | Nov 1997 | FCVFX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 58 | 15.53% | — | Jun 2016 | FCVFX vs FTIHX |
Often Compared With FCVFX
Investors most often compare FCVFX with FAPDX, JMVYX, FPADX. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FCVFX with Any Fund or Stock
Compare FCVFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FCVFX with funds that move differently
Fidelity Advisor Value Fund Class C alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FCVFX.
Explore FCVFX Diversifiers