Fidelity Advisor Small Cap Value Fund Class M (FCVTX) 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 FCVTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FCVTX
FCVTX charges 1.50% annually. There are 114 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 | FCVTX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | FCVTX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | FCVTX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | FCVTX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | FCVTX vs VRTVX |
Best Risk-Adjusted Alternatives to FCVTX
FCVTX has a PortfoliosLab risk / return rank of 88. There are 48 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 97 | — | Dec 1996 | FCVTX vs MMEYX | |
| Royce Special Equity Fund | 97 | — | May 1998 | FCVTX vs RYSEX | |
| Third Avenue Small Cap Value Fund | 96 | — | Apr 1997 | FCVTX vs TASCX | |
| PGIM Quant Solutions Small-Cap Value Fund | 96 | — | Jan 1993 | FCVTX vs TASVX | |
| Transamerica Small Cap Value | 96 | — | Jan 2003 | FCVTX vs TSLTX |
Top Performing FCVTX Alternatives (YTD)
FCVTX is at 27.12% YTD. There are 14 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 37.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 37.97% | — | Dec 1996 | FCVTX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 29.57% | — | Dec 2000 | FCVTX vs DHSIX | |
| Royce Special Equity Fund | 29.51% | — | May 1998 | FCVTX vs RYSEX | |
| Diamond Hill Small Cap Fund | 29.35% | — | Dec 2000 | FCVTX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 28.96% | — | Apr 1997 | FCVTX vs SSCVX |
Lowest Volatility Alternatives to FCVTX
FCVTX has 17.84% 1-year volatility. There are 92 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.48% | — | Apr 2019 | FCVTX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 13.95% | — | Apr 1997 | FCVTX vs TASCX | |
| VELA Small Cap Fund | 14.01% | — | Sep 2020 | FCVTX vs VESMX | |
| Pear Tree Polaris Small Cap Fund | 14.22% | — | Aug 1992 | FCVTX vs USBNX | |
| AMG River Road Small-Mid Cap Value Fund | 14.32% | — | Mar 2007 | FCVTX vs ARSMX |
Lowest Drawdown Alternatives to FCVTX
FCVTX has a 1-year max drawdown of -10.40%. There are 79 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 | FCVTX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | FCVTX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | FCVTX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | FCVTX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | FCVTX 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 | 75 | 11.76% | — | Feb 1988 | FCVTX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 82 | 51.40% | — | Jul 1985 | FCVTX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 76 | 12.27% | — | — | FCVTX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 75 | 12.20% | — | — | FCVTX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 17 | 2.47% | — | — | FCVTX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 49 | 13.81% | — | Dec 1987 | FCVTX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 33 | 9.08% | 176.32B | May 1967 | FCVTX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 72 | 11.48% | — | — | FCVTX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | 12.40% | — | Nov 1997 | FCVTX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 71 | 13.68% | — | Jun 2016 | FCVTX vs FTIHX |
Often Compared With FCVTX
Investors most often compare FCVTX with JMCRX, BOSVX, HWSAX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FCVTX with Any Fund or Stock
Compare FCVTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FCVTX with funds that move differently
Fidelity Advisor Small Cap Value Fund Class M alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FCVTX.
Explore FCVTX Diversifiers