Fidelity Advisor Small Cap Value Fund Class M (FCVTX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FCVTX
FCVTX charges 1.50% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among FCVTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | FCVTX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | FCVTX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | FCVTX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | FCVTX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | FCVTX vs VSMVX |
Best Risk-Adjusted Alternatives to FCVTX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | FCVTX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | FCVTX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | FCVTX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | FCVTX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | FCVTX vs MMEYX |
Top Performing FCVTX Alternatives (YTD)
FCVTX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | FCVTX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | FCVTX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | FCVTX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | FCVTX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | FCVTX vs MMEYX |
Lowest Volatility Alternatives to FCVTX
FCVTX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | FCVTX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | FCVTX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | FCVTX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | FCVTX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | FCVTX vs TASCX |
Lowest Drawdown Alternatives to FCVTX
FCVTX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | FCVTX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | FCVTX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | FCVTX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | FCVTX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | FCVTX vs JMCRX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FCVTX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FCVTX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FCVTX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FCVTX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FCVTX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FCVTX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FCVTX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FCVTX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FCVTX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FCVTX vs FTIHX |
Often Compared With FCVTX
What investors most often compare with FCVTX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | FCVTX vs VSCAX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | FCVTX vs PRVIX |
Compare FCVTX with Any Fund or Stock
Compare FCVTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.