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 113 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% | 65.50B | Sep 2011 | FCVTX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | FCVTX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | FCVTX vs VSMVX |
Best Risk-Adjusted Alternatives to FCVTX
FCVTX has a PortfoliosLab risk / return rank of 76. There are 36 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 92 | — | May 1998 | FCVTX vs AVALX | |
| Victory Integrity Discovery Fund | 90 | — | Dec 1996 | FCVTX vs MMEYX | |
| Transamerica Small Cap Value | 89 | — | Jan 2003 | FCVTX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 88 | — | Apr 2006 | FCVTX vs ICISX | |
| Third Avenue Small Cap Value Fund | 88 | — | Apr 1997 | FCVTX vs TASCX |
Top Performing FCVTX Alternatives (YTD)
FCVTX is at 26.18% YTD. There are 11 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.15%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.15% | — | Dec 1996 | FCVTX vs MMEYX | |
| Royce Opportunity Fund | 29.76% | — | Nov 1996 | FCVTX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.17% | — | Apr 2021 | FCVTX vs FESCX | |
| Invesco Small Cap Value Fund | 27.26% | — | Jun 1999 | FCVTX vs VSCAX | |
| Fidelity Advisor Small Cap Value Fund Class Z | 26.59% | — | Oct 2018 | FCVTX vs FIKNX |
Lowest Volatility Alternatives to FCVTX
FCVTX has 18.03% 1-year volatility. There are 91 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | FCVTX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.33% | — | Apr 2019 | FCVTX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | FCVTX vs TASCX | |
| VELA Small Cap Fund | 14.25% | — | Sep 2020 | FCVTX vs VESMX | |
| Royce Special Equity Fund | 14.26% | — | May 1998 | FCVTX vs RYSEX |
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 | 66 | 10.88% | — | Feb 1988 | FCVTX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 91 | 64.98% | — | Jul 1985 | FCVTX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 66 | 11.42% | — | — | FCVTX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 11.41% | — | — | FCVTX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 18 | 4.46% | — | — | FCVTX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 58 | 15.62% | — | Dec 1987 | FCVTX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 36 | 9.99% | 176.32B | May 1967 | FCVTX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 62 | 10.70% | — | — | FCVTX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 40 | 10.13% | — | Nov 1997 | FCVTX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 57 | 12.70% | — | 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