Fidelity Series Intrinsic Opportunities Fund (FDMLX) 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 FDMLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FDMLX
FDMLX charges 0.00% annually. No mutual funds in the Mid Cap Value Equities category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | FDMLX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | FDMLX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | FDMLX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | FDMLX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | FDMLX vs VMVIX |
Best Risk-Adjusted Alternatives to FDMLX
FDMLX has a PortfoliosLab risk / return rank of 44. There are 57 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 92 | — | Nov 2001 | FDMLX vs SMVTX | |
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | FDMLX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | FDMLX vs NAMAX | |
| Delaware Opportunity Fund | 87 | — | Aug 1992 | FDMLX vs FIUSX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 85 | — | Aug 1998 | FDMLX vs NCBVX |
Top Performing FDMLX Alternatives (YTD)
FDMLX is at 12.14% YTD. There are 58 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 25.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 25.14% | — | Nov 2001 | FDMLX vs SMVTX | |
| Invesco V.I. American Value Fund | 24.46% | — | Jan 1997 | FDMLX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.28% | — | Mar 2005 | FDMLX vs VVOIX | |
| Fidelity Value Strategies Fund | 24.18% | — | Dec 1983 | FDMLX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 24.15% | — | Jul 1995 | FDMLX vs FASOX |
Lowest Volatility Alternatives to FDMLX
FDMLX has 14.38% 1-year volatility. There are 55 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.64% | 36.60B | Sep 2011 | FDMLX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.65% | — | Aug 2006 | FDMLX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.66% | — | Dec 2013 | FDMLX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.98% | 5.65B | Mar 2004 | FDMLX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 12.00% | — | Mar 2004 | FDMLX vs ACLAX |
Lowest Drawdown Alternatives to FDMLX
FDMLX has a 1-year max drawdown of -9.19%. There are 51 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 | FDMLX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | FDMLX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | FDMLX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | FDMLX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | FDMLX 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 | 65 | 9.79% | — | Feb 1988 | FDMLX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 89.12% | — | Jul 1985 | FDMLX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 10.41% | — | — | FDMLX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 10.43% | — | — | FDMLX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 21 | 3.18% | — | — | FDMLX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 68 | 16.84% | — | Dec 1987 | FDMLX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 8.62% | 176.32B | May 1967 | FDMLX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 62 | 9.63% | — | — | FDMLX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 39 | 10.74% | — | Nov 1997 | FDMLX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 66 | 15.70% | — | Jun 2016 | FDMLX vs FTIHX |
Often Compared With FDMLX
Investors most often compare FDMLX with LSAT, FDVLX, VDADX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare FDMLX with Any Fund or Stock
Compare FDMLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FDMLX with funds that move differently
Fidelity Series Intrinsic Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FDMLX.
Explore FDMLX Diversifiers