Fidelity Value Discovery K6 Fund (FDVKX) belongs to the Large 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 FDVKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FDVKX
FDVKX charges 0.45% annually. There are 39 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | FDVKX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | FDVKX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FDVKX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FDVKX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | FDVKX vs VVIAX |
Best Risk-Adjusted Alternatives to FDVKX
FDVKX has a PortfoliosLab risk / return rank of 95. There are 26 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | FDVKX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | FDVKX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | FDVKX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | FDVKX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | FDVKX vs MALVX |
Top Performing FDVKX Alternatives (YTD)
FDVKX is at 17.46% YTD. There are 69 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | FDVKX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | FDVKX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | FDVKX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | FDVKX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | FDVKX vs YAFFX |
Lowest Volatility Alternatives to FDVKX
FDVKX has 10.58% 1-year volatility. There are 82 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | FDVKX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | FDVKX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | FDVKX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | FDVKX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | FDVKX vs ACIIX |
Lowest Drawdown Alternatives to FDVKX
FDVKX has a 1-year max drawdown of -6.79%. There are 90 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | FDVKX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FDVKX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FDVKX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | FDVKX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FDVKX vs SVAIX |
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 | 64 | 9.35% | — | Feb 1988 | FDVKX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FDVKX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FDVKX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FDVKX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FDVKX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FDVKX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FDVKX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FDVKX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FDVKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FDVKX vs FTIHX |
Often Compared With FDVKX
Investors most often compare FDVKX with AVERX, DQIRX, NQCRX. These 16 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FDVKX with Any Fund or Stock
Compare FDVKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FDVKX with funds that move differently
Fidelity Value Discovery K6 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FDVKX.
Explore FDVKX Diversifiers