Fidelity Value Fund (FDVLX) 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 FDVLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FDVLX
FDVLX charges 0.79% annually. There are 36 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | FDVLX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | FDVLX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | FDVLX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | FDVLX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | FDVLX vs VMVIX |
Best Risk-Adjusted Alternatives to FDVLX
FDVLX has a PortfoliosLab risk / return rank of 73. There are 28 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 | FDVLX vs SMVTX | |
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | FDVLX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | FDVLX vs NAMAX | |
| Delaware Opportunity Fund | 87 | — | Aug 1992 | FDVLX vs FIUSX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 85 | — | Aug 1998 | FDVLX vs NCBVX |
Top Performing FDVLX Alternatives (YTD)
FDVLX is at 19.88% YTD. There are 20 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 | FDVLX vs SMVTX | |
| Invesco V.I. American Value Fund | 24.46% | — | Jan 1997 | FDVLX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.28% | — | Mar 2005 | FDVLX vs VVOIX | |
| Fidelity Value Strategies Fund | 24.18% | — | Dec 1983 | FDVLX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 24.15% | — | Jul 1995 | FDVLX vs FASOX |
Lowest Volatility Alternatives to FDVLX
FDVLX has 16.54% 1-year volatility. There are 89 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 | FDVLX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.65% | — | Aug 2006 | FDVLX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.66% | — | Dec 2013 | FDVLX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.98% | 5.65B | Mar 2004 | FDVLX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 12.00% | — | Mar 2004 | FDVLX vs ACLAX |
Lowest Drawdown Alternatives to FDVLX
FDVLX has a 1-year max drawdown of -9.90%. There are 81 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 | FDVLX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | FDVLX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | FDVLX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | FDVLX vs HAMVX | |
| Frank Value Fund | -6.95% | — | Jul 2004 | FDVLX vs FRNKX |
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 | FDVLX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 89.12% | — | Jul 1985 | FDVLX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 10.41% | — | — | FDVLX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 10.43% | — | — | FDVLX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 21 | 3.18% | — | — | FDVLX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 68 | 16.84% | — | Dec 1987 | FDVLX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 8.62% | 176.32B | May 1967 | FDVLX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 62 | 9.63% | — | — | FDVLX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 39 | 10.74% | — | Nov 1997 | FDVLX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 66 | 15.70% | — | Jun 2016 | FDVLX vs FTIHX |
Often Compared With FDVLX
Investors most often compare FDVLX with FMCSX, SPY, FDGRX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare FDVLX with Any Fund or Stock
Compare FDVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FDVLX with funds that move differently
Fidelity Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FDVLX.
Explore FDVLX Diversifiers