Fidelity Advisor Small Cap Value Fund Class Z (FIKNX) 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 FIKNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIKNX
FIKNX charges 0.87% annually. There are 34 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 | FIKNX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | FIKNX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | FIKNX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | FIKNX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | FIKNX vs VSMVX |
Best Risk-Adjusted Alternatives to FIKNX
FIKNX has a PortfoliosLab risk / return rank of 78. There are 32 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 89 | — | Jan 2003 | FIKNX vs TSLTX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | FIKNX vs MMEYX | |
| Aegis Value Fund | 89 | — | May 1998 | FIKNX vs AVALX | |
| Brandes Small Cap Value Fund | 88 | — | Jan 2018 | FIKNX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 88 | — | Apr 1997 | FIKNX vs TASCX |
Top Performing FIKNX Alternatives (YTD)
FIKNX is at 26.84% YTD. There are 8 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.74% | — | Dec 1996 | FIKNX vs MMEYX | |
| Royce Opportunity Fund | 30.20% | — | Nov 1996 | FIKNX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.85% | — | Apr 2021 | FIKNX vs FESCX | |
| Diamond Hill Small Cap Fund Class I | 28.42% | — | Dec 2000 | FIKNX vs DHSIX | |
| Diamond Hill Small Cap Fund | 28.24% | — | Dec 2000 | FIKNX vs DHSCX |
Lowest Volatility Alternatives to FIKNX
FIKNX has 18.06% 1-year volatility. There are 88 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 | FIKNX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.29% | — | Apr 2019 | FIKNX vs PVCMX | |
| VELA Small Cap Fund | 14.28% | — | Sep 2020 | FIKNX vs VESMX | |
| Third Avenue Small Cap Value Fund | 14.29% | — | Apr 1997 | FIKNX vs TASCX | |
| Royce Special Equity Fund | 14.40% | — | May 1998 | FIKNX vs RYSEX |
Lowest Drawdown Alternatives to FIKNX
FIKNX has a 1-year max drawdown of -10.35%. There are 73 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 | FIKNX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | FIKNX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | FIKNX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | FIKNX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | FIKNX 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 | 60 | 9.97% | — | Feb 1988 | FIKNX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 91 | 62.73% | — | Jul 1985 | FIKNX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 61 | 10.74% | — | — | FIKNX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 60 | 10.76% | — | — | FIKNX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 17 | 2.79% | — | — | FIKNX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 59 | 14.96% | — | Dec 1987 | FIKNX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 39 | 9.82% | 176.32B | May 1967 | FIKNX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 56 | 9.80% | — | — | FIKNX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.38% | — | Nov 1997 | FIKNX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 52 | 12.82% | — | Jun 2016 | FIKNX vs FTIHX |
Often Compared With FIKNX
Investors most often compare FIKNX with AVUV, FSSNX, VITAX. These 16 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FIKNX with Any Fund or Stock
Compare FIKNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIKNX with funds that move differently
Fidelity Advisor Small Cap Value Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIKNX.
Explore FIKNX Diversifiers