Fidelity Advisor Small Cap Value Fund Class Z (FIKNX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FIKNX
FIKNX charges 0.87% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among FIKNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | FIKNX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | FIKNX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | FIKNX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | FIKNX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | FIKNX vs VSMVX |
Best Risk-Adjusted Alternatives to FIKNX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | FIKNX vs AVALX | |
| Brandes Small Cap Value Fund | 91 | Jan 2, 2018 | FIKNX vs BSCMX | |
| Bridgeway Ultra Small Company Market Fund | 85 | Jul 31, 1997 | FIKNX vs BRSIX | |
| Third Avenue Small Cap Value Fund | 82 | Apr 1, 1997 | FIKNX vs TASCX | |
| Heartland Value Fund | 81 | Dec 28, 1984 | FIKNX vs HRTVX |
Top Performing FIKNX Alternatives (YTD)
FIKNX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 16.31% | May 15, 1998 | FIKNX vs AVALX | |
| Invesco Small Cap Value Fund | 9.80% | Jun 21, 1999 | FIKNX vs VSCAX | |
| Victory Integrity Discovery Fund | 9.11% | Dec 26, 1996 | FIKNX vs MMEYX | |
| Hotchkis & Wiley Small Cap Value Fund | 9.06% | Sep 20, 1985 | FIKNX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 9.00% | Jun 10, 2000 | FIKNX vs HWSAX |
Lowest Volatility Alternatives to FIKNX
FIKNX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | FIKNX vs PVCMX | |
| North Star Dividend Fund | 17.07% | May 31, 2013 | FIKNX vs NSDVX | |
| Royce Special Equity Fund | 18.14% | May 1, 1998 | FIKNX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.48% | Mar 29, 2007 | FIKNX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | FIKNX vs TASCX |
Lowest Drawdown Alternatives to FIKNX
FIKNX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | FIKNX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | FIKNX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | FIKNX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | FIKNX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | FIKNX vs JMCRX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 60 | -4.34% | Feb 17, 1988 | FIKNX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 60 | -3.98% | — | FIKNX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 41 | -9.77% | — | FIKNX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 96 | 7.19% | Jul 29, 1985 | FIKNX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 59 | -3.98% | — | FIKNX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 71 | -7.12% | Dec 31, 1987 | FIKNX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | -4.59% | — | FIKNX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 62 | -5.35% | May 17, 1967 | FIKNX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 76 | 0.95% | Nov 5, 1997 | FIKNX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 86 | 1.79% | Jun 7, 2016 | FIKNX vs FTIHX |
Often Compared With FIKNX
What investors most often compare with FIKNX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 69 | 8.80% | Sep 24, 2019 | FIKNX vs AVUV | |
| Fidelity Small Cap Index Fund | Small Cap Blend Equities | 64 | 0.91% | Sep 8, 2011 | FIKNX vs FSSNX | |
| Vanguard Information Technology Index Fund Admiral... | Technology Equities | 61 | -7.30% | Mar 25, 2004 | FIKNX vs VITAX |
Compare FIKNX with Any Fund or Stock
Compare FIKNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.