Fidelity Mid Cap Value Index Fund (FIMVX) 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 FIMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIMVX
FIMVX charges 0.05% 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 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | FIMVX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | FIMVX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | FIMVX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | FIMVX vs VMVIX | |
| DFA U.S. Vector Equity Fund | 0.28% | — | Dec 2005 | FIMVX vs DFVEX |
Best Risk-Adjusted Alternatives to FIMVX
FIMVX has a PortfoliosLab risk / return rank of 72. There are 29 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 | FIMVX vs SMVTX | |
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | FIMVX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | FIMVX vs NAMAX | |
| Delaware Opportunity Fund | 87 | — | Aug 1992 | FIMVX vs FIUSX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 85 | — | Aug 1998 | FIMVX vs NCBVX |
Top Performing FIMVX Alternatives (YTD)
FIMVX is at 17.15% YTD. There are 34 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 | FIMVX vs SMVTX | |
| Invesco V.I. American Value Fund | 24.46% | — | Jan 1997 | FIMVX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.28% | — | Mar 2005 | FIMVX vs VVOIX | |
| Fidelity Value Strategies Fund | 24.18% | — | Dec 1983 | FIMVX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 24.15% | — | Jul 1995 | FIMVX vs FASOX |
Lowest Volatility Alternatives to FIMVX
FIMVX has 13.55% 1-year volatility. There are 36 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 | FIMVX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.65% | — | Aug 2006 | FIMVX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.66% | — | Dec 2013 | FIMVX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.98% | 5.65B | Mar 2004 | FIMVX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 12.00% | — | Mar 2004 | FIMVX vs ACLAX |
Lowest Drawdown Alternatives to FIMVX
FIMVX has a 1-year max drawdown of -7.52%. There are 21 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 | FIMVX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | FIMVX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | FIMVX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | FIMVX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | FIMVX 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 | FIMVX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 89.12% | — | Jul 1985 | FIMVX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 10.41% | — | — | FIMVX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 10.43% | — | — | FIMVX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 21 | 3.18% | — | — | FIMVX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 68 | 16.84% | — | Dec 1987 | FIMVX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 8.62% | 176.32B | May 1967 | FIMVX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 62 | 9.63% | — | — | FIMVX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 39 | 10.74% | — | Nov 1997 | FIMVX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 66 | 15.70% | — | Jun 2016 | FIMVX vs FTIHX |
Often Compared With FIMVX
Investors most often compare FIMVX with FSMDX, FMDGX, IWS. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare FIMVX with Any Fund or Stock
Compare FIMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIMVX with funds that move differently
Fidelity Mid Cap Value Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIMVX.
Explore FIMVX Diversifiers