Fidelity Mid Cap Value Index Fund (FIMVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FIMVX
FIMVX charges 0.05% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among FIMVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | FIMVX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | FIMVX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | FIMVX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | FIMVX vs VMVIX | |
| DFA U.S. Vector Equity Fund | 0.28% | Dec 30, 2005 | FIMVX vs DFVEX |
Best Risk-Adjusted Alternatives to FIMVX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | FIMVX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | FIMVX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | FIMVX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | FIMVX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | FIMVX vs VVOAX |
Top Performing FIMVX Alternatives (YTD)
FIMVX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | FIMVX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | FIMVX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | FIMVX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | FIMVX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | FIMVX vs HWMIX |
Lowest Volatility Alternatives to FIMVX
FIMVX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | FIMVX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | FIMVX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | FIMVX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | FIMVX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | FIMVX vs RSVAX |
Lowest Drawdown Alternatives to FIMVX
FIMVX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | FIMVX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | FIMVX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | FIMVX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | FIMVX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | FIMVX vs CISMX |
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 | 46 | -7.05% | Feb 17, 1988 | FIMVX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FIMVX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FIMVX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FIMVX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FIMVX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FIMVX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FIMVX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FIMVX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FIMVX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FIMVX vs FTIHX |
Often Compared With FIMVX
What investors most often compare with FIMVX, 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.