Fidelity Small Cap Value Index Fund (FISVX) Alternatives
Fidelity Small Cap Value Index Fund (FISVX) 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 FISVX. 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 FISVX
FISVX charges 0.05% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among FISVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | FISVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | FISVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | FISVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | FISVX vs VSMVX | |
| Vanguard Small Cap Value Index Fund | 0.19% | May 21, 1998 | FISVX vs VISVX |
Best Risk-Adjusted Alternatives to FISVX
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 | FISVX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | FISVX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | FISVX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | FISVX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | FISVX vs MMEYX |
Top Performing FISVX Alternatives (YTD)
FISVX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | FISVX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | FISVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | FISVX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | FISVX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | FISVX vs MMEYX |
Lowest Volatility Alternatives to FISVX
FISVX 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 | FISVX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | FISVX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | FISVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | FISVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | FISVX vs TASCX |
Lowest Drawdown Alternatives to FISVX
FISVX 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 | FISVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | FISVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | FISVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | FISVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | FISVX 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 | 46 | -7.05% | Feb 17, 1988 | FISVX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FISVX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FISVX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FISVX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FISVX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FISVX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FISVX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FISVX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FISVX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FISVX vs FTIHX |
Often Compared With FISVX
What investors most often compare with FISVX, based on PortfoliosLab usage data.
Compare FISVX with Any Fund or Stock
Compare FISVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.