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 a closer substitute for your current allocation.
Cheapest Alternatives to FISVX
FISVX charges 0.05% annually. No mutual funds in the Small Cap Value Equities category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.06%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | FISVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | FISVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | FISVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | FISVX vs VRTVX | |
| Vanguard Small Cap Value Index Fund | 0.19% | — | May 1998 | FISVX vs VISVX |
Best Risk-Adjusted Alternatives to FISVX
FISVX has a PortfoliosLab risk / return rank of 80. There are 18 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 90 | — | May 1998 | FISVX vs AVALX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | FISVX vs MMEYX | |
| Transamerica Small Cap Value | 88 | — | Jan 2003 | FISVX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 86 | — | Apr 2006 | FISVX vs ICISX | |
| Third Avenue Small Cap Value Fund | 86 | — | Apr 1997 | FISVX vs TASCX |
Top Performing FISVX Alternatives (YTD)
FISVX is at 22.20% YTD. There are 33 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.12% | — | Dec 1996 | FISVX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | FISVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.34% | — | Apr 2021 | FISVX vs FESCX | |
| Invesco Small Cap Value Fund | 27.70% | — | Jun 1999 | FISVX vs VSCAX | |
| Columbia Select Small Cap Value Fund | 26.68% | — | Apr 1997 | FISVX vs SSCVX |
Lowest Volatility Alternatives to FISVX
FISVX has 17.87% 1-year volatility. There are 81 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 | FISVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.30% | — | Apr 2019 | FISVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | FISVX vs TASCX | |
| VELA Small Cap Fund | 14.29% | — | Sep 2020 | FISVX vs VESMX | |
| Royce Special Equity Fund | 14.30% | — | May 1998 | FISVX vs RYSEX |
Lowest Drawdown Alternatives to FISVX
FISVX has a 1-year max drawdown of -8.54%. There are 19 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 | FISVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | FISVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | FISVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | FISVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | FISVX 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 | 63 | 11.06% | — | Feb 1988 | FISVX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 92 | 69.83% | — | Jul 1985 | FISVX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 11.89% | — | — | FISVX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 11.88% | — | — | FISVX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 19 | 5.06% | — | — | FISVX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 61 | 16.81% | — | Dec 1987 | FISVX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.81% | 176.32B | May 1967 | FISVX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 61 | 11.15% | — | — | FISVX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.41% | — | Nov 1997 | FISVX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 55 | 13.57% | — | Jun 2016 | FISVX vs FTIHX |
Often Compared With FISVX
Investors most often compare FISVX with AVUV, FSSNX, VBR. These 20 comparison targets span 7 categories, 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.
Pair FISVX with funds that move differently
Fidelity Small Cap Value Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FISVX.
Explore FISVX Diversifiers