Fidelity Series Small Cap Discovery Fund (FJACX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FJACX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FJACX
FJACX charges 0.00% annually. No mutual funds in the Small Cap Blend Equities category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | FJACX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | FJACX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | FJACX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | FJACX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | FJACX vs VSMAX |
Best Risk-Adjusted Alternatives to FJACX
FJACX has a PortfoliosLab risk / return rank of 58. There are 105 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | FJACX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | FJACX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | FJACX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | FJACX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | FJACX vs RYOTX |
Top Performing FJACX Alternatives (YTD)
FJACX is at 19.00% YTD. There are 103 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | FJACX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | FJACX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | FJACX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | FJACX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | FJACX vs HASCX |
Lowest Volatility Alternatives to FJACX
FJACX has 18.67% 1-year volatility. There are 112 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | FJACX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | FJACX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | FJACX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | FJACX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | FJACX vs BOSOX |
Lowest Drawdown Alternatives to FJACX
FJACX has a 1-year max drawdown of -11.19%. There are 131 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | FJACX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | FJACX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | FJACX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | FJACX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | FJACX vs SSCDX |
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 | FJACX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 89.12% | — | Jul 1985 | FJACX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 10.41% | — | — | FJACX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 10.43% | — | — | FJACX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 21 | 3.18% | — | — | FJACX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 68 | 16.84% | — | Dec 1987 | FJACX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 8.62% | 176.32B | May 1967 | FJACX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 62 | 9.63% | — | — | FJACX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 39 | 10.74% | — | Nov 1997 | FJACX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 66 | 15.70% | — | Jun 2016 | FJACX vs FTIHX |
Often Compared With FJACX
Investors most often compare FJACX with FISMX, BBSC, FTHNX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FJACX with Any Fund or Stock
Compare FJACX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FJACX with funds that move differently
Fidelity Series Small Cap Discovery Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FJACX.
Explore FJACX Diversifiers