Fidelity Mid-Cap Stock Fund (FMCSX) belongs to the Mid 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 FMCSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FMCSX
FMCSX charges 0.85% annually. There are 56 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | FMCSX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | FMCSX vs VMCIX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | FMCSX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | FMCSX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | FMCSX vs VEMPX |
Best Risk-Adjusted Alternatives to FMCSX
FMCSX has a PortfoliosLab risk / return rank of 61. There are 28 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | FMCSX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | FMCSX vs VSEQX | |
| Destinations Small-Mid Cap Equity Fund | 81 | — | Mar 2017 | FMCSX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 81 | — | Aug 2013 | FMCSX vs FZAMX | |
| Gotham Enhanced Return Fund | 81 | — | May 2013 | FMCSX vs GENIX |
Top Performing FMCSX Alternatives (YTD)
FMCSX is at 17.93% YTD. There are 37 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.08% | — | Jan 2005 | FMCSX vs PFSLX | |
| 13D Activist Fund | 31.93% | — | Dec 2011 | FMCSX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 31.25% | — | Aug 2015 | FMCSX vs FZFLX | |
| Hodges Fund | 28.60% | — | Oct 1992 | FMCSX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 25.16% | — | Aug 2013 | FMCSX vs FZAMX |
Lowest Volatility Alternatives to FMCSX
FMCSX has 16.45% 1-year volatility. There are 73 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | FMCSX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | FMCSX vs TLVAX | |
| Boston Trust Midcap Fund | 11.81% | — | — | FMCSX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | FMCSX vs WAMFX | |
| Victory RS Investors Fund | 11.97% | — | Nov 2005 | FMCSX vs RSINX |
Lowest Drawdown Alternatives to FMCSX
FMCSX has a 1-year max drawdown of -8.55%. There are 27 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | FMCSX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | FMCSX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | FMCSX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | FMCSX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | FMCSX vs DNLDX |
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 | FMCSX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 92 | 69.83% | — | Jul 1985 | FMCSX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 11.89% | — | — | FMCSX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 11.88% | — | — | FMCSX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 19 | 5.06% | — | — | FMCSX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 61 | 16.81% | — | Dec 1987 | FMCSX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.81% | 176.32B | May 1967 | FMCSX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 61 | 11.15% | — | — | FMCSX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.41% | — | Nov 1997 | FMCSX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 55 | 13.57% | — | Jun 2016 | FMCSX vs FTIHX |
Often Compared With FMCSX
Investors most often compare FMCSX with VO, FLPSX, VIMAX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare FMCSX with Any Fund or Stock
Compare FMCSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FMCSX with funds that move differently
Fidelity Mid-Cap Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FMCSX.
Explore FMCSX Diversifiers