Fidelity Series Value Discovery Fund (FNKLX) Alternatives
Fidelity Series Value Discovery Fund (FNKLX) belongs to the Large 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 FNKLX. 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 FNKLX
FNKLX charges 0.00% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among FNKLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | FNKLX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | FNKLX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | FNKLX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | FNKLX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | FNKLX vs TILVX |
Best Risk-Adjusted Alternatives to FNKLX
Among mutual funds in the Large 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | FNKLX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | FNKLX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | FNKLX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | FNKLX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | FNKLX vs VALAX |
Top Performing FNKLX Alternatives (YTD)
FNKLX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | FNKLX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | FNKLX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | FNKLX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | FNKLX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | FNKLX vs HFCVX |
Lowest Volatility Alternatives to FNKLX
FNKLX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | FNKLX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | FNKLX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | FNKLX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | FNKLX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | FNKLX vs ACIIX |
Lowest Drawdown Alternatives to FNKLX
FNKLX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | FNKLX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | FNKLX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | FNKLX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | FNKLX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | FNKLX vs PSECX |
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 | FNKLX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FNKLX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FNKLX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FNKLX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FNKLX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FNKLX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FNKLX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FNKLX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FNKLX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FNKLX vs FTIHX |
Often Compared With FNKLX
What investors most often compare with FNKLX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF | Large Cap Value Equities | 68 | 3.48% | Dec 11, 2009 | FNKLX vs SCHV | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | FNKLX vs SCHD | |
| Gabelli Financial Services Opportunities ETF | Financials Equities | 9 | -9.92% | May 9, 2022 | FNKLX vs GABF |
Compare FNKLX with Any Fund or Stock
Compare FNKLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.