Fidelity Small Cap Growth K6 Fund (FOCSX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FOCSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FOCSX
FOCSX charges 0.60% annually. There are 9 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | FOCSX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | FOCSX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | FOCSX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | FOCSX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | FOCSX vs VISGX |
Best Risk-Adjusted Alternatives to FOCSX
FOCSX has a PortfoliosLab risk / return rank of 62. There are 37 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | FOCSX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | FOCSX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | FOCSX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | FOCSX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | FOCSX vs NEAIX |
Top Performing FOCSX Alternatives (YTD)
FOCSX is at 24.33% YTD. There are 30 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | FOCSX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | FOCSX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | FOCSX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | FOCSX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | FOCSX vs OBMCX |
Lowest Volatility Alternatives to FOCSX
FOCSX has 22.48% 1-year volatility. There are 108 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | FOCSX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | FOCSX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | FOCSX vs ETEGX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | FOCSX vs ETMGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | FOCSX vs NBGNX |
Lowest Drawdown Alternatives to FOCSX
FOCSX has a 1-year max drawdown of -12.98%. There are 65 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | FOCSX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | FOCSX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | FOCSX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | FOCSX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | FOCSX vs RFIMX |
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 | FOCSX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 92 | 69.83% | — | Jul 1985 | FOCSX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 11.89% | — | — | FOCSX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 11.88% | — | — | FOCSX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 19 | 5.06% | — | — | FOCSX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 61 | 16.81% | — | Dec 1987 | FOCSX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.81% | 176.32B | May 1967 | FOCSX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 61 | 11.15% | — | — | FOCSX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.41% | — | Nov 1997 | FOCSX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 55 | 13.57% | — | Jun 2016 | FOCSX vs FTIHX |
Often Compared With FOCSX
Investors most often compare FOCSX with FDFIX, TPLGX, FSMAX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare FOCSX with Any Fund or Stock
Compare FOCSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FOCSX with funds that move differently
Fidelity Small Cap Growth K6 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FOCSX.
Explore FOCSX Diversifiers