FOCSX Alternatives & Similar Mutual Funds

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
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	FOCSX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	42.80B	May 2000	FOCSX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	42.80B	Sep 2011	FOCSX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	FOCSX vs VRTGX
VISGX	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 50. There are 41 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	95	—	Dec 2016	FOCSX vs NESIX
NESGX	Needham Small Cap Growth Fund	95	—	May 2002	FOCSX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	94	—	Dec 2016	FOCSX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	94	—	Sep 2001	FOCSX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	90	—	Dec 1995	FOCSX vs OBMCX

Top Performing FOCSX Alternatives (YTD)

FOCSX is at 18.94% YTD. There are 46 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 82.25%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	82.25%	—	Dec 2016	FOCSX vs NESIX
NESGX	Needham Small Cap Growth Fund	81.77%	—	May 2002	FOCSX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	59.81%	—	Dec 2016	FOCSX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	59.55%	—	Sep 2001	FOCSX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	45.67%	—	Dec 1995	FOCSX vs OBMCX

Lowest Volatility Alternatives to FOCSX

FOCSX has 21.35% 1-year volatility. There are 102 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.15%.

Symbol	Name	Volatility 1Y	AUM	Inception
EMCAX	Empiric 2500 Fund	14.15%	—	Nov 1995	FOCSX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.15%	—	Jul 2011	FOCSX vs CMCIX
NBGNX	Neuberger Berman Genesis Fund	16.04%	—	Sep 1988	FOCSX vs NBGNX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	16.04%	—	Jul 1999	FOCSX vs NBGIX
ETEGX	Eaton Vance Small-Cap Fund	16.05%	—	Jan 1997	FOCSX vs ETEGX

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
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	FOCSX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	FOCSX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	FOCSX vs WMKSX
EMCAX	Empiric 2500 Fund	-8.60%	—	Nov 1995	FOCSX vs EMCAX
RFIMX	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
FXAIX	Fidelity 500 Index Fund	S&P 500	73	11.71%	—	Feb 1988	FOCSX vs FXAIX
FSELX	Fidelity Select Semiconductors Portfolio	Semiconductors, Technology Equities	97	85.56%	—	Jul 1985	FOCSX vs FSELX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	72	12.01%	—	—	FOCSX vs FZROX
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	32	8.60%	—	—	FOCSX vs FSPGX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	71	12.08%	—	—	FOCSX vs FSKAX
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	75	18.56%	—	Dec 1987	FOCSX vs FBGRX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	35	7.76%	176.32B	May 1967	FOCSX vs FCNTX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	71	11.56%	—	—	FOCSX vs FNILX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	27	9.51%	—	Nov 1997	FOCSX vs FSPSX
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	58	15.53%	—	Jun 2016	FOCSX vs FTIHX

Often Compared With FOCSX

Investors most often compare FOCSX with FDFIX, TPLGX, RERGX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FDFIX	Fidelity Flex 500 Index Fund	Large Cap Blend Equities	70	11.53%	—	Mar 2017	FOCSX vs FDFIX
TPLGX	T. Rowe Price Institutional Large Cap Core Growth ...	Large Cap Growth Equities	20	5.50%	—	Sep 2003	FOCSX vs TPLGX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	40	12.33%	—	—	FOCSX vs RERGX
FSMAX	Fidelity Extended Market Index Fund	Mid Cap Growth Equities	47	14.89%	—	—	FOCSX vs FSMAX
AAPL	Apple Inc		89	14.34%	—	—	FOCSX vs AAPL
FSGGX	Fidelity Global ex U.S. Index Fund	Foreign Large Cap Equities	59	15.86%	—	Aug 2011	FOCSX vs FSGGX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	80	19.01%	94.95B	Oct 2011	FOCSX vs SCHD
GWGIX	AMG GW&K Small/Mid Cap Fund	Mid Cap Growth Equities	35	14.86%	—	Jun 2015	FOCSX vs GWGIX
TCMSX	Voya Small Cap Growth Fund	Small Cap Growth Equities	63	18.13%	—	Oct 2004	FOCSX vs TCMSX
SCHX	Schwab U.S. Large-Cap ETF	Large Cap Blend Equities	67	10.72%	72.63B	Nov 2009	FOCSX vs SCHX
SCHA	Schwab U.S. Small-Cap ETF	Small Cap Growth Equities	71	19.79%	22.78B	Nov 2009	FOCSX vs SCHA
FKICX	Fidelity Small Cap Stock K6 Fund	Small Cap Blend Equities	47	16.78%	—	May 2017	FOCSX vs FKICX
ODIIX	Invesco Discovery Fund Class R6	Small Cap Growth Equities	80	31.17%	—	Jan 2012	FOCSX vs ODIIX
HDPSX	Hodges Small Cap Fund	Small Cap Blend Equities	76	31.07%	—	Dec 2007	FOCSX vs HDPSX
VB	Vanguard Small-Cap ETF	Small Cap Blend Equities	56	14.16%	177.40B	Jan 2004	FOCSX vs VB
FAPCX	Fidelity International Capital Appreciation K6 Fun...	Foreign Large Cap Equities	10	10.07%	—	May 2017	FOCSX vs FAPCX
ASVIX	American Century Small Cap Value Fund	Small Cap Value Equities	21	14.14%	3.25B	Jul 1998	FOCSX vs ASVIX
VEVRX	Victory Sycamore Established Value Fund Class R6	Mid Cap Value Equities	28	11.17%	—	Aug 1983	FOCSX vs VEVRX
DFFVX	DFA U.S. Targeted Value Portfolio	Small Cap Value Equities	56	14.56%	—	Feb 2000	FOCSX vs DFFVX
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	FOCSX vs VOO

Compare FOCSX with Any Fund or Stock

Compare FOCSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

Fidelity Small Cap Growth K6 Fund (FOCSX) Alternatives