Fidelity Advisor 529 Small Cap Portfolio Class A (FSLAX) 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 FSLAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FSLAX
Among 172 mutual funds in the Small Cap Blend Equities category with expense-ratio data, 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 | FSLAX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | FSLAX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | FSLAX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | FSLAX vs VSCIX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | FSLAX vs TISBX |
Best Risk-Adjusted Alternatives to FSLAX
FSLAX has a PortfoliosLab risk / return rank of 83. There are 14 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 | FSLAX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | FSLAX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | FSLAX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | FSLAX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | FSLAX vs RYOTX |
Top Performing FSLAX Alternatives (YTD)
FSLAX is at 23.82% YTD. There are 22 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 | FSLAX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | FSLAX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | FSLAX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | FSLAX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | FSLAX vs HASCX |
Lowest Volatility Alternatives to FSLAX
FSLAX has 18.58% 1-year volatility. There are 110 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 | FSLAX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | FSLAX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | FSLAX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | FSLAX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | FSLAX vs BOSOX |
Lowest Drawdown Alternatives to FSLAX
FSLAX has a 1-year max drawdown of -9.36%. There are 52 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 | FSLAX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | FSLAX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | FSLAX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | FSLAX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | FSLAX 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 | FSLAX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 89.12% | — | Jul 1985 | FSLAX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 10.41% | — | — | FSLAX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 10.43% | — | — | FSLAX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 21 | 3.18% | — | — | FSLAX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 68 | 16.84% | — | Dec 1987 | FSLAX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 8.62% | 176.32B | May 1967 | FSLAX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 62 | 9.63% | — | — | FSLAX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 39 | 10.74% | — | Nov 1997 | FSLAX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 66 | 15.70% | — | Jun 2016 | FSLAX vs FTIHX |
Often Compared With FSLAX
Investors most often compare FSLAX with AUERX, VSMAX, NINLX. These 4 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Auer Growth Fund | Small Cap Blend Equities | 86 | 15.25% | — | Dec 2007 | FSLAX vs AUERX | |
| Vanguard Small-Cap Index Fund Admiral Shares | Small Cap Blend Equities | 55 | 15.72% | 182.70B | Nov 2000 | FSLAX vs VSMAX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 87 | 23.42% | — | May 2010 | FSLAX vs NINLX | |
| Brown Advisory Small-Cap Fundamental Value Fund | Small Cap Blend Equities | 59 | 16.25% | — | Dec 2008 | FSLAX vs BIAUX |
Compare FSLAX with Any Fund or Stock
Compare FSLAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSLAX with funds that move differently
Fidelity Advisor 529 Small Cap Portfolio Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSLAX.
Explore FSLAX Diversifiers