Fidelity Small Cap Stock Fund (FSLCX) 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 FSLCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FSLCX
FSLCX charges 0.90% annually. There are 69 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | FSLCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | FSLCX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | FSLCX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | FSLCX vs VSCIX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | FSLCX vs TISBX |
Best Risk-Adjusted Alternatives to FSLCX
FSLCX has a PortfoliosLab risk / return rank of 65. There are 83 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 | FSLCX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | FSLCX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | FSLCX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | FSLCX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | FSLCX vs RYOTX |
Top Performing FSLCX Alternatives (YTD)
FSLCX is at 22.66% YTD. There are 39 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 | FSLCX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | FSLCX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | FSLCX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | FSLCX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | FSLCX vs HASCX |
Lowest Volatility Alternatives to FSLCX
FSLCX has 19.32% 1-year volatility. There are 125 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 | FSLCX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | FSLCX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | FSLCX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | FSLCX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | FSLCX vs BOSOX |
Lowest Drawdown Alternatives to FSLCX
FSLCX has a 1-year max drawdown of -12.51%. There are 152 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 | FSLCX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | FSLCX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | FSLCX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | FSLCX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | FSLCX 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 | FSLCX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 89.12% | — | Jul 1985 | FSLCX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 10.41% | — | — | FSLCX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 10.43% | — | — | FSLCX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 21 | 3.18% | — | — | FSLCX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 68 | 16.84% | — | Dec 1987 | FSLCX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 8.62% | 176.32B | May 1967 | FSLCX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 62 | 9.63% | — | — | FSLCX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 39 | 10.74% | — | Nov 1997 | FSLCX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 66 | 15.70% | — | Jun 2016 | FSLCX vs FTIHX |
Often Compared With FSLCX
Investors most often compare FSLCX with IWM, FDSCX, VIOO. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare FSLCX with Any Fund or Stock
Compare FSLCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSLCX with funds that move differently
Fidelity Small Cap Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSLCX.
Explore FSLCX Diversifiers