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% | 7.51B | May 1997 | FSLCX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | 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 45. There are 116 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | FSLCX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | FSLCX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | FSLCX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | FSLCX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | FSLCX vs WWSIX |
Top Performing FSLCX Alternatives (YTD)
FSLCX is at 16.37% YTD. There are 84 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | FSLCX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | FSLCX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | FSLCX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | FSLCX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | FSLCX vs MOPIX |
Lowest Volatility Alternatives to FSLCX
FSLCX has 18.37% 1-year volatility. There are 117 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | FSLCX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | FSLCX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | FSLCX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | FSLCX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | 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% | 2.80B | Apr 2006 | FSLCX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | FSLCX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | FSLCX vs BIAUX |
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 | 73 | 11.71% | — | Feb 1988 | FSLCX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 85.56% | — | Jul 1985 | FSLCX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 72 | 12.01% | — | — | FSLCX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 32 | 8.60% | — | — | FSLCX vs FSPGX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 71 | 12.08% | — | — | FSLCX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 75 | 18.56% | — | Dec 1987 | FSLCX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 35 | 7.76% | 176.32B | May 1967 | FSLCX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 71 | 11.56% | — | — | FSLCX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 27 | 9.51% | — | Nov 1997 | FSLCX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 58 | 15.53% | — | Jun 2016 | FSLCX vs FTIHX |
Often Compared With FSLCX
Investors most often compare FSLCX with IWM, FDSCX, VIOO. These 20 comparison targets span 9 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