Fidelity Mid Cap Value Fund (FSMVX) Alternatives
Fidelity Mid Cap Value Fund (FSMVX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FSMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FSMVX
FSMVX charges 0.57% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among FSMVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | FSMVX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | FSMVX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | FSMVX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | FSMVX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | FSMVX vs VMVIX |
Best Risk-Adjusted Alternatives to FSMVX
Among mutual funds in the Mid Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | FSMVX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | FSMVX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | FSMVX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | FSMVX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | FSMVX vs VVOAX |
Top Performing FSMVX Alternatives (YTD)
FSMVX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | FSMVX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | FSMVX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | FSMVX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | FSMVX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | FSMVX vs HWMIX |
Lowest Volatility Alternatives to FSMVX
FSMVX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | FSMVX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | FSMVX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | FSMVX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | FSMVX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | FSMVX vs RSVAX |
Lowest Drawdown Alternatives to FSMVX
FSMVX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | FSMVX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | FSMVX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | FSMVX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | FSMVX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | FSMVX vs CISMX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FSMVX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FSMVX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FSMVX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FSMVX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FSMVX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FSMVX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FSMVX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FSMVX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FSMVX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FSMVX vs FTIHX |
Often Compared With FSMVX
What investors most often compare with FSMVX, based on PortfoliosLab usage data.
Compare FSMVX with Any Fund or Stock
Compare FSMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.