Fidelity Advisor Value Strategies Fund Class A (FSOAX) 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 FSOAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FSOAX
FSOAX charges 1.13% annually. There are 81 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | FSOAX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 37.20B | Sep 2011 | FSOAX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | FSOAX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | FSOAX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | FSOAX vs VMVIX |
Best Risk-Adjusted Alternatives to FSOAX
FSOAX has a PortfoliosLab risk / return rank of 56. There are 70 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund Retirement Class | 97 | — | Mar 2016 | FSOAX vs HNMVX | |
| Harbor Mid Cap Value Fund | 96 | — | Mar 2002 | FSOAX vs HAMVX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 94 | — | Aug 1998 | FSOAX vs NCBVX | |
| Columbia Select Mid Cap Value Fund | 92 | — | Nov 2001 | FSOAX vs NAMAX | |
| Fidelity Advisor Value Strategies Fund Class I | 91 | — | Jul 1995 | FSOAX vs FASOX |
Top Performing FSOAX Alternatives (YTD)
FSOAX is at 28.83% YTD. There are 2 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 29.05%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 29.05% | — | Dec 1983 | FSOAX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 29.02% | — | Jul 1995 | FSOAX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class M | 28.64% | — | Aug 1986 | FSOAX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 28.24% | — | Aug 2001 | FSOAX vs FVCSX | |
| Fidelity Mid Cap Value K6 Fund | 26.80% | — | May 2017 | FSOAX vs FCMVX |
Lowest Volatility Alternatives to FSOAX
FSOAX has 19.68% 1-year volatility. There are 111 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.39% | 37.20B | Sep 2011 | FSOAX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.39% | — | Aug 2006 | FSOAX vs VMVIX | |
| Principal MidCap Value Fund I | 11.80% | — | Dec 2003 | FSOAX vs PVMIX | |
| American Century Mid Cap Value Fund | 11.82% | 5.65B | Mar 2004 | FSOAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.82% | — | Mar 2004 | FSOAX vs ACLAX |
Lowest Drawdown Alternatives to FSOAX
FSOAX has a 1-year max drawdown of -11.56%. There are 105 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | FSOAX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | FSOAX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | FSOAX vs FIUSX | |
| Harbor Mid Cap Value Fund Retirement Class | -6.84% | — | Mar 2016 | FSOAX vs HNMVX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | FSOAX vs HAMVX |
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 | 64 | 9.35% | — | Feb 1988 | FSOAX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FSOAX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FSOAX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FSOAX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FSOAX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FSOAX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FSOAX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FSOAX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FSOAX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FSOAX vs FTIHX |
Often Compared With FSOAX
Investors most often compare FSOAX with FMCDX, SMVTX, UMCVX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FSOAX with Any Fund or Stock
Compare FSOAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSOAX with funds that move differently
Fidelity Advisor Value Strategies Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSOAX.
Explore FSOAX Diversifiers