Fidelity Series Small Cap Opportunities Fund (FSOPX) 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 FSOPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FSOPX
FSOPX charges 0.00% annually. No mutual funds in the Small Cap Blend Equities category have lower expense ratios; 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 | FSOPX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | FSOPX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | FSOPX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | FSOPX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | FSOPX vs TISBX |
Best Risk-Adjusted Alternatives to FSOPX
FSOPX has a PortfoliosLab risk / return rank of 79. There are 20 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | FSOPX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | FSOPX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | FSOPX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | FSOPX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | FSOPX vs GQSCX |
Top Performing FSOPX Alternatives (YTD)
FSOPX is at 21.70% YTD. There are 47 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | FSOPX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | FSOPX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | FSOPX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | FSOPX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | FSOPX vs FTMSX |
Lowest Volatility Alternatives to FSOPX
FSOPX has 18.62% 1-year volatility. There are 111 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | FSOPX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | FSOPX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | FSOPX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | FSOPX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | FSOPX vs BOSOX |
Lowest Drawdown Alternatives to FSOPX
FSOPX has a 1-year max drawdown of -9.99%. There are 74 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 | FSOPX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | FSOPX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | FSOPX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | FSOPX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | FSOPX 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 | 63 | 11.06% | — | Feb 1988 | FSOPX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 92 | 69.83% | — | Jul 1985 | FSOPX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 11.89% | — | — | FSOPX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 11.88% | — | — | FSOPX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 19 | 5.06% | — | — | FSOPX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 61 | 16.81% | — | Dec 1987 | FSOPX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.81% | 176.32B | May 1967 | FSOPX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 61 | 11.15% | — | — | FSOPX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.41% | — | Nov 1997 | FSOPX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 55 | 13.57% | — | Jun 2016 | FSOPX vs FTIHX |
Often Compared With FSOPX
Investors most often compare FSOPX with FSMD, FDSCX, VIOO. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare FSOPX with Any Fund or Stock
Compare FSOPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSOPX with funds that move differently
Fidelity Series Small Cap Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSOPX.
Explore FSOPX Diversifiers