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 | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | FSOPX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | FSOPX vs VSCIX | |
| 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 73. There are 17 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 | FSOPX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | FSOPX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | FSOPX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | FSOPX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | FSOPX vs WWSIX |
Top Performing FSOPX Alternatives (YTD)
FSOPX is at 16.83% YTD. There are 74 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 | FSOPX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | FSOPX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | FSOPX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | FSOPX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | FSOPX vs MOPIX |
Lowest Volatility Alternatives to FSOPX
FSOPX has 17.92% 1-year volatility. There are 100 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 | FSOPX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | FSOPX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | FSOPX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | FSOPX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | 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% | 2.80B | Apr 2006 | FSOPX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | FSOPX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | FSOPX 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 | FSOPX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 85.56% | — | Jul 1985 | FSOPX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 72 | 12.01% | — | — | FSOPX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 32 | 8.60% | — | — | FSOPX vs FSPGX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 71 | 12.08% | — | — | FSOPX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 75 | 18.56% | — | Dec 1987 | FSOPX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 35 | 7.76% | 176.32B | May 1967 | FSOPX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 71 | 11.56% | — | — | FSOPX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 27 | 9.51% | — | Nov 1997 | FSOPX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 58 | 15.53% | — | Jun 2016 | FSOPX vs FTIHX |
Often Compared With FSOPX
Investors most often compare FSOPX with FSMD, FDSCX, VIOO. These 20 comparison targets span 7 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