Fidelity Advisor Value Fund Class M (FTVFX) 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 FTVFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTVFX
FTVFX charges 1.40% annually. There are 102 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 | FTVFX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.70B | Sep 2011 | FTVFX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | FTVFX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | FTVFX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | FTVFX vs VMVIX |
Best Risk-Adjusted Alternatives to FTVFX
FTVFX has a PortfoliosLab risk / return rank of 63. There are 32 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 89 | — | Nov 2001 | FTVFX vs SMVTX | |
| Invesco Value Opportunities Fund Class Y | 87 | — | Mar 2005 | FTVFX vs VVOIX | |
| Invesco Value Opportunities Fund | 87 | — | Jun 2001 | FTVFX vs VVOAX | |
| Invesco V.I. American Value Fund | 87 | — | Jan 1997 | FTVFX vs UMCVX | |
| Harbor Mid Cap Value Fund | 86 | — | Mar 2002 | FTVFX vs HAMVX |
Top Performing FTVFX Alternatives (YTD)
FTVFX is at 16.44% YTD. There are 28 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 24.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco V.I. American Value Fund | 24.24% | — | Jan 1997 | FTVFX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.11% | — | Mar 2005 | FTVFX vs VVOIX | |
| Invesco Value Opportunities Fund | 23.96% | — | Jun 2001 | FTVFX vs VVOAX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 21.54% | — | Nov 2001 | FTVFX vs SMVTX | |
| Fidelity Value Strategies Fund | 21.04% | — | Dec 1983 | FTVFX vs FSLSX |
Lowest Volatility Alternatives to FTVFX
FTVFX has 16.05% 1-year volatility. There are 82 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.41% | 36.70B | Sep 2011 | FTVFX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.42% | — | Aug 2006 | FTVFX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.52% | — | Dec 2013 | FTVFX vs NMAVX | |
| Principal MidCap Value Fund I | 11.74% | — | Dec 2003 | FTVFX vs PVMIX | |
| American Century Mid Cap Value Fund A Class | 11.88% | — | Mar 2004 | FTVFX vs ACLAX |
Lowest Drawdown Alternatives to FTVFX
FTVFX has a 1-year max drawdown of -9.97%. There are 85 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 | FTVFX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | FTVFX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | FTVFX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | FTVFX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.70B | Sep 2011 | FTVFX vs VMVAX |
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 | FTVFX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 85.56% | — | Jul 1985 | FTVFX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 72 | 12.01% | — | — | FTVFX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 32 | 8.60% | — | — | FTVFX vs FSPGX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 71 | 12.08% | — | — | FTVFX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 75 | 18.56% | — | Dec 1987 | FTVFX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 35 | 7.76% | 176.32B | May 1967 | FTVFX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 71 | 11.56% | — | — | FTVFX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 27 | 9.51% | — | Nov 1997 | FTVFX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 58 | 15.53% | — | Jun 2016 | FTVFX vs FTIHX |
Often Compared With FTVFX
Investors most often compare FTVFX with FXNAX, ACMVX, AMDVX. These 14 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FTVFX with Any Fund or Stock
Compare FTVFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTVFX with funds that move differently
Fidelity Advisor Value Fund Class M alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTVFX.
Explore FTVFX Diversifiers