Fidelity Advisor Value Strategies Fund Class C (FVCSX) 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 FVCSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FVCSX
FVCSX charges 1.92% annually. There are 111 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 | FVCSX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | FVCSX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | FVCSX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | FVCSX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | FVCSX vs VMVIX |
Best Risk-Adjusted Alternatives to FVCSX
FVCSX has a PortfoliosLab risk / return rank of 85. There are 17 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 94 | — | Mar 2002 | FVCSX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 90 | — | Nov 2001 | FVCSX vs NAMAX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 89 | — | Aug 1998 | FVCSX vs NCBVX | |
| Fidelity Mid Cap Value K6 Fund | 88 | — | May 2017 | FVCSX vs FCMVX | |
| Delaware Opportunity Fund | 88 | — | Aug 1992 | FVCSX vs FIUSX |
Top Performing FVCSX Alternatives (YTD)
FVCSX is at 26.29% YTD. There are 4 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 27.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 27.02% | — | Dec 1983 | FVCSX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 26.99% | — | Jul 1995 | FVCSX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 26.80% | — | Sep 1996 | FVCSX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 26.65% | — | Aug 1986 | FVCSX vs FASPX | |
| Fidelity Mid Cap Value K6 Fund | 25.05% | — | May 2017 | FVCSX vs FCMVX |
Lowest Volatility Alternatives to FVCSX
FVCSX has 17.19% 1-year volatility. There are 99 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.51% | 36.60B | Sep 2011 | FVCSX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.51% | — | Aug 2006 | FVCSX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.79% | — | Dec 2013 | FVCSX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.82% | 5.65B | Mar 2004 | FVCSX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.85% | — | Mar 2004 | FVCSX vs ACLAX |
Lowest Drawdown Alternatives to FVCSX
FVCSX has a 1-year max drawdown of -9.89%. There are 80 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 | FVCSX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | FVCSX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | FVCSX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | FVCSX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | FVCSX 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 | 69 | 11.32% | — | Feb 1988 | FVCSX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 89 | 62.20% | — | Jul 1985 | FVCSX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 69 | 11.80% | — | — | FVCSX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 68 | 11.80% | — | — | FVCSX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 17 | 4.74% | — | — | FVCSX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 56 | 16.03% | — | Dec 1987 | FVCSX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.69% | 176.32B | May 1967 | FVCSX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 65 | 11.11% | — | — | FVCSX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 45 | 10.82% | — | Nov 1997 | FVCSX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 60 | 13.34% | — | Jun 2016 | FVCSX vs FTIHX |
Often Compared With FVCSX
Investors most often compare FVCSX with MCMVX, BBVSX, SMVTX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare FVCSX with Any Fund or Stock
Compare FVCSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FVCSX with funds that move differently
Fidelity Advisor Value Strategies Fund Class C alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FVCSX.
Explore FVCSX Diversifiers