Fidelity Value Discovery Fund (FVDFX) belongs to the Large 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 FVDFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FVDFX
FVDFX charges 0.80% annually. There are 169 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | FVDFX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FVDFX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FVDFX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | FVDFX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | FVDFX vs VVIAX |
Best Risk-Adjusted Alternatives to FVDFX
FVDFX has a PortfoliosLab risk / return rank of 81. There are 92 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | FVDFX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | FVDFX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | FVDFX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | FVDFX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | FVDFX vs AVLVX |
Top Performing FVDFX Alternatives (YTD)
FVDFX is at 10.93% YTD. There are 129 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | FVDFX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | FVDFX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | FVDFX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | FVDFX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | FVDFX vs NPRTX |
Lowest Volatility Alternatives to FVDFX
FVDFX has 10.52% 1-year volatility. There are 78 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | FVDFX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | FVDFX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | FVDFX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | FVDFX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | FVDFX vs TMMAX |
Lowest Drawdown Alternatives to FVDFX
FVDFX has a 1-year max drawdown of -6.85%. There are 105 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | FVDFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FVDFX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FVDFX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | FVDFX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FVDFX vs SVAIX |
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 | 65 | 9.79% | — | Feb 1988 | FVDFX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 89.12% | — | Jul 1985 | FVDFX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 10.41% | — | — | FVDFX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 10.43% | — | — | FVDFX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 21 | 3.18% | — | — | FVDFX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 68 | 16.84% | — | Dec 1987 | FVDFX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 8.62% | 176.32B | May 1967 | FVDFX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 62 | 9.63% | — | — | FVDFX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 39 | 10.74% | — | Nov 1997 | FVDFX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 66 | 15.70% | — | Jun 2016 | FVDFX vs FTIHX |
Often Compared With FVDFX
Investors most often compare FVDFX with EFV, OAKMX, SCHD. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare FVDFX with Any Fund or Stock
Compare FVDFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FVDFX with funds that move differently
Fidelity Value Discovery Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FVDFX.
Explore FVDFX Diversifiers