Fidelity Value Discovery Fund Class K (FVDKX) 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 FVDKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FVDKX
FVDKX charges 0.70% annually. There are 117 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 | FVDKX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | FVDKX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FVDKX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FVDKX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | FVDKX vs TILVX |
Best Risk-Adjusted Alternatives to FVDKX
FVDKX has a PortfoliosLab risk / return rank of 95. There are 27 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | FVDKX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | FVDKX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | FVDKX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | FVDKX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | FVDKX vs MALVX |
Top Performing FVDKX Alternatives (YTD)
FVDKX is at 17.33% YTD. There are 74 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | FVDKX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | FVDKX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | FVDKX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | FVDKX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | FVDKX vs YAFFX |
Lowest Volatility Alternatives to FVDKX
FVDKX has 10.59% 1-year volatility. There are 86 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | FVDKX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | FVDKX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | FVDKX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | FVDKX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | FVDKX vs ACIIX |
Lowest Drawdown Alternatives to FVDKX
FVDKX has a 1-year max drawdown of -6.85%. There are 102 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 | FVDKX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FVDKX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FVDKX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | FVDKX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FVDKX 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 | 64 | 9.35% | — | Feb 1988 | FVDKX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FVDKX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FVDKX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FVDKX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FVDKX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FVDKX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FVDKX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FVDKX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FVDKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FVDKX vs FTIHX |
Often Compared With FVDKX
Investors most often compare FVDKX with TMMAX, DQIRX, VVIAX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FVDKX with Any Fund or Stock
Compare FVDKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FVDKX with funds that move differently
Fidelity Value Discovery Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FVDKX.
Explore FVDKX Diversifiers