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 120 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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | FVDKX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FVDKX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | FVDKX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | FVDKX vs VVIAX |
Best Risk-Adjusted Alternatives to FVDKX
FVDKX has a PortfoliosLab risk / return rank of 75. There are 99 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 | FVDKX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | FVDKX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | FVDKX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | FVDKX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | FVDKX vs SABTX |
Top Performing FVDKX Alternatives (YTD)
FVDKX is at 10.31% YTD. There are 135 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | FVDKX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | FVDKX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | FVDKX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | FVDKX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | FVDKX vs PXTIX |
Lowest Volatility Alternatives to FVDKX
FVDKX has 10.28% 1-year volatility. There are 85 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | FVDKX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | FVDKX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | FVDKX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | FVDKX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | FVDKX vs FLCCX |
Lowest Drawdown Alternatives to FVDKX
FVDKX has a 1-year max drawdown of -6.85%. There are 109 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | FVDKX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | FVDKX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FVDKX vs HFCVX | |
| Torray 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 | 73 | 11.71% | — | Feb 1988 | FVDKX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 85.56% | — | Jul 1985 | FVDKX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 72 | 12.01% | — | — | FVDKX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 32 | 8.60% | — | — | FVDKX vs FSPGX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 71 | 12.08% | — | — | FVDKX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 75 | 18.56% | — | Dec 1987 | FVDKX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 35 | 7.76% | 176.32B | May 1967 | FVDKX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 71 | 11.56% | — | — | FVDKX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 27 | 9.51% | — | Nov 1997 | FVDKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 58 | 15.53% | — | Jun 2016 | FVDKX vs FTIHX |
Often Compared With FVDKX
Investors most often compare FVDKX with TMMAX, ACIIX, LEXCX. These 11 comparison targets span 1 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