PortfoliosLab logoPortfoliosLab logo

Fidelity Value Fund Class K (FVLKX) 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 FVLKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FVLKX

FVLKX charges 0.71% annually. There are 22 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.


Best Risk-Adjusted Alternatives to FVLKX

FVLKX has a PortfoliosLab risk / return rank of 63. There are 24 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 87.


Top Performing FVLKX Alternatives (YTD)

FVLKX is at 16.56% YTD. There are 19 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 20.64%.


Lowest Volatility Alternatives to FVLKX

FVLKX has 16.22% 1-year volatility. There are 94 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.41%.


Lowest Drawdown Alternatives to FVLKX

FVLKX has a 1-year max drawdown of -9.86%. There are 78 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.


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.


Often Compared With FVLKX

Investors most often compare FVLKX with FCNKX, FLPKX, BSCFX. These 18 comparison targets span 7 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Fidelity Contrafund FundLarge Cap Growth Equities
39
8.01%
FVLKX vs FCNKX
Fidelity Low-Priced Stock Fund Class KMid Cap Value Equities
40
9.60%
May 2008FVLKX vs FLPKX
Baron Small Cap FundSmall Cap Growth Equities
3
-0.91%
Sep 1997FVLKX vs BSCFX
Fidelity Mid Cap Index FundMid Cap Blend Equities
41
12.00%
Sep 2011FVLKX vs FSMDX
Fidelity International Capital Appreciation FundForeign Large Cap EquitiesNov 1994FVLKX vs FIVFX
Fidelity Growth & Income PortfolioLarge Cap Value Equities
61
7.64%
Dec 1985FVLKX vs FGRIX
Fidelity Puritan FundDiversified Portfolio
71
9.76%
Apr 1947FVLKX vs FPURX
Fidelity Value Factor ETFLarge Cap Value Equities
83
11.80%
1.21BSep 2016FVLKX vs FVAL
Clarkston Partners FundMid Cap Value Equities
3
0.56%
Sep 2015FVLKX vs CISMX
American Century Mid Cap Value Fund A ClassMid Cap Value Equities
20
7.11%
Mar 2004FVLKX vs ACLAX
Hotchkis & Wiley Mid-Cap Value FundMid Cap Value Equities
62
15.24%
Jan 1997FVLKX vs HWMIX
Invesco Value Opportunities FundMid Cap Value Equities
80
18.92%
Jun 2001FVLKX vs VVOAX
American Century Mid Cap Value R6Mid Cap Value Equities
21
7.33%
Jul 2013FVLKX vs AMDVX
Touchstone Mid Cap Value FundMid Cap Value Equities
48
13.34%
Sep 2009FVLKX vs TCVIX
Victory RS Value FundMid Cap Value Equities
14
5.63%
Jun 1993FVLKX vs RSVAX
Columbia Select Mid Cap Value FundMid Cap Value Equities
72
16.49%
Nov 2001FVLKX vs NAMAX
Frank Value FundMid Cap Value Equities
23
10.39%
Jul 2004FVLKX vs FRNKX
Nuveen Multi Cap Value FundMid Cap Value Equities
78
12.89%
Nov 1997FVLKX vs NQVRX

Compare FVLKX with Any Fund or Stock

Compare FVLKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair FVLKX with funds that move differently

Fidelity Value Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FVLKX.

Explore FVLKX Diversifiers