Fidelity Value Fund Class K (FVLKX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FVLKX
FVLKX charges 0.71% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among FVLKX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | FVLKX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | FVLKX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | FVLKX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | FVLKX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | FVLKX vs VMVIX |
Best Risk-Adjusted Alternatives to FVLKX
Among mutual funds in the Mid Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | FVLKX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | FVLKX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | FVLKX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | FVLKX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | FVLKX vs VVOAX |
Top Performing FVLKX Alternatives (YTD)
FVLKX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | FVLKX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | FVLKX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | FVLKX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | FVLKX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | FVLKX vs HWMIX |
Lowest Volatility Alternatives to FVLKX
FVLKX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | FVLKX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | FVLKX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | FVLKX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | FVLKX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | FVLKX vs RSVAX |
Lowest Drawdown Alternatives to FVLKX
FVLKX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | FVLKX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | FVLKX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | FVLKX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | FVLKX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | FVLKX vs CISMX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FVLKX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FVLKX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FVLKX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FVLKX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FVLKX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FVLKX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FVLKX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FVLKX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FVLKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FVLKX vs FTIHX |
Often Compared With FVLKX
What investors most often compare with FVLKX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Fund | Large Cap Growth Equities | 43 | -8.57% | — | FVLKX vs FCNKX | |
| Fidelity Low-Priced Stock Fund Class K | Mid Cap Value Equities | 43 | -1.02% | May 9, 2008 | FVLKX vs FLPKX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | -10.87% | Sep 30, 1997 | FVLKX vs BSCFX | |
| Fidelity International Capital Appreciation Fund | Foreign Large Cap Equities | — | — | Nov 1, 1994 | FVLKX vs FIVFX | |
| Fidelity Mid Cap Index Fund | Mid Cap Blend Equities | 34 | -1.30% | Sep 8, 2011 | FVLKX vs FSMDX | |
| Fidelity Growth & Income Portfolio | Large Cap Value Equities | 68 | -3.02% | Dec 30, 1985 | FVLKX vs FGRIX | |
| Fidelity Puritan Fund | Diversified Portfolio | 60 | -3.53% | Apr 16, 1947 | FVLKX vs FPURX | |
| Fidelity Value Factor ETF | Large Cap Value Equities | 66 | -3.56% | Sep 12, 2016 | FVLKX vs FVAL |
Compare FVLKX with Any Fund or Stock
Compare FVLKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.