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%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | FVLKX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 37.20B | Sep 2011 | FVLKX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | FVLKX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | FVLKX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | FVLKX vs VMVIX |
Best Risk-Adjusted Alternatives to FVLKX
FVLKX has a PortfoliosLab risk / return rank of 89. There are 14 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund Retirement Class | 97 | — | Mar 2016 | FVLKX vs HNMVX | |
| Harbor Mid Cap Value Fund | 96 | — | Mar 2002 | FVLKX vs HAMVX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 94 | — | Aug 1998 | FVLKX vs NCBVX | |
| Columbia Select Mid Cap Value Fund | 92 | — | Nov 2001 | FVLKX vs NAMAX | |
| Fidelity Advisor Value Strategies Fund Class I | 91 | — | Jul 1995 | FVLKX vs FASOX |
Top Performing FVLKX Alternatives (YTD)
FVLKX is at 25.23% YTD. There are 12 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 29.05%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 29.05% | — | Dec 1983 | FVLKX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 29.02% | — | Jul 1995 | FVLKX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 28.83% | — | Sep 1996 | FVLKX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 28.64% | — | Aug 1986 | FVLKX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 28.24% | — | Aug 2001 | FVLKX vs FVCSX |
Lowest Volatility Alternatives to FVLKX
FVLKX has 16.32% 1-year volatility. There are 87 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.39% | 37.20B | Sep 2011 | FVLKX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.39% | — | Aug 2006 | FVLKX vs VMVIX | |
| Principal MidCap Value Fund I | 11.80% | — | Dec 2003 | FVLKX vs PVMIX | |
| American Century Mid Cap Value Fund | 11.82% | 5.65B | Mar 2004 | FVLKX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.82% | — | Mar 2004 | FVLKX vs ACLAX |
Lowest Drawdown Alternatives to FVLKX
FVLKX has a 1-year max drawdown of -9.86%. There are 76 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | FVLKX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | FVLKX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | FVLKX vs FIUSX | |
| Harbor Mid Cap Value Fund Retirement Class | -6.84% | — | Mar 2016 | FVLKX vs HNMVX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | FVLKX vs HAMVX |
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 | FVLKX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FVLKX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FVLKX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FVLKX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FVLKX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FVLKX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FVLKX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FVLKX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FVLKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FVLKX vs FTIHX |
Often Compared With FVLKX
Investors most often compare FVLKX with FCNKX, BSCFX, FLPKX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare FVLKX with Any Fund or Stock
Compare FVLKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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