Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FZAMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FZAMX
FZAMX charges 0.61% annually. There are 32 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | FZAMX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | FZAMX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | FZAMX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | FZAMX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | FZAMX vs VEMPX |
Best Risk-Adjusted Alternatives to FZAMX
FZAMX has a PortfoliosLab risk / return rank of 81. There are 3 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | FZAMX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | FZAMX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | FZAMX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | FZAMX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class I | 80 | — | Aug 2004 | FZAMX vs FIIMX |
Top Performing FZAMX Alternatives (YTD)
FZAMX is at 25.16% YTD. There are 4 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | FZAMX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | FZAMX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | FZAMX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | FZAMX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class I | 24.55% | — | Aug 2004 | FZAMX vs FIIMX |
Lowest Volatility Alternatives to FZAMX
FZAMX has 17.96% 1-year volatility. There are 100 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | FZAMX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | FZAMX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | FZAMX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | FZAMX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | FZAMX vs RSINX |
Lowest Drawdown Alternatives to FZAMX
FZAMX has a 1-year max drawdown of -9.77%. There are 70 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | FZAMX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | FZAMX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | FZAMX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | FZAMX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | FZAMX vs DNLDX |
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 | 63 | 11.06% | — | Feb 1988 | FZAMX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 92 | 69.83% | — | Jul 1985 | FZAMX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 11.89% | — | — | FZAMX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 11.88% | — | — | FZAMX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 19 | 5.06% | — | — | FZAMX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 61 | 16.81% | — | Dec 1987 | FZAMX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.81% | 176.32B | May 1967 | FZAMX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 61 | 11.15% | — | — | FZAMX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.41% | — | Nov 1997 | FZAMX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 55 | 13.57% | — | Jun 2016 | FZAMX vs FTIHX |
Often Compared With FZAMX
Investors most often compare FZAMX with VNVYX, LLSCX, MDPIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FZAMX with Any Fund or Stock
Compare FZAMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FZAMX with funds that move differently
Fidelity Advisor Mid Cap II Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FZAMX.
Explore FZAMX Diversifiers