FZAOX Alternatives & Similar Mutual Funds

Fidelity Advisor Small Cap Fund Class Z (FZAOX) belongs to the Small 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 FZAOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FZAOX

FZAOX charges 0.83% annually. There are 56 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.

Symbol	Name	Expense Ratio	AUM	Inception
FSSNX	Fidelity Small Cap Index Fund	0.03%	—	Sep 2011	FZAOX vs FSSNX
VSCPX	Vanguard Small-Cap Index Fund Institutional Plus S...	0.03%	—	Dec 2010	FZAOX vs VSCPX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	0.04%	7.51B	May 1997	FZAOX vs SWSSX
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	0.04%	177.40B	Jul 1997	FZAOX vs VSCIX
VSMAX	Vanguard Small-Cap Index Fund Admiral Shares	0.05%	177.40B	Nov 2000	FZAOX vs VSMAX

Best Risk-Adjusted Alternatives to FZAOX

FZAOX has a PortfoliosLab risk / return rank of 69. There are 25 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
MOPIX	MainStay WMC Small Companies Fund	91	—	Jan 1987	FZAOX vs MOPIX
AUERX	Auer Growth Fund	90	—	Dec 2007	FZAOX vs AUERX
RIVSX	River Oak Discovery Fund	90	—	Jun 2005	FZAOX vs RIVSX
WESCX	TETON Westwood SmallCap Equity Fund	89	—	Apr 1997	FZAOX vs WESCX
WWSIX	Keeley Small Cap Fund Class Institutional	89	—	Apr 1997	FZAOX vs WWSIX

Top Performing FZAOX Alternatives (YTD)

FZAOX is at 18.58% YTD. There are 41 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.

Symbol	Name	YTD Return	AUM	Inception
RYOTX	Royce Micro Cap Series Fund	37.74%	—	Dec 1991	FZAOX vs RYOTX
RIVSX	River Oak Discovery Fund	32.82%	—	Jun 2005	FZAOX vs RIVSX
PVIVX	Paradigm Micro-cap Fund	32.57%	—	Dec 2007	FZAOX vs PVIVX
HDPSX	Hodges Small Cap Fund	31.07%	—	Dec 2007	FZAOX vs HDPSX
MOPIX	MainStay WMC Small Companies Fund	27.70%	—	Jan 1987	FZAOX vs MOPIX

Lowest Volatility Alternatives to FZAOX

FZAOX has 17.67% 1-year volatility. There are 79 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.

Symbol	Name	Volatility 1Y	AUM	Inception
HFCGX	Hennessy Cornerstone Growth Fund	12.96%	—	Nov 1996	FZAOX vs HFCGX
DFISX	DFA International Small Company Portfolio	13.77%	—	Sep 1996	FZAOX vs DFISX
SSLCX	DWS Small Cap Core Fund	14.28%	—	Jul 2000	FZAOX vs SSLCX
CSMDX	Copeland SMID Cap Dividend Growth Fund	14.46%	—	Feb 2017	FZAOX vs CSMDX
BOSOX	Boston Trust Small Cap Fund	15.10%	—	—	FZAOX vs BOSOX

Lowest Drawdown Alternatives to FZAOX

FZAOX has a 1-year max drawdown of -9.31%. There are 44 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
IPSIX	Voya Index Plus SmallCap Portfolio	-7.63%	—	Dec 1997	FZAOX vs IPSIX
HFCGX	Hennessy Cornerstone Growth Fund	-7.82%	—	Nov 1996	FZAOX vs HFCGX
VSTCX	Vanguard Strategic Small-Cap Equity Fund	-8.08%	2.80B	Apr 2006	FZAOX vs VSTCX
DFSCX	DFA U.S. Micro Cap Portfolio	-8.17%	—	Dec 1981	FZAOX vs DFSCX
BIAUX	Brown Advisory Small-Cap Fundamental Value Fund	-8.22%	—	Dec 2008	FZAOX vs BIAUX

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
FXAIX	Fidelity 500 Index Fund	S&P 500	73	11.71%	—	Feb 1988	FZAOX vs FXAIX
FSELX	Fidelity Select Semiconductors Portfolio	Semiconductors, Technology Equities	97	85.56%	—	Jul 1985	FZAOX vs FSELX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	72	12.01%	—	—	FZAOX vs FZROX
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	32	8.60%	—	—	FZAOX vs FSPGX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	71	12.08%	—	—	FZAOX vs FSKAX
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	75	18.56%	—	Dec 1987	FZAOX vs FBGRX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	35	7.76%	176.32B	May 1967	FZAOX vs FCNTX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	71	11.56%	—	—	FZAOX vs FNILX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	27	9.51%	—	Nov 1997	FZAOX vs FSPSX
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	58	15.53%	—	Jun 2016	FZAOX vs FTIHX

Often Compared With FZAOX

Investors most often compare FZAOX with HASCX, TISBX, NINLX. These 4 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
HASCX	Harbor Small Cap Value Fund	Small Cap Blend Equities	69	26.15%	—	Dec 2001	FZAOX vs HASCX
TISBX	TIAA-CREF Small-Cap Blend Index Fund	Small Cap Blend Equities	64	18.69%	—	Oct 2002	FZAOX vs TISBX
NINLX	Neuberger Berman Intrinsic Value Fund	Small Cap Blend Equities	88	24.97%	—	May 2010	FZAOX vs NINLX
SSCDX	Sit Small Cap Dividend Growth Fund	Small Cap Blend Equities	64	16.85%	—	Mar 2015	FZAOX vs SSCDX

Compare FZAOX with Any Fund or Stock

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

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Diversifiers

Pair FZAOX with funds that move differently

Fidelity Advisor Small Cap Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FZAOX.

Explore FZAOX Diversifiers

Fidelity Advisor Small Cap Fund Class Z (FZAOX) Alternatives