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 57 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 | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | FZAOX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | FZAOX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | FZAOX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | FZAOX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 188.20B | Nov 2000 | FZAOX vs VSMAX |
Best Risk-Adjusted Alternatives to FZAOX
FZAOX has a PortfoliosLab risk / return rank of 73. There are 84 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | FZAOX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | FZAOX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | FZAOX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | FZAOX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | FZAOX vs AUERX |
Top Performing FZAOX Alternatives (YTD)
FZAOX is at 19.96% YTD. There are 55 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | FZAOX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | FZAOX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | FZAOX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | FZAOX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | FZAOX vs WESCX |
Lowest Volatility Alternatives to FZAOX
FZAOX has 18.38% 1-year volatility. There are 99 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | FZAOX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | FZAOX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | FZAOX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | FZAOX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | FZAOX vs FTHNX |
Lowest Drawdown Alternatives to FZAOX
FZAOX has a 1-year max drawdown of -9.31%. There are 43 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 | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | FZAOX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | FZAOX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | FZAOX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | FZAOX vs DFSCX | |
| 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 | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 64 | 9.35% | — | Feb 1988 | FZAOX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FZAOX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FZAOX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FZAOX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FZAOX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FZAOX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FZAOX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FZAOX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FZAOX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FZAOX vs FTIHX |
Often Compared With FZAOX
Investors most often compare FZAOX with SSCDX, HASCX, MOPIX. These 9 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 68 | 17.23% | — | Mar 2015 | FZAOX vs SSCDX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 81 | 27.65% | — | Dec 2001 | FZAOX vs HASCX | |
| MainStay WMC Small Companies Fund | Small Cap Blend Equities | 90 | 25.97% | — | Jan 1987 | FZAOX vs MOPIX | |
| DWS Small Cap Core Fund | Small Cap Blend Equities | 26 | 10.96% | — | Jul 2000 | FZAOX vs SSLCX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 79 | 19.47% | — | Oct 2002 | FZAOX vs TISBX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 84 | 19.29% | — | May 2010 | FZAOX vs NINLX | |
| Hodges Small Cap Fund | Small Cap Blend Equities | 72 | 27.34% | — | Dec 2007 | FZAOX vs HDPSX | |
| Boston Trust Small Cap Fund | Small Cap Blend Equities | 27 | 13.51% | — | — | FZAOX vs BOSOX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | Small Cap Blend Equities | 44 | 22.38% | — | Dec 2018 | FZAOX vs FTMSX |
Compare FZAOX with Any Fund or Stock
Compare FZAOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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