Fidelity SAI Small-Mid Cap 500 Index Fund (FZFLX) Alternatives
Fidelity SAI Small-Mid Cap 500 Index Fund (FZFLX) 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 FZFLX. 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 FZFLX
FZFLX charges 0.05% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among FZFLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | FZFLX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | FZFLX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | FZFLX vs VMCIX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | FZFLX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | FZFLX vs VEMPX |
Best Risk-Adjusted Alternatives to FZFLX
Among mutual funds in the Mid Cap Blend 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | FZFLX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | FZFLX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | FZFLX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | FZFLX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | FZFLX vs BIGTX |
Top Performing FZFLX Alternatives (YTD)
FZFLX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | FZFLX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | FZFLX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | FZFLX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | FZFLX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | FZFLX vs FTSIX |
Lowest Volatility Alternatives to FZFLX
FZFLX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | FZFLX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | FZFLX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | FZFLX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | FZFLX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | FZFLX vs GABVX |
Lowest Drawdown Alternatives to FZFLX
FZFLX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | FZFLX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | FZFLX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | FZFLX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | FZFLX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | FZFLX vs KMVAX |
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 | FZFLX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FZFLX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FZFLX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FZFLX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FZFLX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FZFLX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FZFLX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FZFLX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FZFLX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FZFLX vs FTIHX |
Often Compared With FZFLX
What investors most often compare with FZFLX, based on PortfoliosLab usage data.
Compare FZFLX with Any Fund or Stock
Compare FZFLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.