Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Fidelity Mid Cap Value Fund · FSMVX, FMPAX, FMPEX, FMPTX, FMPOX, FIDFX | 98% | 0.76% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Advisor Value Fund · FAVFX, FCVFX, FTVFX, FVIFX, FVLZX | 61% | 0.68% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Value Fund · FDVLX, FVLKX | 61% | 0.60% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Advisor Value Strategies Fund · FSOAX, FVCSX, FASPX, FASOX, FSLSX, FVSKX | 54% | 0.59% | Fidelity Management & Research Company LLC |
| 5 | VIP Value Strategies Portfolio | 50% | 0.59% | Fidelity Management & Research Company LLC |
| 6 | VIP Value Portfolio | 45% | 0.60% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Fundamental Large Cap Value ETF · FFLV cheaper | 34% | 0.38% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Blue Chip Value Fund · FBCVX, FFVLX, FFVMX, FFVOX, FFVPX, FFVKX | 26% | 0.47% | Fidelity Management & Research Company LLC |
| 9 | Fidelity Fundamental Small-Mid Cap ETF · FFSM cheaper | 24% | 0.43% | Fidelity Management & Research Company LLC |
| 10 | Fidelity Series Intrinsic Opportunities Fund · FDMLX cheaper | 21% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Advisor Stock Selector Mid Cap Fund · FMCDX, FMCEX, FMCAX, FMCCX, FSSMX, FSLZX | 21% | 0.60% | Fidelity Management & Research Company LLC |
| 12 | SA Multi-Managed Mid Cap Value Portfolio diff. adviser | 20% | 1.00% | SunAmerica Asset Management, LLC |
| 13 | Fidelity Series Stock Selector Large Cap Value Fund · FBLEX cheaper | 20% | 0.00% | Fidelity Management & Research Company LLC |
| 14 | Guardian Select Mid Cap Core VIP Fund diff. adviser | 20% | 0.94% | Park Avenue Institutional Advisers LLC |
| 15 | Fidelity Mid Cap Value Index Fund · FIMVX cheaper | 20% | 0.05% | Fidelity Management & Research Company LLC |
| 16 | Fidelity Stock Selector Large Cap Value Fund · FSLVX, FLUIX, FLUAX, FLUEX, FLUTX, FSCZX | 19% | 0.71% | Fidelity Management & Research Company LLC |
| 17 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF · MDYV cheaper diff. adviser | 19% | 0.15% | SSGA Funds Management, Inc. |
| 18 | Harbor Mid Cap Value Fund · HAMVX, HRMVX, HIMVX, HNMVX diff. adviser | 19% | 0.77% | Harbor Capital Advisors, Inc. |
| 19 | MID-CAP VALUE PROFUND · MLPIX, MLPSX diff. adviser | 19% | 1.78% | ProFund Advisors LLC |
| 20 | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND · IVOV, VMFVX cheaper diff. adviser | 19% | 0.03% | The Vanguard Group, Inc. |
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