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 Low-Priced Stock K6 Fund · FLKSX | 72% | 0.50% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Low-Priced Stock Fund · FLPSX, FLPKX, FLPEX, FLPDX, FLPFX, FLPGX, FLPCX | 71% | 0.79% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Fundamental Small-Mid Cap ETF · FFSM | 29% | 0.43% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Series Small Cap Discovery Fund · FJACX | 24% | 0.00% | Fidelity Management & Research Company LLC |
| 5 | Fidelity Small Cap Discovery Fund · FSCRX | 23% | 0.91% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Advisor Value Fund · FAVFX, FCVFX, FTVFX, FVIFX, FVLZX | 23% | 0.68% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Value Fund · FDVLX, FVLKX | 22% | 0.60% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Mid Cap Value K6 Fund · FCMVX | 21% | 0.45% | Fidelity Management & Research Company LLC |
| 9 | Fidelity Mid Cap Value Fund · FSMVX, FMPAX, FMPEX, FMPTX, FMPOX, FIDFX | 21% | 0.76% | Fidelity Management & Research Company LLC |
| 10 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF · MDYV diff. adviser | 20% | 0.15% | SSGA Funds Management, Inc. |
| 11 | iShares S&P Mid-Cap 400 Value ETF · IJJ diff. adviser | 20% | 0.18% | BlackRock Fund Advisors |
| 12 | Fidelity Stock Selector Small Cap Fund · FDSCX, FCDAX, FCDCX, FCDTX, FCDIX, FSSZX | 19% | 0.73% | Fidelity Management & Research Company LLC |
| 13 | MID-CAP VALUE PROFUND · MLPIX, MLPSX diff. adviser | 19% | 1.78% | ProFund Advisors LLC |
| 14 | PROFUND VP MIDCAP VALUE diff. adviser | 19% | 1.68% | ProFund Advisors LLC |
| 15 | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND · IVOV, VMFVX diff. adviser | 19% | 0.03% | The Vanguard Group, Inc. |
| 16 | Fidelity Series Small Cap Opportunities Fund · FSOPX | 19% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | VIP Value Portfolio | 18% | 0.60% | Fidelity Management & Research Company LLC |
| 18 | VIP Mid Cap Portfolio · XFBRX, XFBSX | 18% | 0.57% | Fidelity Management & Research Company LLC |
| 19 | Fidelity Advisor Mid Cap II Fund · FIIAX, FIICX, FITIX, FIIMX, FZAMX | 18% | 0.58% | Fidelity Management & Research Company LLC |
| 20 | First Trust Multi Cap Value AlphaDEX Fund · FAB diff. adviser | 17% | 0.66% | First Trust Advisors L.P. |
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