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 K6 Fund · FCMVX cheaper | 98% | 0.45% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Value Fund · FDVLX, FVLKX cheaper | 62% | 0.60% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Advisor Value Fund · FAVFX, FCVFX, FTVFX, FVIFX, FVLZX cheaper | 62% | 0.68% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Advisor Value Strategies Fund · FSOAX, FVCSX, FASPX, FASOX, FSLSX, FVSKX cheaper | 54% | 0.59% | Fidelity Management & Research Company LLC |
| 5 | VIP Value Strategies Portfolio cheaper | 51% | 0.59% | Fidelity Management & Research Company LLC |
| 6 | VIP Value Portfolio cheaper | 46% | 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 cheaper | 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 Advisor Stock Selector Mid Cap Fund · FMCDX, FMCEX, FMCAX, FMCCX, FSSMX, FSLZX cheaper | 23% | 0.60% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Series Intrinsic Opportunities Fund · FDMLX cheaper | 21% | 0.00% | 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 cheaper | 19% | 0.71% | Fidelity Management & Research Company LLC |
| 17 | Fidelity Advisor Mid Cap II Fund · FIIAX, FIICX, FITIX, FIIMX, FZAMX cheaper | 19% | 0.58% | Fidelity Management & Research Company LLC |
| 18 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF · MDYV cheaper diff. adviser | 19% | 0.15% | SSGA Funds Management, Inc. |
| 19 | Fidelity Mid-Cap Stock K6 Fund · FNKFX cheaper | 19% | 0.45% | Fidelity Management & Research Company LLC |
| 20 | Harbor Mid Cap Value Fund · HAMVX, HRMVX, HIMVX, HNMVX diff. adviser | 19% | 0.77% | Harbor Capital Advisors, Inc. |
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