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 cheaper | 97% | 0.50% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Series Intrinsic Opportunities Fund · FDMLX cheaper | 71% | 0.00% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Fundamental Small-Mid Cap ETF · FFSM cheaper | 24% | 0.43% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Advisor Value Fund · FAVFX, FCVFX, FTVFX, FVIFX, FVLZX cheaper | 20% | 0.68% | Fidelity Management & Research Company LLC |
| 5 | Fidelity Value Fund · FDVLX, FVLKX cheaper | 20% | 0.60% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Series Small Cap Discovery Fund · FJACX cheaper | 19% | 0.00% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Small Cap Discovery Fund · FSCRX | 19% | 0.91% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Mid Cap Value K6 Fund · FCMVX cheaper | 17% | 0.45% | Fidelity Management & Research Company LLC |
| 9 | Fidelity Mid Cap Value Fund · FSMVX, FMPAX, FMPEX, FMPTX, FMPOX, FIDFX cheaper | 17% | 0.76% | Fidelity Management & Research Company LLC |
| 10 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF · MDYV cheaper diff. adviser | 17% | 0.15% | SSGA Funds Management, Inc. |
| 11 | iShares S&P Mid-Cap 400 Value ETF · IJJ cheaper diff. adviser | 17% | 0.18% | BlackRock Fund Advisors |
| 12 | MID-CAP VALUE PROFUND · MLPIX, MLPSX diff. adviser | 16% | 1.78% | ProFund Advisors LLC |
| 13 | PROFUND VP MIDCAP VALUE diff. adviser | 16% | 1.68% | ProFund Advisors LLC |
| 14 | Dimensional VA U.S. Targeted Value Portfolio cheaper diff. adviser | 16% | 0.29% | DIMENSIONAL FUND ADVISORS LP |
| 15 | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND · IVOV, VMFVX cheaper diff. adviser | 16% | 0.03% | The Vanguard Group, Inc. |
| 16 | First Trust Multi Cap Value AlphaDEX Fund · FAB cheaper diff. adviser | 16% | 0.66% | First Trust Advisors L.P. |
| 17 | Fidelity Stock Selector Small Cap Fund · FDSCX, FCDAX, FCDCX, FCDTX, FCDIX, FSSZX cheaper | 16% | 0.73% | Fidelity Management & Research Company LLC |
| 18 | Fidelity Series Small Cap Opportunities Fund · FSOPX cheaper | 16% | 0.00% | Fidelity Management & Research Company LLC |
| 19 | U.S. Sustainability Targeted Value Portfolio cheaper diff. adviser | 16% | 0.33% | DIMENSIONAL FUND ADVISORS LP |
| 20 | WisdomTree U.S. MidCap Fund · EZM cheaper diff. adviser | 15% | 0.38% | WisdomTree Asset Management, Inc. |
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