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 Value Fund · FDVLX, FVLKX cheaper | 98% | 0.60% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Mid Cap Value Fund · FSMVX, FMPAX, FMPEX, FMPTX, FMPOX, FIDFX | 62% | 0.76% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Mid Cap Value K6 Fund · FCMVX cheaper | 61% | 0.45% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Advisor Value Strategies Fund · FSOAX, FVCSX, FASPX, FASOX, FSLSX, FVSKX cheaper | 59% | 0.59% | Fidelity Management & Research Company LLC |
| 5 | VIP Value Strategies Portfolio cheaper | 55% | 0.59% | Fidelity Management & Research Company LLC |
| 6 | VIP Value Portfolio cheaper | 47% | 0.60% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Fundamental Large Cap Value ETF · FFLV cheaper | 27% | 0.38% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Series Intrinsic Opportunities Fund · FDMLX cheaper | 23% | 0.00% | Fidelity Management & Research Company LLC |
| 9 | Fidelity Fundamental Small-Mid Cap ETF · FFSM cheaper | 22% | 0.43% | Fidelity Management & Research Company LLC |
| 10 | Fidelity Low-Priced Stock K6 Fund · FLKSX cheaper | 22% | 0.50% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Low-Priced Stock Fund · FLPSX, FLPKX, FLPEX, FLPDX, FLPFX, FLPGX, FLPCX | 20% | 0.79% | Fidelity Management & Research Company LLC |
| 12 | Fidelity Advisor Stock Selector Mid Cap Fund · FMCDX, FMCEX, FMCAX, FMCCX, FSSMX, FSLZX cheaper | 20% | 0.60% | Fidelity Management & Research Company LLC |
| 13 | SA Multi-Managed Mid Cap Value Portfolio diff. adviser | 20% | 1.00% | SunAmerica Asset Management, LLC |
| 14 | Fidelity Series Stock Selector Large Cap Value Fund · FBLEX cheaper | 19% | 0.00% | Fidelity Management & Research Company LLC |
| 15 | U.S. Sustainability Targeted Value Portfolio cheaper diff. adviser | 19% | 0.33% | DIMENSIONAL FUND ADVISORS LP |
| 16 | First Trust Multi Cap Value AlphaDEX Fund · FAB cheaper diff. adviser | 18% | 0.66% | First Trust Advisors L.P. |
| 17 | Fidelity Blue Chip Value Fund · FBCVX, FFVLX, FFVMX, FFVOX, FFVPX, FFVKX cheaper | 18% | 0.47% | Fidelity Management & Research Company LLC |
| 18 | Fidelity Series Small Cap Discovery Fund · FJACX cheaper | 18% | 0.00% | Fidelity Management & Research Company LLC |
| 19 | Fidelity Stock Selector Large Cap Value Fund · FSLVX, FLUIX, FLUAX, FLUEX, FLUTX, FSCZX | 18% | 0.71% | Fidelity Management & Research Company LLC |
| 20 | Fidelity Small Cap Discovery Fund · FSCRX | 18% | 0.91% | Fidelity Management & Research Company LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.