Investment Test Drive

FVDFX Fidelity® Value Discovery

12 lower fee alternatives found

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Fund FVDFX Fidelity® Value Discovery VLU SPDR® S&P 1500 Value Tilt ETF VUVLX Vanguard US Value Inv  
Similarity
?
100% 90% 88%
Annual Fees
?
$90.85
(0.86% Exp. Ratio)
$12.68
(0.12% Exp. Ratio)
$27.47
(0.26% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$40,055.72 $50,067.18 $48,004.07
Est. savings over 30 yrs +$10,011.46 +$7,948.35
Return
As of 12/31/16
1 YR RETURN 13.24%
3 YR 8.03%
5 YR 14.85%
10 YR 6.17%
1 YR RETURN 17.76%
3 YR 8.61%
5 YR --
10 YR --
1 YR RETURN 16.36%
3 YR 9.48%
5 YR 15.93%
10 YR 6.27%
Description
The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It invests in securities of companies that Fidelity Management & Research Company (FMR) believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 1500 Low Valuation Tilt Index. The fund employs a sampling strategy in seeking to track the index. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index applies an alternative weighting methodology to the S&P Composite 1500 Index so that stocks with relatively low valuations (i.e., relatively "cheap") are overweight relative to the S&P Composite 1500 Index and stocks with relatively high valuations are underweight. The fund is non-diversified.
The investment seeks long-term capital appreciation and income. The fund invests substantially all of its assets in U.S. common stocks, with a focus on value stocks-those that are generally out of favor with investors and that typically (but not always) have lower-than-average price/earnings (P/E) ratios. The advisor selects stocks of primarily large and mid-size companies by using a quantitative process to identify stocks that the advisor believes offer an appropriate balance between strong growth prospects and reasonable valuations relative to their industry peers.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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