FIMVX Fund Comparisons

FIMVX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include IWS, SWMCX, SWLVX. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
FIMVX
Name
Fidelity Mid Cap Value Index Fund
Type
Mutual Fund
Originator
Fidelity
Asset class
equity
Net expense ratio
0.05%
AUM
$1.9B

Comparable Funds

FundQuant reviewed 1,597 active searchable funds, 397 ETFs, 1,195 mutual funds and returned 3 comparable funds for FIMVX.

  1. IWS - iShares Russell Mid-Cap Value ETF (1940 Act ETF; BlackRock / iShares; equity; Closest Fit; fit score 97)
  2. SWMCX - Schwab U.S. Mid-Cap Index Fund (Mutual Fund; Schwab; equity; Strong Fit; fit score 90)
  3. SWLVX - Schwab U.S. Large-Cap Value Index Fund (Mutual Fund; Schwab; equity; Strong Fit; fit score 85)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/FIMVX/comps