Fidelity Value Fund (FDVLX)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Fidelity Value Fund (FDVLX) trades at $16.90 with AI Score 44/100 (Grade C). Fidelity Value Fund (FDVLX) seeks capital appreciation by investing primarily in common stocks of undervalued companies. Market cap: $9.74B, Sector: Financial services.
Price live · AI analysis from Mar 16, 2026Analyst Coverage for FDVLX: FDVLX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates FDVLX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
FDVLX: the 1 perspectives are evenly split.
How is this calculated? →Fidelity Value Fund (FDVLX) Financial Services Profile
Fidelity Value Fund (FDVLX) aims for capital appreciation by investing in undervalued stocks, primarily medium-sized companies. Managed by Fidelity Management & Research Company LLC, the fund diversifies across domestic and foreign issuers, targeting companies with valuable assets or growth potential, positioning it within the broader asset management sector.
What Is the Investment Thesis for FDVLX?
Fidelity Value Fund (FDVLX) presents a compelling investment thesis centered on its value-oriented investment strategy and diversification across market capitalizations and geographies. The fund's focus on undervalued companies offers the potential for long-term capital appreciation, driven by the market's eventual recognition of their intrinsic value. A key value driver is FMR's stock-picking ability, leveraging its research capabilities to identify companies with strong fundamentals and growth potential. Upcoming catalysts include potential market corrections that could create opportunities to acquire undervalued stocks at even more attractive prices. Ongoing catalysts include the fund's ability to adapt its investment strategy to changing market conditions and capitalize on emerging trends. Potential risks include the possibility that the fund's value-oriented strategy may underperform during periods of market exuberance or rapid growth. Ongoing risks include the challenges of accurately assessing the intrinsic value of companies and the potential for market sentiment to remain negative on undervalued stocks for extended periods. The fund's beta of 1.07 suggests it is slightly more volatile than the overall market.
Based on FMP financials and quantitative analysis
FDVLX Key Highlights
- Fidelity Value Fund (FDVLX) focuses on capital appreciation through investments in common stocks.
- The fund primarily invests in medium-sized companies but can also invest in larger or smaller companies.
- Investments are made in companies that Fidelity Management & Research Company LLC (FMR) believes are undervalued.
- FDVLX invests in both domestic and foreign issuers, providing geographic diversification.
- The fund's beta of 1.07 indicates a slightly higher volatility compared to the market.
Who Are FDVLX's Competitors?
FDVLX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| FCPGX Fidelity Small Cap Growth Fund | $43.62 | -1.29% | $8.79B | 44 |
| FDGFX Fidelity Dividend Growth Fund | $49.03 | -0.43% | $11.90B | 44 |
| FMCSX Fidelity Mid-Cap Stock Fund | $52.59 | -0.66% | $8.98B | 47 |
| FTHCX Fidelity Advisor Technology Fund | $90.24 | +0.52% | $9.18B | 46 |
| OTCFX T. Rowe Price Small-Cap Stock Fund | $67.13 | -0.90% | $8.71B | 44 |
| NXDT NexPoint Diversified Real Estate Trust | $5.53 | +3.08% | $285.77M | 73 |
| GENB Generate Biomedicines, Inc. | $17.03 | -2.18% | $2.18B | 72 |
| SII Sprott Inc. | $118.11 | +2.72% | $3.05B | 71 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FDVLX's Key Strengths?
- Experienced management team at Fidelity Management & Research Company LLC (FMR).
- Focus on value investing, which can provide downside protection in volatile markets.
- Diversification across market capitalizations and geographies.
- Established brand reputation of Fidelity Investments.
What Are FDVLX's Weaknesses?
- Value investing strategy may underperform during periods of market exuberance.
- Dependence on FMR's research and analysis for investment decisions.
- Potential for market sentiment to remain negative on undervalued stocks for extended periods.
- No dividend yield.
What Could Drive FDVLX Stock Higher?
- Potential market corrections that could create opportunities to acquire undervalued stocks at attractive prices.
- Fund's ability to adapt its investment strategy to changing market conditions.
- Successful identification and investment in undervalued companies with strong growth potential.
What Are the Key Risks for FDVLX?
- Value-oriented strategy may underperform during periods of market exuberance or rapid growth.
- Challenges of accurately assessing the intrinsic value of companies.
- Potential for market sentiment to remain negative on undervalued stocks for extended periods.
- Increased competition from other asset managers and ETFs.
- Changes in interest rates and economic conditions.
What Are the Growth Opportunities for FDVLX?
- Expansion into emerging markets: Fidelity Value Fund can explore growth opportunities by increasing its investments in emerging markets. These markets often offer higher growth potential and undervalued assets compared to developed markets. However, investing in emerging markets also involves higher risks, such as political instability and currency fluctuations. The fund's expertise in value investing can help it identify and capitalize on opportunities in these markets while managing the associated risks. The market size for emerging market investments is estimated to be trillions of dollars, with ongoing growth driven by economic development and increasing investor interest.
- Increased focus on sustainable investing: Fidelity Value Fund can attract socially responsible investors by incorporating environmental, social, and governance (ESG) factors into its investment process. Sustainable investing is gaining popularity, and investors are increasingly seeking funds that align with their values. By integrating ESG considerations, the fund can enhance its long-term performance and attract a wider range of investors. The market size for sustainable investing is estimated to be trillions of dollars, with ongoing growth driven by increasing awareness of environmental and social issues.
- Development of new investment products: Fidelity Value Fund can expand its product offerings by developing new investment products that cater to specific investor needs and preferences. This could include thematic funds focused on specific industries or investment strategies, as well as customized portfolios tailored to individual investors' risk tolerance and financial goals. By diversifying its product offerings, the fund can attract new investors and increase its assets under management. The market size for new investment products is estimated to be billions of dollars, with ongoing growth driven by innovation and changing investor demands.
- Leveraging technology to enhance investment decisions: Fidelity Value Fund can utilize advanced technologies such as artificial intelligence (AI) and machine learning (ML) to improve its investment decision-making process. AI and ML can be used to analyze vast amounts of data, identify patterns and trends, and generate investment insights that would be difficult or impossible for human analysts to uncover. By leveraging these technologies, the fund can enhance its ability to identify undervalued companies and generate superior returns. The market size for AI and ML in asset management is estimated to be billions of dollars, with ongoing growth driven by technological advancements and increasing adoption by financial institutions.
- Strategic partnerships and acquisitions: Fidelity Value Fund can pursue strategic partnerships and acquisitions to expand its reach, enhance its capabilities, and gain access to new markets and technologies. This could involve partnering with other asset managers, technology companies, or distribution platforms. Acquisitions can provide the fund with access to new investment strategies, talent, and client relationships. By pursuing strategic partnerships and acquisitions, the fund can accelerate its growth and strengthen its competitive position. The market size for mergers and acquisitions in the asset management industry is estimated to be billions of dollars, with ongoing activity driven by consolidation and strategic repositioning.
What Opportunities Does FDVLX Have?
- Expansion into emerging markets.
- Increased focus on sustainable investing.
- Development of new investment products.
- Leveraging technology to enhance investment decisions.
What Threats Does FDVLX Face?
- Increased competition from other asset managers and ETFs.
- Changes in interest rates and economic conditions.
- Regulatory changes that could impact the asset management industry.
- Market volatility and downturns.
What Are FDVLX's Competitive Advantages?
- Established brand reputation of Fidelity Investments.
- Experienced investment team with expertise in value investing.
- Extensive research capabilities to identify undervalued companies.
- Diversified investment portfolio across market capitalizations and geographies.
What Does FDVLX Do?
Fidelity Value Fund (FDVLX) was established with the objective of achieving capital appreciation through investments in common stocks. The fund's strategy centers on identifying companies that Fidelity Management & Research Company LLC (FMR), the fund's manager, deems undervalued based on factors such as assets, earnings, or growth potential. These companies are often referred to as "value" stocks. While the fund primarily focuses on medium-sized companies, it maintains the flexibility to invest substantially in both larger and smaller companies, allowing for a broader range of investment opportunities. FDVLX invests in both domestic and foreign issuers, providing diversification across different geographies and economies. This global approach aims to enhance returns and mitigate risks associated with concentrating investments in a single market. The fund's investment decisions are guided by FMR's research and analysis, which seeks to identify companies with strong fundamentals and the potential for long-term growth. The fund's focus on value investing means it seeks to purchase stocks at prices below their intrinsic value, with the expectation that the market will eventually recognize their true worth. This strategy requires a patient and disciplined approach, as it may take time for undervalued stocks to appreciate in value. Fidelity Value Fund operates within the highly competitive asset management industry, facing competition from other mutual funds, exchange-traded funds (ETFs), and individual stock investments. The fund's performance is closely monitored by investors and analysts, and its success depends on FMR's ability to identify and invest in undervalued companies that deliver strong returns over time.
What Products and Services Does FDVLX Offer?
- Invests primarily in common stocks.
- Seeks capital appreciation for its investors.
- Focuses on companies with valuable fixed assets.
- Targets companies believed to be undervalued in the marketplace.
- Invests in medium-sized companies primarily.
- May invest in larger or smaller companies as well.
- Invests in both domestic and foreign issuers.
How Does FDVLX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to increase AUM by attracting new investors and retaining existing clients.
- Seeks to outperform its benchmark index to attract and retain investors.
- Utilizes a value investing strategy to identify and invest in undervalued companies.
What Industry Does FDVLX Operate In?
Fidelity Value Fund operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. The fund competes with other mutual funds, ETFs, and individual stock investments for investor capital. The asset management industry is experiencing growth, driven by increasing demand for investment products and services. Fidelity Value Fund's focus on value investing positions it to capitalize on opportunities arising from market inefficiencies and undervalued assets.
Who Are FDVLX's Key Customers?
- Individual investors seeking capital appreciation.
- Institutional investors such as pension funds and endowments.
- Financial advisors who recommend the fund to their clients.
- Retirement savers looking for long-term growth.
Fidelity Value Fund (FDVLX) Valuation Context
Relative to its peer group, FDVLX's quantitative score of 44/100 is roughly in line with the peer average of 45/100.
FDVLX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's management and strategy, reflecting a positive outlook.
- Community sentiment has shifted favorably, with discussions highlighting the fund's long-term value potential amidst market volatility.
- Investors are increasingly recognizing the fund's diversified portfolio as a hedge against economic uncertainty, enhancing its appeal.
- Recent market trends indicate a growing appetite for value investing, positioning Fidelity Value Fund to capitalize on this shift.
Bear Case
- Concerns over potential underperformance compared to growth-oriented funds have surfaced, causing some investors to hesitate.
- Negative sentiment in online forums has emerged, with discussions around higher management fees impacting perceived value.
- Recent news of market corrections has led to skepticism about the fund's ability to navigate turbulent conditions effectively.
- Some analysts express caution regarding the fund's exposure to sectors that may struggle in a tightening economic environment.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
FDVLX Latest News
No recent news available for FDVLX.
FDVLX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for FDVLX.
Price Targets
Wall Street price target analysis for FDVLX.
FDVLX MoonshotScore
What does this score mean?
The MoonshotScore rates FDVLX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Common Questions About FDVLX (Financial Services)
What does Fidelity Value Fund do?
Fidelity Value Fund (FDVLX) is a mutual fund that seeks capital appreciation by investing primarily in common stocks of companies that are deemed undervalued. The fund's investment strategy focuses on identifying companies with valuable fixed assets or strong growth potential that are trading at prices below their intrinsic value. Managed by Fidelity Management & Research Company LLC (FMR), the fund invests in both domestic and foreign issuers, providing diversification across different geographies and economies. The fund's objective is to generate long-term returns for its investors by capitalizing on market inefficiencies and undervalued assets.
What do analysts say about FDVLX stock?
As a mutual fund, FDVLX does not have individual stock analyst ratings. However, analysts generally evaluate the fund based on its performance relative to its benchmark, its expense ratio, and the investment strategy employed by the fund manager. Key valuation metrics include the fund's net asset value (NAV), its historical returns, and its risk-adjusted performance. Growth considerations include the fund's ability to attract new investors, its success in identifying and investing in undervalued companies, and its adaptability to changing market conditions. The fund's performance is closely monitored by investors and analysts to assess its long-term potential.
What are the main risks for FDVLX?
The main risks for Fidelity Value Fund (FDVLX) include market risk, which is the risk that the overall market declines and negatively impacts the fund's performance. Value investing risk is the risk that the fund's value-oriented strategy may underperform during periods of market exuberance or rapid growth. Stock-specific risk is the risk that individual stock investments may decline in value due to company-specific factors. Interest rate risk is the risk that changes in interest rates may impact the value of fixed-income securities held by the fund. Foreign investment risk is the risk that investments in foreign issuers may be subject to political, economic, and currency risks.
What are the key factors to evaluate for FDVLX?
Fidelity Value Fund (FDVLX) holds an AI score of 44/100 (low). Not financial advice.
How frequently does FDVLX data refresh on this page?
FDVLX prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven FDVLX's recent stock price performance?
Fidelity Value Fund (FDVLX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Experienced management team at Fidelity Management & Research Company LLC (FMR). See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider FDVLX overvalued or undervalued right now?
Valuing Fidelity Value Fund (FDVLX) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying FDVLX?
Before investing in Fidelity Value Fund (FDVLX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.
- Investment decisions should be made based on individual circumstances and risk tolerance.