FACVX Alternatives & Similar Mutual Funds

Fidelity Advisor Convertible Securities Fund Class A (FACVX) belongs to the Convertible Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FACVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FACVX

FACVX charges 0.97% annually. There are 12 mutual funds in the Convertible Bonds category with lower expense ratios, going as low as 0.59%.

Symbol	Name	Expense Ratio	AUM	Inception
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	0.59%	—	Oct 2018	FACVX vs FIQVX
FCVSX	Fidelity Convertible Securities Fund	0.67%	—	Jan 1987	FACVX vs FCVSX
CNSDX	Invesco Convertible Securities Fund	0.68%	—	Jul 1997	FACVX vs CNSDX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	—	Feb 2009	FACVX vs FICVX
ANNPX	Virtus Convertible Fund	0.71%	—	Apr 1993	FACVX vs ANNPX

Best Risk-Adjusted Alternatives to FACVX

FACVX has a PortfoliosLab risk / return rank of 45. There are 17 mutual funds in the Convertible Bonds category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	100	—	Aug 2017	FACVX vs ARBIX
MCIFX	Miller Convertible Bond Fund	93	—	Dec 2007	FACVX vs MCIFX
CXGCX	Calamos Global Convertible Fund	85	—	Dec 2014	FACVX vs CXGCX
CHI	Calamos Convertible Opportunities and Income Fund	83	—	Jun 1997	FACVX vs CHI
LEOOX	Lazard Enhanced Opportunities Portfolio Open Share...	75	—	Dec 2014	FACVX vs LEOOX

Top Performing FACVX Alternatives (YTD)

FACVX is at 13.96% YTD. There are 12 mutual funds in the Convertible Bonds category with higher YTD returns, going as high as 27.35%.

Symbol	Name	YTD Return	AUM	Inception
CHI	Calamos Convertible Opportunities and Income Fund	27.35%	—	Jun 1997	FACVX vs CHI
CHY	Calamos Convertible and High Income Closed Fund	18.32%	—	May 2003	FACVX vs CHY
CICVX	Calamos Convertible Fund	17.82%	—	Jun 1997	FACVX vs CICVX
CCVIX	Calamos Convertible Fund	17.66%	—	Jun 1985	FACVX vs CCVIX
PACIX	Columbia Convertible Securities Fund	16.84%	—	Sep 1987	FACVX vs PACIX

Lowest Volatility Alternatives to FACVX

FACVX has 16.97% 1-year volatility. There are 16 mutual funds in the Convertible Bonds category with lower 1-year volatility, going as low as 1.25%.

Symbol	Name	Volatility 1Y	AUM	Inception
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	1.25%	—	Aug 2017	FACVX vs ARBIX
MCIFX	Miller Convertible Bond Fund	5.38%	—	Dec 2007	FACVX vs MCIFX
SBFCX	Victory INCORE Investment Grade Convertible Fund C...	6.42%	—	—	FACVX vs SBFCX
LEOOX	Lazard Enhanced Opportunities Portfolio Open Share...	6.60%	—	Dec 2014	FACVX vs LEOOX
PBXIX	Rational/Pier 88 Convertible Securities Fund	7.21%	—	Dec 2019	FACVX vs PBXIX

Lowest Drawdown Alternatives to FACVX

FACVX has a 1-year max drawdown of -11.67%. There are 22 mutual funds in the Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	-0.51%	—	Aug 2017	FACVX vs ARBIX
LEOOX	Lazard Enhanced Opportunities Portfolio Open Share...	-3.97%	—	Dec 2014	FACVX vs LEOOX
SBFCX	Victory INCORE Investment Grade Convertible Fund C...	-4.28%	—	—	FACVX vs SBFCX
MCIFX	Miller Convertible Bond Fund	-4.53%	—	Dec 2007	FACVX vs MCIFX
PBXIX	Rational/Pier 88 Convertible Securities Fund	-5.16%	—	Dec 2019	FACVX vs PBXIX

Other Mutual Funds from Fidelity

The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	59	10.13%	—	Feb 1988	FACVX vs FXAIX
FSELX	Fidelity Select Semiconductors Portfolio	Semiconductors, Technology Equities	80	49.63%	—	Jul 1985	FACVX vs FSELX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	59	10.58%	—	—	FACVX vs FZROX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	58	10.51%	—	—	FACVX vs FSKAX
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	10	0.30%	—	—	FACVX vs FSPGX
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	35	11.25%	—	Dec 1987	FACVX vs FBGRX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	23	6.89%	176.32B	May 1967	FACVX vs FCNTX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	54	9.84%	—	—	FACVX vs FNILX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	64	11.79%	—	Nov 1997	FACVX vs FSPSX
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	70	12.93%	—	Jun 2016	FACVX vs FTIHX

Often Compared With FACVX

Investors most often compare FACVX with DPIIX, FTCVX, LBFFX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	Preferred Stock	82	1.61%	—	Apr 2011	FACVX vs DPIIX
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	43	13.75%	—	Feb 2009	FACVX vs FTCVX
LBFFX	Lord Abbett Convertible Fund Class F	Convertible Bonds	42	11.78%	—	—	FACVX vs LBFFX
PCSFX	Principal Capital Securities Fund	Preferred Stock	74	1.37%	—	Mar 2014	FACVX vs PCSFX
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock	65	1.81%	—	Apr 2015	FACVX vs PFINX
HPS	John Hancock Preferred Income Fund III	Preferred Stock	21	4.27%	—	Jun 2003	FACVX vs HPS
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock	13	1.09%	—	Mar 2003	FACVX vs JPC
NCV	Virtus Convertible and Income Fund	Convertible Bonds	75	17.13%	—	Mar 2003	FACVX vs NCV
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	Preferred Stock	76	1.71%	—	Nov 2015	FACVX vs LPXZX
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock	9	1.41%	—	May 2012	FACVX vs LDP
KIFAX	Salient Select Income Fund	Preferred Stock	27	4.67%	—	Mar 2001	FACVX vs KIFAX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	Preferred Stock	77	1.85%	—	Feb 2019	FACVX vs PISHX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	Preferred Stock	48	0.64%	—	Apr 2002	FACVX vs PPSIX
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock	55	0.24%	—	Jan 2011	FACVX vs FPEIX
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock	17	0.83%	—	Feb 1992	FACVX vs PFO
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	43	13.66%	—	Feb 2009	FACVX vs FCCVX
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock	82	1.84%	—	Mar 2022	FACVX vs JPDIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	Preferred Stock	73	1.70%	—	May 2010	FACVX vs CPXIX
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock	7	0.45%	—	—	FACVX vs PSF
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock	7	-0.35%	—	Apr 2009	FACVX vs FPF

Compare FACVX with Any Fund or Stock

Compare FACVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair FACVX with funds that move differently

Fidelity Advisor Convertible Securities Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FACVX.

Explore FACVX Diversifiers

Fidelity Advisor Convertible Securities Fund Class A (FACVX) Alternatives