Fidelity Advisor Convertible Securities Fund Class A (FACVX) Alternatives

Fidelity Advisor Convertible Securities Fund Class A (FACVX) belongs to the Preferred Stock/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 funds that fit a different role in your portfolio.

Cheapest Alternatives to FACVX

FACVX charges 0.97% annually. Among mutual funds in the Preferred Stock/Convertible Bonds category, these options have the lowest expense ratios among FACVX alternatives.

Symbol	Name	Expense Ratio	Inception
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	0.59%	Oct 2, 2018	FACVX vs FIQVX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	Nov 29, 2015	FACVX vs LPXZX
FCVSX	Fidelity Convertible Securities Fund	0.67%	Jan 5, 1987	FACVX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	Feb 19, 2009	FACVX vs FICVX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	Dec 18, 2006	FACVX vs NPSRX

Best Risk-Adjusted Alternatives to FACVX

Among mutual funds in the Preferred Stock/Convertible Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
LBFFX	Lord Abbett Convertible Fund Class F	90	—	FACVX vs LBFFX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	90	Nov 29, 2015	FACVX vs LPXZX
NPSRX	Nuveen Preferred Securities & Income Fund	90	Dec 18, 2006	FACVX vs NPSRX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	89	Feb 28, 2019	FACVX vs PISHX
PCSFX	Principal Capital Securities Fund	88	Mar 13, 2014	FACVX vs PCSFX

Top Performing FACVX Alternatives (YTD)

FACVX alternatives from the Preferred Stock/Convertible Bonds category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
LBFFX	Lord Abbett Convertible Fund Class F	1.71%	—	FACVX vs LBFFX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	1.40%	Oct 2, 2018	FACVX vs FIQVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	1.37%	Feb 19, 2009	FACVX vs FICVX
FCVSX	Fidelity Convertible Securities Fund	1.37%	Jan 5, 1987	FACVX vs FCVSX
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	1.27%	Feb 19, 2009	FACVX vs FTCVX

Lowest Volatility Alternatives to FACVX

FACVX alternatives from the Preferred Stock/Convertible Bonds category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	2.23%	Nov 29, 2015	FACVX vs LPXZX
PCSFX	Principal Capital Securities Fund	2.66%	Mar 13, 2014	FACVX vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.80%	Apr 11, 2011	FACVX vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.86%	Apr 30, 2002	FACVX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	3.16%	May 2, 2010	FACVX vs CPXIX

Lowest Drawdown Alternatives to FACVX

FACVX alternatives from the Preferred Stock/Convertible Bonds category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	-2.14%	Nov 29, 2015	FACVX vs LPXZX
PCSFX	Principal Capital Securities Fund	-2.97%	Mar 13, 2014	FACVX vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-3.05%	Apr 11, 2011	FACVX vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	-3.18%	Apr 30, 2002	FACVX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.26%	May 2, 2010	FACVX vs CPXIX

Other Mutual Funds from Fidelity

Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	46	-7.05%	Feb 17, 1988	FACVX vs FXAIX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	46	-6.77%	—	FACVX vs FZROX
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	28	-13.03%	—	FACVX vs FSPGX
FSELX	Fidelity Select Semiconductors Portfolio	Technology Equities	94	0.00%	Jul 29, 1985	FACVX vs FSELX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	45	-6.77%	—	FACVX vs FSKAX
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	54	-11.15%	Dec 31, 1987	FACVX vs FBGRX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	45	-7.30%	—	FACVX vs FNILX
FCNTX	Fidelity Contrafund Fund	Large Cap Growth Equities	44	-8.57%	May 17, 1967	FACVX vs FCNTX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	64	-1.94%	Nov 5, 1997	FACVX vs FSPSX
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	79	-1.15%	Jun 7, 2016	FACVX vs FTIHX

Often Compared With FACVX

What investors most often compare with FACVX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
CCVIX	Calamos Convertible Fund	Preferred Stock/Convertible Bonds	84	0.22%	Jun 21, 1985	FACVX vs CCVIX
CICVX	Calamos Convertible Fund	Preferred Stock/Convertible Bonds	84	0.23%	Jun 25, 1997	FACVX vs CICVX
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock/Convertible Bonds	82	-0.89%	Apr 12, 2015	FACVX vs PFINX
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock/Convertible Bonds	18	-3.89%	May 1, 2012	FACVX vs LDP
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	11	1.08%	Jun 19, 2003	FACVX vs HPS
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	80	-2.48%	Jan 10, 2011	FACVX vs FPEIX
KIFAX	Salient Select Income Fund	Preferred Stock/Convertible Bonds	7	-2.46%	Mar 29, 2001	FACVX vs KIFAX
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock/Convertible Bonds	14	-4.04%	Apr 1, 2009	FACVX vs FPF
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	15	-2.58%	—	FACVX vs PSF
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	84	-1.64%	Mar 30, 2022	FACVX vs JPDIX
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	14	-4.85%	Mar 26, 2003	FACVX vs JPC

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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Fidelity Advisor Convertible Securities Fund Class A

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