Fidelity Advisor Financial Services Fund Class C (FAFCX) belongs to the Financials Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FAFCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FAFCX
FAFCX charges 1.79% annually. There are 26 mutual funds in the Financials Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.09% | 13.50B | Feb 2004 | FAFCX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | FAFCX vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | FAFCX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | FAFCX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | — | Jul 1985 | FAFCX vs FSLBX |
Best Risk-Adjusted Alternatives to FAFCX
FAFCX has a PortfoliosLab risk / return rank of 12. There are 14 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 73.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund Class AAA | 73 | — | Oct 2018 | FAFCX vs GAFSX | |
| Gabelli Global Financial Services Fund | 72 | — | Oct 2018 | FAFCX vs GFSIX | |
| RMB Mendon Financial Services Fund | 60 | — | Jun 1999 | FAFCX vs RMBKX | |
| Hennessy Small Cap Financial Fund | 39 | — | Jan 1997 | FAFCX vs HSFNX | |
| Rydex Banking Fund | 38 | — | Apr 1998 | FAFCX vs RYKIX |
Top Performing FAFCX Alternatives (YTD)
FAFCX is at 2.92% YTD. There are 13 mutual funds in the Financials Equities category with higher YTD returns, going as high as 15.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 15.04% | — | Jun 1999 | FAFCX vs RMBKX | |
| John Hancock Regional Bank Fund | 14.08% | — | Jan 1992 | FAFCX vs FRBAX | |
| John Hancock Financial Opportunities Fund | 13.64% | — | Aug 1994 | FAFCX vs BTO | |
| Hennessy Small Cap Financial Fund | 13.24% | — | Jan 1997 | FAFCX vs HSFNX | |
| Fidelity Select Banking Portfolio | 12.02% | — | Jun 1986 | FAFCX vs FSRBX |
Lowest Volatility Alternatives to FAFCX
FAFCX has 16.09% 1-year volatility. There are 15 mutual funds in the Financials Equities category with lower 1-year volatility, going as low as 7.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 7.22% | — | Aug 2003 | FAFCX vs FLC | |
| Saratoga Financial Service Fund | 9.56% | — | Aug 2000 | FAFCX vs SFPAX | |
| Gabelli Global Financial Services Fund | 12.76% | — | Oct 2018 | FAFCX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.80% | — | Oct 2018 | FAFCX vs GAFSX | |
| ICON Consumer Select Fund | 14.10% | — | Jul 1997 | FAFCX vs ICFSX |
Lowest Drawdown Alternatives to FAFCX
FAFCX has a 1-year max drawdown of -13.19%. There are 12 mutual funds in the Financials Equities category with shallower 1-year drawdowns, going as shallow as -4.86%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Saratoga Financial Service Fund | -4.86% | — | Aug 2000 | FAFCX vs SFPAX | |
| Flaherty & Crumrine Total Return Fund Inc | -8.34% | — | Aug 2003 | FAFCX vs FLC | |
| Gabelli Global Financial Services Fund | -9.42% | — | Oct 2018 | FAFCX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -9.47% | — | Oct 2018 | FAFCX vs GAFSX | |
| RMB Mendon Financial Services Fund | -9.48% | — | Jun 1999 | FAFCX vs RMBKX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 30 | 11.55% | — | Sep 2021 | FAFCX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 52 | 8.19% | — | Jul 1993 | FAFCX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 12.07% | — | Dec 2012 | FAFCX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 53 | 10.22% | — | May 2011 | FAFCX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 62 | 10.04% | — | Dec 1991 | FAFCX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | 2.35% | — | Aug 2005 | FAFCX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 54 | 9.82% | — | Jul 2010 | FAFCX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 35.11% | — | Apr 2000 | FAFCX vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 61 | 11.83% | — | Sep 1999 | FAFCX vs FAMRX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 67 | 6.38% | — | Oct 2007 | FAFCX vs FFANX |
Often Compared With FAFCX
Investors most often compare FAFCX with LSGRX, FAGCX, SBFAX. These 8 comparison targets span 5 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 4 | -7.22% | — | May 1991 | FAFCX vs LSGRX | |
| Fidelity Advisor Growth Opportunities Fund Class I | Large Cap Growth Equities | 34 | 12.34% | — | Jul 1995 | FAFCX vs FAGCX | |
| 1919 Financial Services Fund | Financials Equities | 4 | -0.49% | — | Nov 1998 | FAFCX vs SBFAX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio, Municipal Bonds | 64 | 4.50% | 12.30B | Sep 1994 | FAFCX vs VTMFX | |
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 53 | 16.40% | — | Jan 2000 | FAFCX vs NASDX | |
| Rydex Financial Services Fund | Financials Equities | 7 | 0.77% | — | Apr 1998 | FAFCX vs RYFIX | |
| Fidelity Select Insurance Portfolio | Financials Equities | 3 | 0.88% | — | Dec 1985 | FAFCX vs FSPCX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 51 | 8.12% | 30.00B | Sep 1994 | FAFCX vs VTCLX |
Compare FAFCX with Any Fund or Stock
Compare FAFCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FAFCX with funds that move differently
Fidelity Advisor Financial Services Fund Class C alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FAFCX.
Explore FAFCX Diversifiers