Fidelity Advisor Financial Services Fund Class A (FAFDX) 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 FAFDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FAFDX
FAFDX charges 1.03% annually. There are 12 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 | FAFDX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | FAFDX vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | FAFDX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | FAFDX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | — | Jul 1985 | FAFDX vs FSLBX |
Best Risk-Adjusted Alternatives to FAFDX
FAFDX has a PortfoliosLab risk / return rank of 15. There are 12 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 68.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund | 68 | — | Oct 2018 | FAFDX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 66 | — | Oct 2018 | FAFDX vs GAFSX | |
| RMB Mendon Financial Services Fund | 58 | — | Jun 1999 | FAFDX vs RMBKX | |
| Rydex Banking Fund | 34 | — | Apr 1998 | FAFDX vs RYKIX | |
| Hennessy Small Cap Financial Fund | 27 | — | Jan 1997 | FAFDX vs HSFNX |
Top Performing FAFDX Alternatives (YTD)
FAFDX is at 7.57% YTD. There are 13 mutual funds in the Financials Equities category with higher YTD returns, going as high as 18.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 18.29% | — | Jun 1999 | FAFDX vs RMBKX | |
| John Hancock Regional Bank Fund | 17.27% | — | Jan 1992 | FAFDX vs FRBAX | |
| John Hancock Financial Opportunities Fund | 15.80% | — | Aug 1994 | FAFDX vs BTO | |
| Fidelity Select Banking Portfolio | 15.24% | — | Jun 1986 | FAFDX vs FSRBX | |
| Hennessy Small Cap Financial Fund | 14.33% | — | Jan 1997 | FAFDX vs HSFNX |
Lowest Volatility Alternatives to FAFDX
FAFDX has 16.17% 1-year volatility. There are 11 mutual funds in the Financials Equities category with lower 1-year volatility, going as low as 7.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 7.21% | — | Aug 2003 | FAFDX vs FLC | |
| Saratoga Financial Service Fund | 9.20% | — | Aug 2000 | FAFDX vs SFPAX | |
| Gabelli Global Financial Services Fund | 12.62% | — | Oct 2018 | FAFDX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.67% | — | Oct 2018 | FAFDX vs GAFSX | |
| ICON Consumer Select Fund | 14.26% | — | Jul 1997 | FAFDX vs ICFSX |
Lowest Drawdown Alternatives to FAFDX
FAFDX has a 1-year max drawdown of -13.04%. There are 10 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 | FAFDX vs SFPAX | |
| Flaherty & Crumrine Total Return Fund Inc | -8.34% | — | Aug 2003 | FAFDX vs FLC | |
| Gabelli Global Financial Services Fund | -9.42% | — | Oct 2018 | FAFDX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -9.47% | — | Oct 2018 | FAFDX vs GAFSX | |
| RMB Mendon Financial Services Fund | -9.48% | — | Jun 1999 | FAFDX 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 | 39 | 15.10% | — | Sep 2021 | FAFDX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | FAFDX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | FAFDX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | FAFDX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | FAFDX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | FAFDX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | FAFDX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | FAFDX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | FAFDX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | FAFDX vs FAMRX |
Often Compared With FAFDX
Investors most often compare FAFDX with SPY, FSPCX, EPGAX. These 15 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare FAFDX with Any Fund or Stock
Compare FAFDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FAFDX with funds that move differently
Fidelity Advisor Financial Services Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FAFDX.
Explore FAFDX Diversifiers