Fidelity Advisor Financial Services Fund Class A (FAFDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FAFDX
FAFDX charges 1.03% annually. Among mutual funds in the Financials Equities category, these options have the lowest expense ratios among FAFDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.10% | Feb 4, 2004 | FAFDX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | Oct 2, 2018 | FAFDX vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | Dec 10, 1981 | FAFDX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | Jun 30, 1986 | FAFDX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | Jul 29, 1985 | FAFDX vs FSLBX |
Best Risk-Adjusted Alternatives to FAFDX
Among mutual funds in the Financials Equities 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 | |
|---|---|---|---|---|
| Gabelli Global Financial Services Fund Class AAA | 79 | Oct 1, 2018 | FAFDX vs GAFSX | |
| Gabelli Global Financial Services Fund | 78 | Oct 1, 2018 | FAFDX vs GFSIX | |
| RMB Mendon Financial Services Fund | 44 | Jun 7, 1999 | FAFDX vs RMBKX | |
| Rydex Banking Fund | 36 | Apr 1, 1998 | FAFDX vs RYKIX | |
| Hennessy Small Cap Financial Fund | 35 | Jan 3, 1997 | FAFDX vs HSFNX |
Top Performing FAFDX Alternatives (YTD)
FAFDX alternatives from the Financials Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| John Hancock Financial Opportunities Fund | 4.20% | Aug 18, 1994 | FAFDX vs BTO | |
| Saratoga Financial Service Fund | 0.00% | Aug 1, 2000 | FAFDX vs SFPAX | |
| RMB Mendon Financial Services Fund | -0.36% | Jun 7, 1999 | FAFDX vs RMBKX | |
| Hennessy Small Cap Financial Fund | -0.51% | Jan 3, 1997 | FAFDX vs HSFNX | |
| John Hancock Regional Bank Fund | -1.16% | Jan 3, 1992 | FAFDX vs FRBAX |
Lowest Volatility Alternatives to FAFDX
FAFDX alternatives from the Financials Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 11.34% | Aug 29, 2003 | FAFDX vs FLC | |
| Gabelli Global Financial Services Fund | 15.18% | Oct 1, 2018 | FAFDX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 15.21% | Oct 1, 2018 | FAFDX vs GAFSX | |
| Saratoga Financial Service Fund | 17.62% | Aug 1, 2000 | FAFDX vs SFPAX | |
| 1919 Financial Services Fund | 18.16% | Nov 16, 1998 | FAFDX vs SBFAX |
Lowest Drawdown Alternatives to FAFDX
FAFDX alternatives from the Financials Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | -8.69% | Aug 29, 2003 | FAFDX vs FLC | |
| Fidelity Select Insurance Portfolio | -11.69% | Dec 16, 1985 | FAFDX vs FSPCX | |
| Gabelli Global Financial Services Fund | -11.92% | Oct 1, 2018 | FAFDX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -11.92% | Oct 1, 2018 | FAFDX vs GAFSX | |
| 1919 Financial Services Fund | -11.95% | Nov 16, 1998 | FAFDX vs SBFAX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 51 | -9.12% | Jan 18, 2000 | FAFDX vs NASDX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 68 | -3.56% | Sep 6, 1994 | FAFDX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 46 | -6.78% | Sep 6, 1994 | FAFDX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 46 | -7.06% | Jul 30, 1993 | FAFDX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 16 | -6.71% | Sep 28, 2021 | FAFDX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | -4.27% | May 30, 2011 | FAFDX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 70 | -2.99% | Dec 30, 1991 | FAFDX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 8 | 6.59% | Jul 30, 2010 | FAFDX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | -7.23% | Aug 30, 2005 | FAFDX vs BDJ | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 3.57% | Dec 20, 2012 | FAFDX vs BDMIX |
Often Compared With FAFDX
What investors most often compare with FAFDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | FAFDX vs SPY | |
| Fidelity Advisor Equity Growth Fund Class A | Large Cap Growth Equities | 27 | -9.37% | Sep 3, 1996 | FAFDX vs EPGAX | |
| Northern Income Equity Fund | Large Cap Value Equities | 50 | -4.59% | Mar 31, 1994 | FAFDX vs NOIEX |
Compare FAFDX with Any Fund or Stock
Compare FAFDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.