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% | 13.90B | Feb 2004 | FAFDX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | FAFDX vs FIKBX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | FAFDX vs FSRBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | FAFDX vs FIDSX | |
| 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 28. There are 13 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund | 88 | — | Oct 2018 | FAFDX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 86 | — | Oct 2018 | FAFDX vs GAFSX | |
| RMB Mendon Financial Services Fund | 83 | — | Jun 1999 | FAFDX vs RMBKX | |
| John Hancock Regional Bank Fund | 57 | — | Jan 1992 | FAFDX vs FRBAX | |
| Hennessy Small Cap Financial Fund | 55 | — | Jan 1997 | FAFDX vs HSFNX |
Top Performing FAFDX Alternatives (YTD)
FAFDX is at 9.62% YTD. There are 12 mutual funds in the Financials Equities category with higher YTD returns, going as high as 20.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 20.12% | — | Jun 1999 | FAFDX vs RMBKX | |
| John Hancock Regional Bank Fund | 19.26% | — | Jan 1992 | FAFDX vs FRBAX | |
| John Hancock Financial Opportunities Fund | 19.05% | — | Aug 1994 | FAFDX vs BTO | |
| Fidelity Select Banking Portfolio | 15.84% | — | Jun 1986 | FAFDX vs FSRBX | |
| Hennessy Small Cap Financial Fund | 15.24% | — | Jan 1997 | FAFDX vs HSFNX |
Lowest Volatility Alternatives to FAFDX
FAFDX has 16.19% 1-year volatility. There are 10 mutual funds in the Financials Equities category with lower 1-year volatility, going as low as 7.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 7.38% | — | Aug 2003 | FAFDX vs FLC | |
| Saratoga Financial Service Fund | 9.20% | — | Aug 2000 | FAFDX vs SFPAX | |
| Gabelli Global Financial Services Fund | 12.56% | — | Oct 2018 | FAFDX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.61% | — | Oct 2018 | FAFDX vs GAFSX | |
| ICON Consumer Select Fund | 14.30% | — | 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 10 categories. AUM among these funds goes as high as $12B.
Often Compared With FAFDX
Investors most often compare FAFDX with SPY, FSPCX, EPGAX. These 20 comparison targets span 16 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