Fidelity Advisor Strategic Dividend & Income Fund Class A (FASDX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FASDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FASDX
FASDX charges 0.97% annually. There are 395 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | FASDX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FASDX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FASDX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FASDX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FASDX vs BWBIX |
Best Risk-Adjusted Alternatives to FASDX
FASDX has a PortfoliosLab risk / return rank of 92. There are 17 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | FASDX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FASDX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | FASDX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FASDX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FASDX vs FSRRX |
Top Performing FASDX Alternatives (YTD)
FASDX is at 13.73% YTD. There are 11 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | FASDX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | FASDX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | FASDX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | FASDX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | FASDX vs MHELX |
Lowest Volatility Alternatives to FASDX
FASDX has 8.37% 1-year volatility. There are 234 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | FASDX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | FASDX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FASDX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | FASDX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FASDX vs CSTAX |
Lowest Drawdown Alternatives to FASDX
FASDX has a 1-year max drawdown of -5.81%. There are 204 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | FASDX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FASDX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FASDX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FASDX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FASDX vs CSTAX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 59 | 10.13% | — | Feb 1988 | FASDX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 49.63% | — | Jul 1985 | FASDX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 59 | 10.58% | — | — | FASDX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 58 | 10.51% | — | — | FASDX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 10 | 0.30% | — | — | FASDX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 35 | 11.25% | — | Dec 1987 | FASDX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 23 | 6.89% | 176.32B | May 1967 | FASDX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 54 | 9.84% | — | — | FASDX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | 11.79% | — | Nov 1997 | FASDX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 70 | 12.93% | — | Jun 2016 | FASDX vs FTIHX |
Often Compared With FASDX
Investors most often compare FASDX with FKIQX, AGTHX, CONWX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FASDX with Any Fund or Stock
Compare FASDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FASDX with funds that move differently
Fidelity Advisor Strategic Dividend & Income Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FASDX.
Explore FASDX Diversifiers