Franklin Biotechnology Discovery Fund (FBDIX) belongs to the Health & Biotech Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FBDIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FBDIX
FBDIX charges 1.06% annually. There are 33 mutual funds in the Health & Biotech Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Health Care Index Fund Admiral Shares | 0.10% | 20.40B | Feb 2004 | FBDIX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.27% | 38.80B | Nov 2001 | FBDIX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.33% | 38.80B | May 1984 | FBDIX vs VGHCX | |
| Fidelity Advisor Health Care Fund Class Z | 0.59% | — | Oct 2018 | FBDIX vs FIKCX | |
| Fidelity Advisor Biotechnology Fund Class Z | 0.61% | — | Oct 2018 | FBDIX vs FIJYX |
Best Risk-Adjusted Alternatives to FBDIX
FBDIX has a PortfoliosLab risk / return rank of 96. There is 1 mutual fund in the Health & Biotech Equities category with a higher risk-adjusted rank, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Alger Health Sciences Fund | 96 | — | Apr 2002 | FBDIX vs AHSAX | |
| Fidelity Advisor Biotechnology Fund I Class | 95 | — | Dec 2000 | FBDIX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class Z | 95 | — | Oct 2018 | FBDIX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund Class A | 95 | — | Dec 2000 | FBDIX vs FBTAX | |
| Fidelity Advisor Biotechnology Fund Class M | 95 | — | Dec 2000 | FBDIX vs FBTTX |
Top Performing FBDIX Alternatives (YTD)
FBDIX is at 19.43% YTD. There are 7 mutual funds in the Health & Biotech Equities category with higher YTD returns, going as high as 23.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Biotechnology Fund Class Z | 23.82% | — | Oct 2018 | FBDIX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 23.73% | — | Dec 2000 | FBDIX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 23.56% | — | Dec 2000 | FBDIX vs FBTAX | |
| Alger Health Sciences Fund | 23.38% | — | Apr 2002 | FBDIX vs AHSAX | |
| Fidelity Advisor Biotechnology Fund Class M | 23.36% | — | Dec 2000 | FBDIX vs FBTTX |
Lowest Volatility Alternatives to FBDIX
FBDIX has 23.45% 1-year volatility. There are 40 mutual funds in the Health & Biotech Equities category with lower 1-year volatility, going as low as 14.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Health Care Fund | 14.28% | — | Aug 1989 | FBDIX vs GGHCX | |
| Live Oak Health Sciences Fund | 14.83% | — | Jun 2001 | FBDIX vs LOGSX | |
| Saratoga Health & Biotechnology Fund | 14.93% | — | Jul 1999 | FBDIX vs SHPAX | |
| BlackRock Health Sciences Opportunities Portfolio | 14.93% | — | Dec 1999 | FBDIX vs SHSAX | |
| Health Sciences Opportunities Fund Class Instituti... | 14.94% | — | Oct 2000 | FBDIX vs SHSSX |
Lowest Drawdown Alternatives to FBDIX
FBDIX has a 1-year max drawdown of -9.18%. There are 9 mutual funds in the Health & Biotech Equities category with shallower 1-year drawdowns, going as shallow as -7.62%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Biotechnology Portfolio | -7.62% | — | Dec 1985 | FBDIX vs FBIOX | |
| Live Oak Health Sciences Fund | -8.13% | — | Jun 2001 | FBDIX vs LOGSX | |
| Rydex Biotechnology Fund | -8.43% | — | Mar 1998 | FBDIX vs RYOIX | |
| AlphaCentric LifeSci Healthcare Fund | -8.49% | — | Nov 2019 | FBDIX vs LYFIX | |
| Fidelity Advisor Biotechnology Fund Class Z | -8.88% | — | Oct 2018 | FBDIX vs FIJYX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 10 | 1.52% | — | Jan 1968 | FBDIX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 48 | -10.16% | — | May 1969 | FBDIX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.21% | — | — | FBDIX vs FKINX | |
| Franklin Growth Fund Class A | Large Cap Growth Equities | 20 | 4.81% | — | Apr 1948 | FBDIX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund Inc. | MLPs, Energy Equities | 44 | 21.52% | — | Jun 2011 | FBDIX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 41 | 8.25% | — | Jan 1987 | FBDIX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 6 | -0.11% | — | Aug 1997 | FBDIX vs SBLGX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 63 | 13.92% | — | Oct 1990 | FBDIX vs TFEQX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 93 | 5.78% | — | Aug 1997 | FBDIX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | 0.24% | — | Oct 1983 | FBDIX vs SHRAX |
Often Compared With FBDIX
Investors most often compare FBDIX with IBB, SCHD, QQQ. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare FBDIX with Any Fund or Stock
Compare FBDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FBDIX with funds that move differently
Franklin Biotechnology Discovery Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FBDIX.
Explore FBDIX Diversifiers