Fidelity Advisor Strategic Dividend & Income Fund Class C (FCSDX) 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 FCSDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FCSDX
FCSDX charges 1.73% annually. There are 516 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 | FCSDX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FCSDX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FCSDX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FCSDX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FCSDX vs BWBIX |
Best Risk-Adjusted Alternatives to FCSDX
FCSDX has a PortfoliosLab risk / return rank of 90. There are 31 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 | FCSDX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FCSDX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FCSDX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | FCSDX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FCSDX vs FSRRX |
Top Performing FCSDX Alternatives (YTD)
FCSDX is at 13.35% YTD. There are 15 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | FCSDX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FCSDX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | FCSDX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | FCSDX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | FCSDX vs BRUFX |
Lowest Volatility Alternatives to FCSDX
FCSDX has 8.37% 1-year volatility. There are 232 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 | FCSDX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FCSDX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FCSDX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | FCSDX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FCSDX vs CSTAX |
Lowest Drawdown Alternatives to FCSDX
FCSDX has a 1-year max drawdown of -5.83%. There are 210 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 | FCSDX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FCSDX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FCSDX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FCSDX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FCSDX 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 | 64 | 9.35% | — | Feb 1988 | FCSDX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FCSDX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FCSDX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FCSDX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FCSDX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FCSDX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FCSDX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FCSDX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FCSDX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FCSDX vs FTIHX |
Often Compared With FCSDX
Investors most often compare FCSDX with FCSRX, FYMIX, FSRKX. These 16 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FCSDX with Any Fund or Stock
Compare FCSDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FCSDX with funds that move differently
Fidelity Advisor Strategic Dividend & Income Fund Class C alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FCSDX.
Explore FCSDX Diversifiers