Fidelity Advisor Financial Services Fund Class I (FFSIX) 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 FFSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FFSIX
FFSIX charges 0.76% annually. There are 5 mutual funds in the Financials Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.10% | 13.70B | Feb 2004 | FFSIX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | FFSIX vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | FFSIX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | FFSIX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | — | Jul 1985 | FFSIX vs FSLBX |
Best Risk-Adjusted Alternatives to FFSIX
FFSIX has a PortfoliosLab risk / return rank of 7. There are 13 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 64.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund | 64 | — | Oct 2018 | FFSIX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 61 | — | Oct 2018 | FFSIX vs GAFSX | |
| RMB Mendon Financial Services Fund | 42 | — | Jun 1999 | FFSIX vs RMBKX | |
| Hennessy Small Cap Financial Fund | 26 | — | Jan 1997 | FFSIX vs HSFNX | |
| Rydex Banking Fund | 23 | — | Apr 1998 | FFSIX vs RYKIX |
Top Performing FFSIX Alternatives (YTD)
FFSIX is at -1.97% YTD. There are 11 mutual funds in the Financials Equities category with higher YTD returns, going as high as 8.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 8.77% | — | Jun 1999 | FFSIX vs RMBKX | |
| John Hancock Regional Bank Fund | 7.78% | — | Jan 1992 | FFSIX vs FRBAX | |
| Hennessy Small Cap Financial Fund | 7.11% | — | Jan 1997 | FFSIX vs HSFNX | |
| Gabelli Global Financial Services Fund | 5.16% | — | Oct 2018 | FFSIX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 5.11% | — | Oct 2018 | FFSIX vs GAFSX |
Lowest Volatility Alternatives to FFSIX
FFSIX has 15.85% 1-year volatility. There are 11 mutual funds in the Financials Equities category with lower 1-year volatility, going as low as 7.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 7.24% | — | Aug 2003 | FFSIX vs FLC | |
| Saratoga Financial Service Fund | 10.03% | — | Aug 2000 | FFSIX vs SFPAX | |
| Gabelli Global Financial Services Fund | 12.68% | — | Oct 2018 | FFSIX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.73% | — | Oct 2018 | FFSIX vs GAFSX | |
| Rydex Financial Services Fund | 13.88% | — | Apr 1998 | FFSIX vs RYFIX |
Lowest Drawdown Alternatives to FFSIX
FFSIX has a 1-year max drawdown of -12.99%. There are 9 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 | FFSIX vs SFPAX | |
| Flaherty & Crumrine Total Return Fund Inc | -8.34% | — | Aug 2003 | FFSIX vs FLC | |
| Gabelli Global Financial Services Fund | -9.42% | — | Oct 2018 | FFSIX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -9.47% | — | Oct 2018 | FFSIX vs GAFSX | |
| RMB Mendon Financial Services Fund | -9.48% | — | Jun 1999 | FFSIX vs RMBKX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VTMFX, VTCLX and span 9 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | FFSIX vs NASDX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | FFSIX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | FFSIX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | FFSIX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | FFSIX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | FFSIX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | FFSIX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | FFSIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | FFSIX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 22 | 0.25% | — | Aug 2005 | FFSIX vs BDJ |
Often Compared With FFSIX
Investors most often compare FFSIX with VGIT, VOO, BTO. These 5 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Treasury ETF | Government Bonds | 27 | -0.46% | 48.60B | Nov 2009 | FFSIX vs VGIT | |
| Vanguard S&P 500 ETF | S&P 500 | 70 | 10.91% | 1.60T | Sep 2010 | FFSIX vs VOO | |
| John Hancock Financial Opportunities Fund | Financials Equities | 8 | 4.49% | — | Aug 1994 | FFSIX vs BTO | |
| 1919 Financial Services Fund | Financials Equities | 2 | -5.71% | — | Nov 1998 | FFSIX vs SBFAX | |
| Fidelity Select Insurance Portfolio | Financials Equities | 1 | -5.11% | — | Dec 1985 | FFSIX vs FSPCX |
Compare FFSIX with Any Fund or Stock
Compare FFSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FFSIX with funds that move differently
Fidelity Advisor Financial Services Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FFSIX.
Explore FFSIX Diversifiers