Fidelity Select Financial Services Portfolio (FIDSX) Alternatives
Fidelity Select Financial Services Portfolio (FIDSX) 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 FIDSX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FIDSX
FIDSX charges 0.73% annually. Among mutual funds in the Financials Equities category, these options have the lowest expense ratios among FIDSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.10% | Feb 4, 2004 | FIDSX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | Oct 2, 2018 | FIDSX vs FIKBX | |
| Fidelity Select Banking Portfolio | 0.73% | Jun 30, 1986 | FIDSX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | Jul 29, 1985 | FIDSX vs FSLBX | |
| Fidelity Advisor Financial Services Fund Class I | 0.76% | Sep 3, 1996 | FIDSX vs FFSIX |
Best Risk-Adjusted Alternatives to FIDSX
Among mutual funds in the Financials Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Gabelli Global Financial Services Fund Class AAA | 79 | Oct 1, 2018 | FIDSX vs GAFSX | |
| Gabelli Global Financial Services Fund | 78 | Oct 1, 2018 | FIDSX vs GFSIX | |
| RMB Mendon Financial Services Fund | 44 | Jun 7, 1999 | FIDSX vs RMBKX | |
| Rydex Banking Fund | 36 | Apr 1, 1998 | FIDSX vs RYKIX | |
| Hennessy Small Cap Financial Fund | 35 | Jan 3, 1997 | FIDSX vs HSFNX |
Top Performing FIDSX Alternatives (YTD)
FIDSX alternatives from the Financials Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| John Hancock Financial Opportunities Fund | 4.20% | Aug 18, 1994 | FIDSX vs BTO | |
| Saratoga Financial Service Fund | 0.00% | Aug 1, 2000 | FIDSX vs SFPAX | |
| RMB Mendon Financial Services Fund | -0.36% | Jun 7, 1999 | FIDSX vs RMBKX | |
| Hennessy Small Cap Financial Fund | -0.51% | Jan 3, 1997 | FIDSX vs HSFNX | |
| John Hancock Regional Bank Fund | -1.16% | Jan 3, 1992 | FIDSX vs FRBAX |
Lowest Volatility Alternatives to FIDSX
FIDSX alternatives from the Financials Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 11.34% | Aug 29, 2003 | FIDSX vs FLC | |
| Gabelli Global Financial Services Fund | 15.18% | Oct 1, 2018 | FIDSX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 15.21% | Oct 1, 2018 | FIDSX vs GAFSX | |
| Saratoga Financial Service Fund | 17.62% | Aug 1, 2000 | FIDSX vs SFPAX | |
| 1919 Financial Services Fund | 18.16% | Nov 16, 1998 | FIDSX vs SBFAX |
Lowest Drawdown Alternatives to FIDSX
FIDSX alternatives from the Financials Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | -8.69% | Aug 29, 2003 | FIDSX vs FLC | |
| Fidelity Select Insurance Portfolio | -11.69% | Dec 16, 1985 | FIDSX vs FSPCX | |
| Gabelli Global Financial Services Fund | -11.92% | Oct 1, 2018 | FIDSX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -11.92% | Oct 1, 2018 | FIDSX vs GAFSX | |
| 1919 Financial Services Fund | -11.95% | Nov 16, 1998 | FIDSX vs SBFAX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 51 | -9.12% | Jan 18, 2000 | FIDSX vs NASDX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 68 | -3.56% | Sep 6, 1994 | FIDSX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 46 | -6.78% | Sep 6, 1994 | FIDSX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 46 | -7.06% | Jul 30, 1993 | FIDSX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 16 | -6.71% | Sep 28, 2021 | FIDSX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | -4.27% | May 30, 2011 | FIDSX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 70 | -2.99% | Dec 30, 1991 | FIDSX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 8 | 6.59% | Jul 30, 2010 | FIDSX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | -7.23% | Aug 30, 2005 | FIDSX vs BDJ | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 3.57% | Dec 20, 2012 | FIDSX vs BDMIX |
Often Compared With FIDSX
What investors most often compare with FIDSX, based on PortfoliosLab usage data.
Compare FIDSX with Any Fund or Stock
Compare FIDSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.