Fidelity Advisor Financial Services Fund Class Z (FIKBX) 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 FIKBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIKBX
FIKBX charges 0.64% annually. There is 1 mutual fund in the Financials Equities category with a lower expense ratio, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.09% | 13.50B | Feb 2004 | FIKBX vs VFAIX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | FIKBX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | FIKBX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | — | Jul 1985 | FIKBX vs FSLBX | |
| Fidelity Advisor Financial Services Fund Class I | 0.76% | — | Sep 1996 | FIKBX vs FFSIX |
Best Risk-Adjusted Alternatives to FIKBX
FIKBX has a PortfoliosLab risk / return rank of 13. There are 8 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 73.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund | 73 | — | Oct 2018 | FIKBX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 71 | — | Oct 2018 | FIKBX vs GAFSX | |
| RMB Mendon Financial Services Fund | 59 | — | Jun 1999 | FIKBX vs RMBKX | |
| Hennessy Small Cap Financial Fund | 38 | — | Jan 1997 | FIKBX vs HSFNX | |
| Rydex Banking Fund | 36 | — | Apr 1998 | FIKBX vs RYKIX |
Top Performing FIKBX Alternatives (YTD)
FIKBX is at 3.00% YTD. There are 8 mutual funds in the Financials Equities category with higher YTD returns, going as high as 13.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 13.40% | — | Jun 1999 | FIKBX vs RMBKX | |
| John Hancock Regional Bank Fund | 12.63% | — | Jan 1992 | FIKBX vs FRBAX | |
| John Hancock Financial Opportunities Fund | 12.49% | — | Aug 1994 | FIKBX vs BTO | |
| Hennessy Small Cap Financial Fund | 11.31% | — | Jan 1997 | FIKBX vs HSFNX | |
| Fidelity Select Banking Portfolio | 10.54% | — | Jun 1986 | FIKBX vs FSRBX |
Lowest Volatility Alternatives to FIKBX
FIKBX has 16.09% 1-year volatility. There are 11 mutual funds in the Financials Equities category with lower 1-year volatility, going as low as 7.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 7.22% | — | Aug 2003 | FIKBX vs FLC | |
| Saratoga Financial Service Fund | 9.55% | — | Aug 2000 | FIKBX vs SFPAX | |
| Gabelli Global Financial Services Fund | 12.78% | — | Oct 2018 | FIKBX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.82% | — | Oct 2018 | FIKBX vs GAFSX | |
| ICON Consumer Select Fund | 14.09% | — | Jul 1997 | FIKBX vs ICFSX |
Lowest Drawdown Alternatives to FIKBX
FIKBX has a 1-year max drawdown of -12.96%. There are 8 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 | FIKBX vs SFPAX | |
| Flaherty & Crumrine Total Return Fund Inc | -8.34% | — | Aug 2003 | FIKBX vs FLC | |
| Gabelli Global Financial Services Fund | -9.42% | — | Oct 2018 | FIKBX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -9.47% | — | Oct 2018 | FIKBX vs GAFSX | |
| RMB Mendon Financial Services Fund | -9.48% | — | Jun 1999 | FIKBX vs RMBKX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 30 | 11.26% | — | Sep 2021 | FIKBX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 9.77% | — | Jul 1993 | FIKBX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 13.03% | — | Dec 2012 | FIKBX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.39% | — | May 2011 | FIKBX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.90% | — | Dec 1991 | FIKBX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 28 | 1.80% | — | Aug 2005 | FIKBX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 11.89% | — | Jul 2010 | FIKBX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 69 | 43.67% | — | Apr 2000 | FIKBX vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 77 | 14.17% | — | Sep 1999 | FIKBX vs FAMRX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.45% | — | Oct 2007 | FIKBX vs FFANX |
Often Compared With FIKBX
Investors most often compare FIKBX with HSSAX, RPFGX, FAFCX. These 16 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FIKBX with Any Fund or Stock
Compare FIKBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIKBX with funds that move differently
Fidelity Advisor Financial Services Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIKBX.
Explore FIKBX Diversifiers