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 are 2 mutual funds in the Financials Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.09% | 13.90B | Feb 2004 | FIKBX vs VFAIX | |
| Fidelity Select Insurance Portfolio | 0.62% | — | Dec 1985 | FIKBX vs FSPCX | |
| 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 |
Best Risk-Adjusted Alternatives to FIKBX
FIKBX has a PortfoliosLab risk / return rank of 29. There are 7 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund | 88 | — | Oct 2018 | FIKBX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 87 | — | Oct 2018 | FIKBX vs GAFSX | |
| RMB Mendon Financial Services Fund | 83 | — | Jun 1999 | FIKBX vs RMBKX | |
| John Hancock Regional Bank Fund | 54 | — | Jan 1992 | FIKBX vs FRBAX | |
| Hennessy Small Cap Financial Fund | 52 | — | Jan 1997 | FIKBX vs HSFNX |
Top Performing FIKBX Alternatives (YTD)
FIKBX is at 10.09% YTD. There are 8 mutual funds in the Financials Equities category with higher YTD returns, going as high as 20.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Financial Opportunities Fund | 20.53% | — | Aug 1994 | FIKBX vs BTO | |
| RMB Mendon Financial Services Fund | 20.20% | — | Jun 1999 | FIKBX vs RMBKX | |
| John Hancock Regional Bank Fund | 19.44% | — | Jan 1992 | FIKBX vs FRBAX | |
| Fidelity Select Banking Portfolio | 15.93% | — | Jun 1986 | FIKBX vs FSRBX | |
| Hennessy Small Cap Financial Fund | 15.65% | — | Jan 1997 | FIKBX vs HSFNX |
Lowest Volatility Alternatives to FIKBX
FIKBX has 16.18% 1-year volatility. There are 10 mutual funds in the Financials Equities category with lower 1-year volatility, going as low as 7.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 7.43% | — | Aug 2003 | FIKBX vs FLC | |
| Saratoga Financial Service Fund | 9.20% | — | Aug 2000 | FIKBX vs SFPAX | |
| Gabelli Global Financial Services Fund | 12.54% | — | Oct 2018 | FIKBX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.59% | — | Oct 2018 | FIKBX vs GAFSX | |
| ICON Consumer Select Fund | 14.27% | — | 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 10 categories.
Often Compared With FIKBX
Investors most often compare FIKBX with HSSAX, RPFGX, FFSIX. These 20 comparison targets span 7 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