Fidelity Advisor Financial Services Fund Class Z (FIKBX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FIKBX
FIKBX charges 0.64% annually. Among mutual funds in the Financials Equities category, these options have the lowest expense ratios among FIKBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.10% | Feb 4, 2004 | FIKBX vs VFAIX | |
| Fidelity Select Financial Services Portfolio | 0.73% | Dec 10, 1981 | FIKBX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | Jun 30, 1986 | FIKBX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | Jul 29, 1985 | FIKBX vs FSLBX | |
| Fidelity Advisor Financial Services Fund Class I | 0.76% | Sep 3, 1996 | FIKBX vs FFSIX |
Best Risk-Adjusted Alternatives to FIKBX
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 | FIKBX vs GAFSX | |
| Gabelli Global Financial Services Fund | 78 | Oct 1, 2018 | FIKBX vs GFSIX | |
| RMB Mendon Financial Services Fund | 44 | Jun 7, 1999 | FIKBX vs RMBKX | |
| Rydex Banking Fund | 36 | Apr 1, 1998 | FIKBX vs RYKIX | |
| Hennessy Small Cap Financial Fund | 35 | Jan 3, 1997 | FIKBX vs HSFNX |
Top Performing FIKBX Alternatives (YTD)
FIKBX 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 | FIKBX vs BTO | |
| Saratoga Financial Service Fund | 0.00% | Aug 1, 2000 | FIKBX vs SFPAX | |
| RMB Mendon Financial Services Fund | -0.36% | Jun 7, 1999 | FIKBX vs RMBKX | |
| Hennessy Small Cap Financial Fund | -0.51% | Jan 3, 1997 | FIKBX vs HSFNX | |
| John Hancock Regional Bank Fund | -1.16% | Jan 3, 1992 | FIKBX vs FRBAX |
Lowest Volatility Alternatives to FIKBX
FIKBX 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 | FIKBX vs FLC | |
| Gabelli Global Financial Services Fund | 15.18% | Oct 1, 2018 | FIKBX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 15.21% | Oct 1, 2018 | FIKBX vs GAFSX | |
| Saratoga Financial Service Fund | 17.62% | Aug 1, 2000 | FIKBX vs SFPAX | |
| 1919 Financial Services Fund | 18.16% | Nov 16, 1998 | FIKBX vs SBFAX |
Lowest Drawdown Alternatives to FIKBX
FIKBX 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 | FIKBX vs FLC | |
| Fidelity Select Insurance Portfolio | -11.69% | Dec 16, 1985 | FIKBX vs FSPCX | |
| Gabelli Global Financial Services Fund | -11.92% | Oct 1, 2018 | FIKBX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -11.92% | Oct 1, 2018 | FIKBX vs GAFSX | |
| 1919 Financial Services Fund | -11.95% | Nov 16, 1998 | FIKBX 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 | FIKBX vs NASDX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 68 | -3.56% | Sep 6, 1994 | FIKBX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 46 | -6.78% | Sep 6, 1994 | FIKBX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 46 | -7.06% | Jul 30, 1993 | FIKBX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 16 | -6.71% | Sep 28, 2021 | FIKBX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | -4.27% | May 30, 2011 | FIKBX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 70 | -2.99% | Dec 30, 1991 | FIKBX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 8 | 6.59% | Jul 30, 2010 | FIKBX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | -7.23% | Aug 30, 2005 | FIKBX vs BDJ | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 3.57% | Dec 20, 2012 | FIKBX vs BDMIX |
Often Compared With FIKBX
What investors most often compare with FIKBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Davis Financial Fund | Financials Equities | 24 | -11.14% | May 1, 1991 | FIKBX vs RPFGX | |
| ICON Consumer Select Fund | Financials Equities | 6 | -9.09% | Jul 1, 1997 | FIKBX vs ICFSX | |
| Rydex Financial Services Fund | Financials Equities | 5 | -10.06% | Apr 2, 1998 | FIKBX vs RYFIX | |
| Emerald Finance and Banking Innovation Fund | Financials Equities | 6 | -12.92% | Feb 18, 1997 | FIKBX vs HSSAX | |
| John Hancock Financial Industries Fund | Financials Equities | 7 | -9.90% | Mar 14, 1996 | FIKBX vs FIDAX | |
| Fidelity Advisor Financial Services Fund Class A | Financials Equities | 10 | -9.46% | Sep 3, 1996 | FIKBX vs FAFDX | |
| Fidelity Select Fintech Portfolio | Financials Equities | 1 | -26.09% | Dec 16, 1985 | FIKBX vs FSVLX | |
| T. Rowe Price Financial Services Fund | Financials Equities | 26 | -10.22% | Sep 30, 1996 | FIKBX vs PRISX | |
| Fidelity Advisor Financial Services Fund Class C | Financials Equities | 9 | -9.61% | Nov 3, 1997 | FIKBX vs FAFCX |
Compare FIKBX with Any Fund or Stock
Compare FIKBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.