Fidelity Advisor Convertible Securities Fund Class Z (FIQVX) Alternatives

Fidelity Advisor Convertible Securities Fund Class Z (FIQVX) belongs to the Preferred Stock/Convertible Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FIQVX. 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 FIQVX

FIQVX charges 0.59% annually. Among mutual funds in the Preferred Stock/Convertible Bonds category, these options have the lowest expense ratios among FIQVX alternatives.

Symbol	Name	Expense Ratio	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	Nov 29, 2015	FIQVX vs LPXZX
FCVSX	Fidelity Convertible Securities Fund	0.67%	Jan 5, 1987	FIQVX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	Feb 19, 2009	FIQVX vs FICVX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	Dec 18, 2006	FIQVX vs NPSRX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	0.79%	Apr 30, 2002	FIQVX vs PPSIX

Best Risk-Adjusted Alternatives to FIQVX

Among mutual funds in the Preferred Stock/Convertible Bonds 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
LBFFX	Lord Abbett Convertible Fund Class F	92	—	FIQVX vs LBFFX
NPSRX	Nuveen Preferred Securities & Income Fund	92	Dec 18, 2006	FIQVX vs NPSRX
PCSFX	Principal Capital Securities Fund	88	Mar 13, 2014	FIQVX vs PCSFX
CICVX	Calamos Convertible Fund	88	Jun 25, 1997	FIQVX vs CICVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	88	Feb 19, 2009	FIQVX vs FICVX

Top Performing FIQVX Alternatives (YTD)

FIQVX alternatives from the Preferred Stock/Convertible Bonds category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
FICVX	Fidelity Advisor Convertible Securities Fund Class...	4.07%	Feb 19, 2009	FIQVX vs FICVX
FCVSX	Fidelity Convertible Securities Fund	4.06%	Jan 5, 1987	FIQVX vs FCVSX
LBFFX	Lord Abbett Convertible Fund Class F	4.02%	—	FIQVX vs LBFFX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	3.98%	Feb 19, 2009	FIQVX vs FACVX
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	3.94%	Feb 19, 2009	FIQVX vs FTCVX

Lowest Volatility Alternatives to FIQVX

FIQVX alternatives from the Preferred Stock/Convertible Bonds category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	2.23%	Nov 29, 2015	FIQVX vs LPXZX
PCSFX	Principal Capital Securities Fund	2.69%	Mar 13, 2014	FIQVX vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.79%	Apr 11, 2011	FIQVX vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.87%	Apr 30, 2002	FIQVX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	3.15%	May 2, 2010	FIQVX vs CPXIX

Lowest Drawdown Alternatives to FIQVX

FIQVX alternatives from the Preferred Stock/Convertible Bonds category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	-2.24%	Nov 29, 2015	FIQVX vs LPXZX
PCSFX	Principal Capital Securities Fund	-2.97%	Mar 13, 2014	FIQVX vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-3.05%	Apr 11, 2011	FIQVX vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	-3.18%	Apr 30, 2002	FIQVX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.26%	May 2, 2010	FIQVX vs CPXIX

Other Mutual Funds from Fidelity

Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	60	-4.34%	Feb 17, 1988	FIQVX vs FXAIX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	60	-3.98%	—	FIQVX vs FZROX
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	41	-9.77%	—	FIQVX vs FSPGX
FSELX	Fidelity Select Semiconductors Portfolio	Technology Equities	96	7.19%	Jul 29, 1985	FIQVX vs FSELX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	59	-3.98%	—	FIQVX vs FSKAX
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	71	-7.12%	Dec 31, 1987	FIQVX vs FBGRX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	59	-4.59%	—	FIQVX vs FNILX
FCNTX	Fidelity Contrafund Fund	Large Cap Growth Equities	62	-5.35%	May 17, 1967	FIQVX vs FCNTX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	76	0.95%	Nov 5, 1997	FIQVX vs FSPSX
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	86	1.79%	Jun 7, 2016	FIQVX vs FTIHX

Often Compared With FIQVX

What investors most often compare with FIQVX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VFIAX	Vanguard 500 Index Fund Admiral Shares	Large Cap Blend Equities	59	-4.35%	Nov 13, 2000	FIQVX vs VFIAX
VOO	Vanguard S&P 500 ETF	S&P 500	60	-3.66%	Sep 7, 2010	FIQVX vs VOO
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock/Convertible Bonds	18	-2.16%	May 1, 2012	FIQVX vs LDP
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	82	-1.23%	Mar 30, 2022	FIQVX vs JPDIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	Preferred Stock/Convertible Bonds	86	-1.23%	Feb 28, 2019	FIQVX vs PISHX
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	81	-1.78%	Jan 10, 2011	FIQVX vs FPEIX
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	11	2.43%	Jun 19, 2003	FIQVX vs HPS
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	20	-1.70%	Mar 26, 2003	FIQVX vs JPC
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	18	-0.57%	—	FIQVX vs PSF
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock/Convertible Bonds	12	-3.28%	Apr 1, 2009	FIQVX vs FPF
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock/Convertible Bonds	81	-0.58%	Apr 12, 2015	FIQVX vs PFINX
CCVIX	Calamos Convertible Fund	Preferred Stock/Convertible Bonds	88	3.01%	Jun 21, 1985	FIQVX vs CCVIX
KIFAX	Salient Select Income Fund	Preferred Stock/Convertible Bonds	6	-2.12%	Mar 29, 2001	FIQVX vs KIFAX
HPI	John Hancock Preferred Income Fund	Preferred Stock/Convertible Bonds	9	-1.10%	Aug 27, 2002	FIQVX vs HPI

Compare FIQVX with Any Fund or Stock

Compare FIQVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Fidelity Advisor Convertible Securities Fund Class Z

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