FIQVX Alternatives & Similar Mutual Funds

Fidelity Advisor Convertible Securities Fund Class Z (FIQVX) belongs to the 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 a closer substitute for your current allocation.

Cheapest Alternatives to FIQVX

FIQVX charges 0.59% annually. No mutual funds in the Convertible Bonds category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.67%.

Symbol	Name	Expense Ratio	AUM	Inception
FCVSX	Fidelity Convertible Securities Fund	0.67%	—	Jan 1987	FIQVX vs FCVSX
CNSDX	Invesco Convertible Securities Fund	0.68%	—	Jul 1997	FIQVX vs CNSDX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	—	Feb 2009	FIQVX vs FICVX
ANNPX	Virtus Convertible Fund	0.71%	—	Apr 1993	FIQVX vs ANNPX
AVK	Advent Convertible and Income Fund	0.75%	—	Apr 2003	FIQVX vs AVK

Best Risk-Adjusted Alternatives to FIQVX

FIQVX has a PortfoliosLab risk / return rank of 46. There are 14 mutual funds in the Convertible Bonds category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	100	—	Aug 2017	FIQVX vs ARBIX
MCIFX	Miller Convertible Bond Fund	93	—	Dec 2007	FIQVX vs MCIFX
CXGCX	Calamos Global Convertible Fund	85	—	Dec 2014	FIQVX vs CXGCX
CHI	Calamos Convertible Opportunities and Income Fund	83	—	Jun 1997	FIQVX vs CHI
LEOOX	Lazard Enhanced Opportunities Portfolio Open Share...	75	—	Dec 2014	FIQVX vs LEOOX

Top Performing FIQVX Alternatives (YTD)

FIQVX is at 14.12% YTD. There are 8 mutual funds in the Convertible Bonds category with higher YTD returns, going as high as 27.35%.

Symbol	Name	YTD Return	AUM	Inception
CHI	Calamos Convertible Opportunities and Income Fund	27.35%	—	Jun 1997	FIQVX vs CHI
CHY	Calamos Convertible and High Income Closed Fund	18.32%	—	May 2003	FIQVX vs CHY
CICVX	Calamos Convertible Fund	17.82%	—	Jun 1997	FIQVX vs CICVX
CCVIX	Calamos Convertible Fund	17.66%	—	Jun 1985	FIQVX vs CCVIX
PACIX	Columbia Convertible Securities Fund	16.84%	—	Sep 1987	FIQVX vs PACIX

Lowest Volatility Alternatives to FIQVX

FIQVX has 17.01% 1-year volatility. There are 20 mutual funds in the Convertible Bonds category with lower 1-year volatility, going as low as 1.25%.

Symbol	Name	Volatility 1Y	AUM	Inception
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	1.25%	—	Aug 2017	FIQVX vs ARBIX
MCIFX	Miller Convertible Bond Fund	5.38%	—	Dec 2007	FIQVX vs MCIFX
SBFCX	Victory INCORE Investment Grade Convertible Fund C...	6.42%	—	—	FIQVX vs SBFCX
LEOOX	Lazard Enhanced Opportunities Portfolio Open Share...	6.60%	—	Dec 2014	FIQVX vs LEOOX
PBXIX	Rational/Pier 88 Convertible Securities Fund	7.21%	—	Dec 2019	FIQVX vs PBXIX

Lowest Drawdown Alternatives to FIQVX

FIQVX has a 1-year max drawdown of -11.69%. There are 23 mutual funds in the Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	-0.51%	—	Aug 2017	FIQVX vs ARBIX
LEOOX	Lazard Enhanced Opportunities Portfolio Open Share...	-3.97%	—	Dec 2014	FIQVX vs LEOOX
SBFCX	Victory INCORE Investment Grade Convertible Fund C...	-4.28%	—	—	FIQVX vs SBFCX
MCIFX	Miller Convertible Bond Fund	-4.53%	—	Dec 2007	FIQVX vs MCIFX
PBXIX	Rational/Pier 88 Convertible Securities Fund	-5.16%	—	Dec 2019	FIQVX vs PBXIX

Other Mutual Funds from Fidelity

The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	59	10.13%	—	Feb 1988	FIQVX vs FXAIX
FSELX	Fidelity Select Semiconductors Portfolio	Semiconductors, Technology Equities	80	49.63%	—	Jul 1985	FIQVX vs FSELX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	59	10.58%	—	—	FIQVX vs FZROX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	58	10.51%	—	—	FIQVX vs FSKAX
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	10	0.30%	—	—	FIQVX vs FSPGX
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	35	11.25%	—	Dec 1987	FIQVX vs FBGRX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	23	6.89%	176.32B	May 1967	FIQVX vs FCNTX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	54	9.84%	—	—	FIQVX vs FNILX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	64	11.79%	—	Nov 1997	FIQVX vs FSPSX
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	70	12.93%	—	Jun 2016	FIQVX vs FTIHX

Often Compared With FIQVX

Investors most often compare FIQVX with VFIAX, JPDIX, VOO. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	59	10.10%	1.70T	Nov 2000	FIQVX vs VFIAX
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock	82	1.84%	—	Mar 2022	FIQVX vs JPDIX
VOO	Vanguard S&P 500 ETF	S&P 500	78	11.72%	1.70T	Sep 2010	FIQVX vs VOO
PCSFX	Principal Capital Securities Fund	Preferred Stock	74	1.37%	—	Mar 2014	FIQVX vs PCSFX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	Preferred Stock	77	1.85%	—	Feb 2019	FIQVX vs PISHX
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock	9	1.41%	—	May 2012	FIQVX vs LDP
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	43	13.75%	—	Feb 2009	FIQVX vs FTCVX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	Preferred Stock	82	1.61%	—	Apr 2011	FIQVX vs DPIIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	Preferred Stock	73	1.70%	—	May 2010	FIQVX vs CPXIX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	45	13.96%	—	Feb 2009	FIQVX vs FACVX
HPS	John Hancock Preferred Income Fund III	Preferred Stock	21	4.27%	—	Jun 2003	FIQVX vs HPS
PPSIX	Principal Spectrum Preferred and Capital Securitie...	Preferred Stock	48	0.64%	—	Apr 2002	FIQVX vs PPSIX
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock	55	0.24%	—	Jan 2011	FIQVX vs FPEIX
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock	13	1.09%	—	Mar 2003	FIQVX vs JPC
KIFAX	Salient Select Income Fund	Preferred Stock	26	4.19%	—	Mar 2001	FIQVX vs KIFAX
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock	7	-0.35%	—	Apr 2009	FIQVX vs FPF
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock	65	1.81%	—	Apr 2015	FIQVX vs PFINX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	Preferred Stock	76	1.71%	—	Nov 2015	FIQVX vs LPXZX
NCV	Virtus Convertible and Income Fund	Convertible Bonds	79	18.31%	—	Mar 2003	FIQVX vs NCV
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	43	13.66%	—	Feb 2009	FIQVX vs FCCVX

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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Diversifiers

Pair FIQVX with funds that move differently

Fidelity Advisor Convertible Securities Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIQVX.

Explore FIQVX Diversifiers

Fidelity Advisor Convertible Securities Fund Class Z (FIQVX) Alternatives