John Hancock Regional Bank Fund (FRBAX) 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 FRBAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FRBAX
FRBAX charges 1.22% annually. There are 13 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 | FRBAX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | FRBAX vs FIKBX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | FRBAX vs FSRBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | FRBAX vs FIDSX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | — | Jul 1985 | FRBAX vs FSLBX |
Best Risk-Adjusted Alternatives to FRBAX
FRBAX has a PortfoliosLab risk / return rank of 57. There are 3 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 | FRBAX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 86 | — | Oct 2018 | FRBAX vs GAFSX | |
| RMB Mendon Financial Services Fund | 83 | — | Jun 1999 | FRBAX vs RMBKX | |
| Hennessy Small Cap Financial Fund | 55 | — | Jan 1997 | FRBAX vs HSFNX | |
| Rydex Banking Fund | 49 | — | Apr 1998 | FRBAX vs RYKIX |
Top Performing FRBAX Alternatives (YTD)
FRBAX is at 19.26% YTD. There is 1 mutual fund in the Financials Equities category with a higher YTD return, going as high as 20.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 20.12% | — | Jun 1999 | FRBAX vs RMBKX | |
| John Hancock Financial Opportunities Fund | 19.05% | — | Aug 1994 | FRBAX vs BTO | |
| Fidelity Select Banking Portfolio | 15.84% | — | Jun 1986 | FRBAX vs FSRBX | |
| Hennessy Small Cap Financial Fund | 15.24% | — | Jan 1997 | FRBAX vs HSFNX | |
| Rydex Banking Fund | 14.12% | — | Apr 1998 | FRBAX vs RYKIX |
Lowest Volatility Alternatives to FRBAX
FRBAX has 21.25% 1-year volatility. There are 23 mutual funds in the Financials Equities category with lower 1-year volatility, going as low as 7.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 7.38% | — | Aug 2003 | FRBAX vs FLC | |
| Saratoga Financial Service Fund | 9.20% | — | Aug 2000 | FRBAX vs SFPAX | |
| Gabelli Global Financial Services Fund | 12.56% | — | Oct 2018 | FRBAX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.61% | — | Oct 2018 | FRBAX vs GAFSX | |
| ICON Consumer Select Fund | 14.30% | — | Jul 1997 | FRBAX vs ICFSX |
Lowest Drawdown Alternatives to FRBAX
FRBAX has a 1-year max drawdown of -14.22%. There are 17 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 | FRBAX vs SFPAX | |
| Flaherty & Crumrine Total Return Fund Inc | -8.34% | — | Aug 2003 | FRBAX vs FLC | |
| Gabelli Global Financial Services Fund | -9.42% | — | Oct 2018 | FRBAX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -9.47% | — | Oct 2018 | FRBAX vs GAFSX | |
| RMB Mendon Financial Services Fund | -9.48% | — | Jun 1999 | FRBAX vs RMBKX |
Other Mutual Funds from John Hancock
The 10 most viewed John Hancock mutual funds shown here include SVBAX, JAAAX, JVMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| John Hancock Balanced Fund | Diversified Portfolio | 86 | 9.73% | — | Oct 1992 | FRBAX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 96 | 6.31% | — | Jan 2009 | FRBAX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 54 | 14.20% | — | Jun 1997 | FRBAX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 60 | 9.15% | — | Nov 2012 | FRBAX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 14 | 6.22% | — | Dec 1989 | FRBAX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 17.35% | — | Jan 1997 | FRBAX vs JVLIX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 26 | 12.26% | — | May 2019 | FRBAX vs JIJIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 22 | -0.74% | — | Nov 1973 | FRBAX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 16 | 1.91% | — | Oct 1984 | FRBAX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 94 | 12.74% | — | Apr 2014 | FRBAX vs JAKVX |
Often Compared With FRBAX
Investors most often compare FRBAX with QQQ, RPFGX, FSPCX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare FRBAX with Any Fund or Stock
Compare FRBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FRBAX with funds that move differently
John Hancock Regional Bank Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FRBAX.
Explore FRBAX Diversifiers