Fidelity Advisor Convertible Securities Fund Class M (FTCVX) Alternatives
Fidelity Advisor Convertible Securities Fund Class M (FTCVX) 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 FTCVX. 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 FTCVX
FTCVX charges 1.23% annually. Among mutual funds in the Preferred Stock/Convertible Bonds category, these options have the lowest expense ratios among FTCVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Advisor Convertible Securities Fund Class... | 0.59% | Oct 2, 2018 | FTCVX vs FIQVX | |
| Cohen & Steers Low Duration Preferred and Income F... | 0.60% | Nov 29, 2015 | FTCVX vs LPXZX | |
| Fidelity Convertible Securities Fund | 0.67% | Jan 5, 1987 | FTCVX vs FCVSX | |
| Fidelity Advisor Convertible Securities Fund Class... | 0.70% | Feb 19, 2009 | FTCVX vs FICVX | |
| Nuveen Preferred Securities & Income Fund | 0.74% | Dec 18, 2006 | FTCVX vs NPSRX |
Best Risk-Adjusted Alternatives to FTCVX
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 | |
|---|---|---|---|---|
| Lord Abbett Convertible Fund Class F | 90 | — | FTCVX vs LBFFX | |
| Cohen & Steers Low Duration Preferred and Income F... | 90 | Nov 29, 2015 | FTCVX vs LPXZX | |
| Nuveen Preferred Securities & Income Fund | 90 | Dec 18, 2006 | FTCVX vs NPSRX | |
| Cohen & Steers Preferred Securities and Income SMA... | 89 | Feb 28, 2019 | FTCVX vs PISHX | |
| Principal Capital Securities Fund | 88 | Mar 13, 2014 | FTCVX vs PCSFX |
Top Performing FTCVX Alternatives (YTD)
FTCVX alternatives from the Preferred Stock/Convertible Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Lord Abbett Convertible Fund Class F | 1.71% | — | FTCVX vs LBFFX | |
| Fidelity Advisor Convertible Securities Fund Class... | 1.40% | Oct 2, 2018 | FTCVX vs FIQVX | |
| Fidelity Advisor Convertible Securities Fund Class... | 1.37% | Feb 19, 2009 | FTCVX vs FICVX | |
| Fidelity Convertible Securities Fund | 1.37% | Jan 5, 1987 | FTCVX vs FCVSX | |
| Fidelity Advisor Convertible Securities Fund Class... | 1.33% | Feb 19, 2009 | FTCVX vs FACVX |
Lowest Volatility Alternatives to FTCVX
FTCVX alternatives from the Preferred Stock/Convertible Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Cohen & Steers Low Duration Preferred and Income F... | 2.23% | Nov 29, 2015 | FTCVX vs LPXZX | |
| Principal Capital Securities Fund | 2.66% | Mar 13, 2014 | FTCVX vs PCSFX | |
| Destra Flaherty & Crumrine Preferred and Income Fu... | 2.80% | Apr 11, 2011 | FTCVX vs DPIIX | |
| Principal Spectrum Preferred and Capital Securitie... | 2.86% | Apr 30, 2002 | FTCVX vs PPSIX | |
| Cohen & Steers Preferred Securities and Income Fun... | 3.16% | May 2, 2010 | FTCVX vs CPXIX |
Lowest Drawdown Alternatives to FTCVX
FTCVX alternatives from the Preferred Stock/Convertible Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Cohen & Steers Low Duration Preferred and Income F... | -2.14% | Nov 29, 2015 | FTCVX vs LPXZX | |
| Principal Capital Securities Fund | -2.97% | Mar 13, 2014 | FTCVX vs PCSFX | |
| Destra Flaherty & Crumrine Preferred and Income Fu... | -3.05% | Apr 11, 2011 | FTCVX vs DPIIX | |
| Principal Spectrum Preferred and Capital Securitie... | -3.18% | Apr 30, 2002 | FTCVX vs PPSIX | |
| Cohen & Steers Preferred Securities and Income Fun... | -3.26% | May 2, 2010 | FTCVX 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 | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FTCVX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FTCVX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FTCVX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FTCVX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FTCVX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FTCVX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FTCVX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FTCVX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FTCVX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FTCVX vs FTIHX |
Often Compared With FTCVX
What investors most often compare with FTCVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Calamos Convertible Fund | Preferred Stock/Convertible Bonds | 84 | 0.23% | Jun 25, 1997 | FTCVX vs CICVX |
Compare FTCVX with Any Fund or Stock
Compare FTCVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.