Gabelli Global Financial Services Fund Class AAA (GAFSX) 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 GAFSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GAFSX
GAFSX charges 1.25% annually. There are 15 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% | 13.50B | Feb 2004 | GAFSX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | GAFSX vs FIKBX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | GAFSX vs FSRBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | GAFSX vs FIDSX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | — | Jul 1985 | GAFSX vs FSLBX |
Best Risk-Adjusted Alternatives to GAFSX
GAFSX has a PortfoliosLab risk / return rank of 71. There is 1 mutual fund in the Financials Equities category with a higher risk-adjusted rank, going as high as 73.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund | 73 | — | Oct 2018 | GAFSX vs GFSIX | |
| RMB Mendon Financial Services Fund | 59 | — | Jun 1999 | GAFSX vs RMBKX | |
| Hennessy Small Cap Financial Fund | 38 | — | Jan 1997 | GAFSX vs HSFNX | |
| Rydex Banking Fund | 36 | — | Apr 1998 | GAFSX vs RYKIX | |
| John Hancock Regional Bank Fund | 32 | — | Jan 1992 | GAFSX vs FRBAX |
Top Performing GAFSX Alternatives (YTD)
GAFSX is at 6.77% YTD. There are 7 mutual funds in the Financials Equities category with higher YTD returns, going as high as 13.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 13.40% | — | Jun 1999 | GAFSX vs RMBKX | |
| John Hancock Regional Bank Fund | 12.63% | — | Jan 1992 | GAFSX vs FRBAX | |
| John Hancock Financial Opportunities Fund | 12.49% | — | Aug 1994 | GAFSX vs BTO | |
| Hennessy Small Cap Financial Fund | 11.31% | — | Jan 1997 | GAFSX vs HSFNX | |
| Fidelity Select Banking Portfolio | 10.54% | — | Jun 1986 | GAFSX vs FSRBX |
Lowest Volatility Alternatives to GAFSX
GAFSX has 12.82% 1-year volatility. There are 3 mutual funds in the Financials Equities category with lower 1-year volatility, going as low as 7.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 7.22% | — | Aug 2003 | GAFSX vs FLC | |
| Saratoga Financial Service Fund | 9.55% | — | Aug 2000 | GAFSX vs SFPAX | |
| Gabelli Global Financial Services Fund | 12.78% | — | Oct 2018 | GAFSX vs GFSIX | |
| ICON Consumer Select Fund | 14.09% | — | Jul 1997 | GAFSX vs ICFSX | |
| Rydex Financial Services Fund | 14.23% | — | Apr 1998 | GAFSX vs RYFIX |
Lowest Drawdown Alternatives to GAFSX
GAFSX has a 1-year max drawdown of -9.47%. There are 3 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 | GAFSX vs SFPAX | |
| Flaherty & Crumrine Total Return Fund Inc | -8.34% | — | Aug 2003 | GAFSX vs FLC | |
| Gabelli Global Financial Services Fund | -9.42% | — | Oct 2018 | GAFSX vs GFSIX | |
| RMB Mendon Financial Services Fund | -9.48% | — | Jun 1999 | GAFSX vs RMBKX | |
| Fidelity Select Insurance Portfolio | -9.98% | — | Dec 1985 | GAFSX vs FSPCX |
Other Mutual Funds from Gabelli
The 10 most viewed Gabelli mutual funds shown here include GOLDX, GABEX, GABSX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Gabelli Gold Fund | Gold, Precious Metals | 23 | -4.65% | — | Jul 1994 | GAFSX vs GOLDX | |
| Gabelli Equity Income Fund | Large Cap Blend Equities | 7 | 8.58% | — | Jan 1992 | GAFSX vs GABEX | |
| Gabelli Small Cap Growth Fund | Small Cap Blend Equities | 42 | 14.76% | — | Oct 1991 | GAFSX vs GABSX | |
| Gabelli Asset Fund | Large Cap Blend Equities | 41 | 9.38% | — | Mar 1986 | GAFSX vs GABAX | |
| Gabelli Utilities Fund | Utilities Equities | 35 | 7.75% | — | Aug 1999 | GAFSX vs GABUX | |
| Gabelli Growth Fund | Large Cap Growth Equities | 12 | 1.64% | — | Apr 1987 | GAFSX vs GABGX | |
| Gabelli Global Content & Connectivity Fund | Communications Equities | 69 | 12.37% | — | Oct 1993 | GAFSX vs GABTX | |
| Gabelli Dividend Growth Fund | Large Cap Value Equities | 44 | 6.68% | — | Aug 1999 | GAFSX vs GABBX | |
| Gabelli Focused Growth and Income Fund | Mid Cap Blend Equities | 20 | 5.26% | — | Dec 2002 | GAFSX vs GWSAX | |
| Gabelli Global Growth Fund | Global Equities | 14 | 3.13% | — | Feb 1994 | GAFSX vs GICPX |
Often Compared With GAFSX
Investors most often compare GAFSX with RPFGX, FIDAX, FFSIX. These 14 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare GAFSX with Any Fund or Stock
Compare GAFSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GAFSX with funds that move differently
Gabelli Global Financial Services Fund Class AAA alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GAFSX.
Explore GAFSX Diversifiers