Gabelli Global Financial Services Fund (GFSIX) 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 GFSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GFSIX
GFSIX charges 1.00% annually. There are 10 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 | GFSIX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | GFSIX vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | GFSIX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | GFSIX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | — | Jul 1985 | GFSIX vs FSLBX |
Best Risk-Adjusted Alternatives to GFSIX
GFSIX has a PortfoliosLab risk / return rank of 68. No mutual funds in the Financials Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 66.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund Class AAA | 66 | — | Oct 2018 | GFSIX vs GAFSX | |
| RMB Mendon Financial Services Fund | 58 | — | Jun 1999 | GFSIX vs RMBKX | |
| Rydex Banking Fund | 34 | — | Apr 1998 | GFSIX vs RYKIX | |
| Hennessy Small Cap Financial Fund | 27 | — | Jan 1997 | GFSIX vs HSFNX | |
| John Hancock Regional Bank Fund | 26 | — | Jan 1992 | GFSIX vs FRBAX |
Top Performing GFSIX Alternatives (YTD)
GFSIX is at 8.28% YTD. There are 7 mutual funds in the Financials Equities category with higher YTD returns, going as high as 18.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 18.29% | — | Jun 1999 | GFSIX vs RMBKX | |
| John Hancock Regional Bank Fund | 17.27% | — | Jan 1992 | GFSIX vs FRBAX | |
| John Hancock Financial Opportunities Fund | 15.80% | — | Aug 1994 | GFSIX vs BTO | |
| Fidelity Select Banking Portfolio | 15.24% | — | Jun 1986 | GFSIX vs FSRBX | |
| Hennessy Small Cap Financial Fund | 14.33% | — | Jan 1997 | GFSIX vs HSFNX |
Lowest Volatility Alternatives to GFSIX
GFSIX has 12.62% 1-year volatility. There are 2 mutual funds in the Financials Equities category with lower 1-year volatility, going as low as 7.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 7.21% | — | Aug 2003 | GFSIX vs FLC | |
| Saratoga Financial Service Fund | 9.20% | — | Aug 2000 | GFSIX vs SFPAX | |
| Gabelli Global Financial Services Fund Class AAA | 12.67% | — | Oct 2018 | GFSIX vs GAFSX | |
| ICON Consumer Select Fund | 14.26% | — | Jul 1997 | GFSIX vs ICFSX | |
| Rydex Financial Services Fund | 14.36% | — | Apr 1998 | GFSIX vs RYFIX |
Lowest Drawdown Alternatives to GFSIX
GFSIX has a 1-year max drawdown of -9.42%. There are 2 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 | GFSIX vs SFPAX | |
| Flaherty & Crumrine Total Return Fund Inc | -8.34% | — | Aug 2003 | GFSIX vs FLC | |
| Gabelli Global Financial Services Fund Class AAA | -9.47% | — | Oct 2018 | GFSIX vs GAFSX | |
| RMB Mendon Financial Services Fund | -9.48% | — | Jun 1999 | GFSIX vs RMBKX | |
| Fidelity Select Insurance Portfolio | -9.98% | — | Dec 1985 | GFSIX vs FSPCX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 39 | 15.10% | — | Sep 2021 | GFSIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | GFSIX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | GFSIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | GFSIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | GFSIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | GFSIX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | GFSIX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | GFSIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | GFSIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | GFSIX vs FAMRX |
Often Compared With GFSIX
Investors most often compare GFSIX with VOO, MS, XLV. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare GFSIX with Any Fund or Stock
Compare GFSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GFSIX with funds that move differently
Gabelli Global Financial Services Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GFSIX.
Explore GFSIX Diversifiers