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% | 13.90B | Feb 2004 | GFSIX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | GFSIX vs FIKBX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | GFSIX vs FSRBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | GFSIX vs FIDSX | |
| 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 88. No mutual funds in the Financials Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund Class AAA | 86 | — | Oct 2018 | GFSIX vs GAFSX | |
| RMB Mendon Financial Services Fund | 83 | — | Jun 1999 | GFSIX vs RMBKX | |
| John Hancock Regional Bank Fund | 57 | — | Jan 1992 | GFSIX vs FRBAX | |
| Hennessy Small Cap Financial Fund | 55 | — | Jan 1997 | GFSIX vs HSFNX | |
| Rydex Banking Fund | 49 | — | Apr 1998 | GFSIX vs RYKIX |
Top Performing GFSIX Alternatives (YTD)
GFSIX is at 13.06% YTD. There are 6 mutual funds in the Financials Equities category with higher YTD returns, going as high as 20.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 20.12% | — | Jun 1999 | GFSIX vs RMBKX | |
| John Hancock Regional Bank Fund | 19.26% | — | Jan 1992 | GFSIX vs FRBAX | |
| John Hancock Financial Opportunities Fund | 19.05% | — | Aug 1994 | GFSIX vs BTO | |
| Fidelity Select Banking Portfolio | 15.84% | — | Jun 1986 | GFSIX vs FSRBX | |
| Hennessy Small Cap Financial Fund | 15.24% | — | Jan 1997 | GFSIX vs HSFNX |
Lowest Volatility Alternatives to GFSIX
GFSIX has 12.56% 1-year volatility. There are 2 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 | GFSIX vs FLC | |
| Saratoga Financial Service Fund | 9.20% | — | Aug 2000 | GFSIX vs SFPAX | |
| Gabelli Global Financial Services Fund Class AAA | 12.61% | — | Oct 2018 | GFSIX vs GAFSX | |
| ICON Consumer Select Fund | 14.30% | — | Jul 1997 | GFSIX vs ICFSX | |
| Rydex Financial Services Fund | 14.31% | — | 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 10 categories. AUM among these funds goes as high as $12B.
Often Compared With GFSIX
Investors most often compare GFSIX with VOO, MS, FTRIX. These 20 comparison targets span 12 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