FAFCX vs. FIKBX
Compare and contrast key facts about Fidelity Advisor Financial Services Fund Class C (FAFCX) and Fidelity Advisor Financial Services Fund Class Z (FIKBX).
FAFCX is managed by BlackRock. It was launched on Nov 3, 1997. FIKBX is managed by BlackRock. It was launched on Oct 2, 2018.
Performance
FAFCX vs. FIKBX - Performance Comparison
Loading graphics...
FAFCX vs. FIKBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FAFCX Fidelity Advisor Financial Services Fund Class C | -7.51% | 14.05% | 37.55% | 13.19% | -9.63% | 31.91% | -1.00% | 32.80% | -11.65% |
FIKBX Fidelity Advisor Financial Services Fund Class Z | -7.25% | 15.36% | 32.80% | 14.47% | -8.58% | 33.43% | 0.18% | 34.31% | -11.43% |
Returns By Period
The year-to-date returns for both investments are quite close, with FAFCX having a -7.51% return and FIKBX slightly higher at -7.25%.
FAFCX
- 1D
- 2.33%
- 1M
- -3.99%
- YTD
- -7.51%
- 6M
- -3.01%
- 1Y
- 5.98%
- 3Y*
- 20.48%
- 5Y*
- 10.39%
- 10Y*
- 12.13%
FIKBX
- 1D
- 2.32%
- 1M
- -3.90%
- YTD
- -7.25%
- 6M
- -2.46%
- 1Y
- 7.21%
- 3Y*
- 19.99%
- 5Y*
- 10.62%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FAFCX vs. FIKBX - Expense Ratio Comparison
FAFCX has a 1.79% expense ratio, which is higher than FIKBX's 0.64% expense ratio.
Return for Risk
FAFCX vs. FIKBX — Risk / Return Rank
FAFCX
FIKBX
FAFCX vs. FIKBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Financial Services Fund Class C (FAFCX) and Fidelity Advisor Financial Services Fund Class Z (FIKBX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FAFCX | FIKBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.34 | -0.06 |
Sortino ratioReturn per unit of downside risk | 0.52 | 0.60 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.09 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.48 | 0.57 | -0.09 |
Martin ratioReturn relative to average drawdown | 1.46 | 1.76 | -0.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FAFCX | FIKBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.34 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.51 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.47 | -0.21 |
Correlation
The correlation between FAFCX and FIKBX is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FAFCX vs. FIKBX - Dividend Comparison
FAFCX's dividend yield for the trailing twelve months is around 7.21%, less than FIKBX's 7.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAFCX Fidelity Advisor Financial Services Fund Class C | 7.21% | 6.67% | 9.04% | 1.58% | 5.50% | 3.78% | 1.85% | 0.45% | 3.33% | 0.00% | 0.01% | 0.28% |
FIKBX Fidelity Advisor Financial Services Fund Class Z | 7.67% | 7.11% | 5.04% | 2.48% | 6.20% | 4.43% | 2.78% | 1.59% | 4.47% | 0.00% | 0.00% | 0.00% |
Drawdowns
FAFCX vs. FIKBX - Drawdown Comparison
The maximum FAFCX drawdown since its inception was -76.00%, which is greater than FIKBX's maximum drawdown of -45.95%. Use the drawdown chart below to compare losses from any high point for FAFCX and FIKBX.
Loading graphics...
Drawdown Indicators
| FAFCX | FIKBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.00% | -45.95% | -30.05% |
Max Drawdown (1Y)Largest decline over 1 year | -14.43% | -14.41% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -25.75% | -24.82% | -0.93% |
Max Drawdown (10Y)Largest decline over 10 years | -46.01% | — | — |
Current DrawdownCurrent decline from peak | -10.30% | -10.05% | -0.25% |
Average DrawdownAverage peak-to-trough decline | -18.88% | -8.17% | -10.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.73% | 4.65% | +0.08% |
Volatility
FAFCX vs. FIKBX - Volatility Comparison
Fidelity Advisor Financial Services Fund Class C (FAFCX) and Fidelity Advisor Financial Services Fund Class Z (FIKBX) have volatilities of 5.12% and 5.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FAFCX | FIKBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.12% | 5.10% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 12.67% | 12.65% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.23% | 21.23% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.07% | 20.81% | +0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.80% | 26.15% | -2.35% |