T. Rowe Price Financial Services Fund (PRISX) Alternatives
T. Rowe Price Financial Services Fund (PRISX) 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 PRISX. 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 PRISX
PRISX charges 0.88% annually. Among mutual funds in the Financials Equities category, these options have the lowest expense ratios among PRISX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.10% | Feb 4, 2004 | PRISX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | Oct 2, 2018 | PRISX vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | Dec 10, 1981 | PRISX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | Jun 30, 1986 | PRISX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | Jul 29, 1985 | PRISX vs FSLBX |
Best Risk-Adjusted Alternatives to PRISX
Among mutual funds in the Financials Equities 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 | |
|---|---|---|---|---|
| Gabelli Global Financial Services Fund Class AAA | 79 | Oct 1, 2018 | PRISX vs GAFSX | |
| Gabelli Global Financial Services Fund | 78 | Oct 1, 2018 | PRISX vs GFSIX | |
| RMB Mendon Financial Services Fund | 44 | Jun 7, 1999 | PRISX vs RMBKX | |
| Rydex Banking Fund | 36 | Apr 1, 1998 | PRISX vs RYKIX | |
| Hennessy Small Cap Financial Fund | 35 | Jan 3, 1997 | PRISX vs HSFNX |
Top Performing PRISX Alternatives (YTD)
PRISX alternatives from the Financials Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| John Hancock Financial Opportunities Fund | 4.20% | Aug 18, 1994 | PRISX vs BTO | |
| Saratoga Financial Service Fund | 0.00% | Aug 1, 2000 | PRISX vs SFPAX | |
| RMB Mendon Financial Services Fund | -0.36% | Jun 7, 1999 | PRISX vs RMBKX | |
| Hennessy Small Cap Financial Fund | -0.51% | Jan 3, 1997 | PRISX vs HSFNX | |
| John Hancock Regional Bank Fund | -1.16% | Jan 3, 1992 | PRISX vs FRBAX |
Lowest Volatility Alternatives to PRISX
PRISX alternatives from the Financials Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 11.34% | Aug 29, 2003 | PRISX vs FLC | |
| Gabelli Global Financial Services Fund | 15.18% | Oct 1, 2018 | PRISX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 15.21% | Oct 1, 2018 | PRISX vs GAFSX | |
| Saratoga Financial Service Fund | 17.62% | Aug 1, 2000 | PRISX vs SFPAX | |
| 1919 Financial Services Fund | 18.16% | Nov 16, 1998 | PRISX vs SBFAX |
Lowest Drawdown Alternatives to PRISX
PRISX alternatives from the Financials Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | -8.69% | Aug 29, 2003 | PRISX vs FLC | |
| Fidelity Select Insurance Portfolio | -11.69% | Dec 16, 1985 | PRISX vs FSPCX | |
| Gabelli Global Financial Services Fund | -11.92% | Oct 1, 2018 | PRISX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -11.92% | Oct 1, 2018 | PRISX vs GAFSX | |
| 1919 Financial Services Fund | -11.95% | Nov 16, 1998 | PRISX vs SBFAX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 51 | -9.12% | Jan 18, 2000 | PRISX vs NASDX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 68 | -3.56% | Sep 6, 1994 | PRISX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 46 | -6.78% | Sep 6, 1994 | PRISX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 46 | -7.06% | Jul 30, 1993 | PRISX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 16 | -6.71% | Sep 28, 2021 | PRISX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | -4.27% | May 30, 2011 | PRISX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 70 | -2.99% | Dec 30, 1991 | PRISX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 8 | 6.59% | Jul 30, 2010 | PRISX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | -7.23% | Aug 30, 2005 | PRISX vs BDJ | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 3.57% | Dec 20, 2012 | PRISX vs BDMIX |
Often Compared With PRISX
What investors most often compare with PRISX, based on PortfoliosLab usage data.
Compare PRISX with Any Fund or Stock
Compare PRISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.