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 a closer substitute for your current allocation.
Cheapest Alternatives to PRISX
PRISX charges 0.88% annually. There are 8 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 | PRISX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | PRISX vs FIKBX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | PRISX vs FSRBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | PRISX vs FIDSX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | — | Jul 1985 | PRISX vs FSLBX |
Best Risk-Adjusted Alternatives to PRISX
PRISX has a PortfoliosLab risk / return rank of 13. There are 11 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 73.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund | 73 | — | Oct 2018 | PRISX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 71 | — | Oct 2018 | PRISX vs GAFSX | |
| RMB Mendon Financial Services Fund | 59 | — | Jun 1999 | PRISX vs RMBKX | |
| Hennessy Small Cap Financial Fund | 38 | — | Jan 1997 | PRISX vs HSFNX | |
| Rydex Banking Fund | 36 | — | Apr 1998 | PRISX vs RYKIX |
Top Performing PRISX Alternatives (YTD)
PRISX is at 2.05% YTD. There are 15 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 | PRISX vs RMBKX | |
| John Hancock Regional Bank Fund | 12.63% | — | Jan 1992 | PRISX vs FRBAX | |
| John Hancock Financial Opportunities Fund | 12.49% | — | Aug 1994 | PRISX vs BTO | |
| Hennessy Small Cap Financial Fund | 11.31% | — | Jan 1997 | PRISX vs HSFNX | |
| Fidelity Select Banking Portfolio | 10.54% | — | Jun 1986 | PRISX vs FSRBX |
Lowest Volatility Alternatives to PRISX
PRISX has 15.94% 1-year volatility. There are 10 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 | PRISX vs FLC | |
| Saratoga Financial Service Fund | 9.55% | — | Aug 2000 | PRISX vs SFPAX | |
| Gabelli Global Financial Services Fund | 12.78% | — | Oct 2018 | PRISX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.82% | — | Oct 2018 | PRISX vs GAFSX | |
| ICON Consumer Select Fund | 14.09% | — | Jul 1997 | PRISX vs ICFSX |
Lowest Drawdown Alternatives to PRISX
PRISX has a 1-year max drawdown of -13.92%. There are 16 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 | PRISX vs SFPAX | |
| Flaherty & Crumrine Total Return Fund Inc | -8.34% | — | Aug 2003 | PRISX vs FLC | |
| Gabelli Global Financial Services Fund | -9.42% | — | Oct 2018 | PRISX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -9.47% | — | Oct 2018 | PRISX vs GAFSX | |
| RMB Mendon Financial Services Fund | -9.48% | — | Jun 1999 | PRISX vs RMBKX |
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 | 30 | 11.26% | — | Sep 2021 | PRISX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 9.77% | — | Jul 1993 | PRISX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 13.03% | — | Dec 2012 | PRISX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.39% | — | May 2011 | PRISX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.90% | — | Dec 1991 | PRISX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 28 | 1.80% | — | Aug 2005 | PRISX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 11.89% | — | Jul 2010 | PRISX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 69 | 43.67% | — | Apr 2000 | PRISX vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 77 | 14.17% | — | Sep 1999 | PRISX vs FAMRX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.45% | — | Oct 2007 | PRISX vs FFANX |
Often Compared With PRISX
Investors most often compare PRISX with PRMTX, PRNEX, PRSCX. These 20 comparison targets span 10 categories, 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.
Pair PRISX with funds that move differently
T. Rowe Price Financial Services Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PRISX.
Explore PRISX Diversifiers