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 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.10% | 13.70B | Feb 2004 | PRISX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | PRISX vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | PRISX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | PRISX vs FSRBX | |
| 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 8. There are 10 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 64.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund | 64 | — | Oct 2018 | PRISX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 61 | — | Oct 2018 | PRISX vs GAFSX | |
| RMB Mendon Financial Services Fund | 42 | — | Jun 1999 | PRISX vs RMBKX | |
| Hennessy Small Cap Financial Fund | 26 | — | Jan 1997 | PRISX vs HSFNX | |
| Rydex Banking Fund | 23 | — | Apr 1998 | PRISX vs RYKIX |
Top Performing PRISX Alternatives (YTD)
PRISX is at -2.49% YTD. There are 17 mutual funds in the Financials Equities category with higher YTD returns, going as high as 8.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 8.77% | — | Jun 1999 | PRISX vs RMBKX | |
| John Hancock Regional Bank Fund | 7.78% | — | Jan 1992 | PRISX vs FRBAX | |
| Hennessy Small Cap Financial Fund | 7.11% | — | Jan 1997 | PRISX vs HSFNX | |
| Gabelli Global Financial Services Fund | 5.16% | — | Oct 2018 | PRISX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 5.11% | — | Oct 2018 | PRISX vs GAFSX |
Lowest Volatility Alternatives to PRISX
PRISX has 15.67% 1-year volatility. There are 10 mutual funds in the Financials Equities category with lower 1-year volatility, going as low as 7.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 7.24% | — | Aug 2003 | PRISX vs FLC | |
| Saratoga Financial Service Fund | 10.03% | — | Aug 2000 | PRISX vs SFPAX | |
| Gabelli Global Financial Services Fund | 12.68% | — | Oct 2018 | PRISX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.73% | — | Oct 2018 | PRISX vs GAFSX | |
| Rydex Financial Services Fund | 13.88% | — | Apr 1998 | PRISX vs RYFIX |
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 NASDX, VTMFX, VTCLX and span 9 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | PRISX vs NASDX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | PRISX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | PRISX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | PRISX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | PRISX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | PRISX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | PRISX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | PRISX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | PRISX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 22 | 0.25% | — | Aug 2005 | PRISX vs BDJ |
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