Davis Financial Fund (RPFGX) Alternatives
Davis Financial Fund (RPFGX) 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 RPFGX. 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 RPFGX
RPFGX charges 0.94% annually. Among mutual funds in the Financials Equities category, these options have the lowest expense ratios among RPFGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.10% | Feb 4, 2004 | RPFGX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | Oct 2, 2018 | RPFGX vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | Dec 10, 1981 | RPFGX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | Jun 30, 1986 | RPFGX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | Jul 29, 1985 | RPFGX vs FSLBX |
Best Risk-Adjusted Alternatives to RPFGX
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 | RPFGX vs GAFSX | |
| Gabelli Global Financial Services Fund | 78 | Oct 1, 2018 | RPFGX vs GFSIX | |
| RMB Mendon Financial Services Fund | 44 | Jun 7, 1999 | RPFGX vs RMBKX | |
| Rydex Banking Fund | 36 | Apr 1, 1998 | RPFGX vs RYKIX | |
| Hennessy Small Cap Financial Fund | 35 | Jan 3, 1997 | RPFGX vs HSFNX |
Top Performing RPFGX Alternatives (YTD)
RPFGX 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 | RPFGX vs BTO | |
| Saratoga Financial Service Fund | 0.00% | Aug 1, 2000 | RPFGX vs SFPAX | |
| RMB Mendon Financial Services Fund | -0.36% | Jun 7, 1999 | RPFGX vs RMBKX | |
| Hennessy Small Cap Financial Fund | -0.51% | Jan 3, 1997 | RPFGX vs HSFNX | |
| John Hancock Regional Bank Fund | -1.16% | Jan 3, 1992 | RPFGX vs FRBAX |
Lowest Volatility Alternatives to RPFGX
RPFGX 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 | RPFGX vs FLC | |
| Gabelli Global Financial Services Fund | 15.18% | Oct 1, 2018 | RPFGX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 15.21% | Oct 1, 2018 | RPFGX vs GAFSX | |
| Saratoga Financial Service Fund | 17.62% | Aug 1, 2000 | RPFGX vs SFPAX | |
| 1919 Financial Services Fund | 18.16% | Nov 16, 1998 | RPFGX vs SBFAX |
Lowest Drawdown Alternatives to RPFGX
RPFGX 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 | RPFGX vs FLC | |
| Fidelity Select Insurance Portfolio | -11.69% | Dec 16, 1985 | RPFGX vs FSPCX | |
| Gabelli Global Financial Services Fund | -11.92% | Oct 1, 2018 | RPFGX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -11.92% | Oct 1, 2018 | RPFGX vs GAFSX | |
| 1919 Financial Services Fund | -11.95% | Nov 16, 1998 | RPFGX 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 | RPFGX vs NASDX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 68 | -3.56% | Sep 6, 1994 | RPFGX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 46 | -6.78% | Sep 6, 1994 | RPFGX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 46 | -7.06% | Jul 30, 1993 | RPFGX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 16 | -6.71% | Sep 28, 2021 | RPFGX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | -4.27% | May 30, 2011 | RPFGX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 70 | -2.99% | Dec 30, 1991 | RPFGX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 8 | 6.59% | Jul 30, 2010 | RPFGX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | -7.23% | Aug 30, 2005 | RPFGX vs BDJ | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 3.57% | Dec 20, 2012 | RPFGX vs BDMIX |
Often Compared With RPFGX
What investors most often compare with RPFGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Contrafund K6 | Large Cap Growth Equities | 43 | -8.98% | May 25, 2017 | RPFGX vs FLCNX | |
| Davis Appreciation & Income Fund | Diversified Portfolio | 75 | -1.07% | Apr 30, 1992 | RPFGX vs RPFCX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | RPFGX vs VOO | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | RPFGX vs QQQ | |
| Fidelity Freedom 2035 Fund | Target Retirement Date | 74 | -2.36% | Nov 6, 2003 | RPFGX vs FFTHX | |
| Invesco S&P 500 Momentum ETF | S&P 500 | 66 | -5.78% | Oct 9, 2015 | RPFGX vs SPMO | |
| Fidelity Mega Cap Stock Fund | Large Cap Blend Equities | 77 | -5.09% | Dec 28, 1998 | RPFGX vs FGRTX | |
| Rydex Financial Services Fund | Financials Equities | 5 | -10.06% | Apr 2, 1998 | RPFGX vs RYFIX |
Compare RPFGX with Any Fund or Stock
Compare RPFGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.