1919 Financial Services Fund (SBFAX) Alternatives
1919 Financial Services Fund (SBFAX) 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 SBFAX. 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 SBFAX
SBFAX charges 1.36% annually. Among mutual funds in the Financials Equities category, these options have the lowest expense ratios among SBFAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.10% | Feb 4, 2004 | SBFAX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | Oct 2, 2018 | SBFAX vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | Dec 10, 1981 | SBFAX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | Jun 30, 1986 | SBFAX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | Jul 29, 1985 | SBFAX vs FSLBX |
Best Risk-Adjusted Alternatives to SBFAX
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 | SBFAX vs GAFSX | |
| Gabelli Global Financial Services Fund | 78 | Oct 1, 2018 | SBFAX vs GFSIX | |
| RMB Mendon Financial Services Fund | 44 | Jun 7, 1999 | SBFAX vs RMBKX | |
| Rydex Banking Fund | 36 | Apr 1, 1998 | SBFAX vs RYKIX | |
| Hennessy Small Cap Financial Fund | 35 | Jan 3, 1997 | SBFAX vs HSFNX |
Top Performing SBFAX Alternatives (YTD)
SBFAX 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 | SBFAX vs BTO | |
| Saratoga Financial Service Fund | 0.00% | Aug 1, 2000 | SBFAX vs SFPAX | |
| RMB Mendon Financial Services Fund | -0.36% | Jun 7, 1999 | SBFAX vs RMBKX | |
| Hennessy Small Cap Financial Fund | -0.51% | Jan 3, 1997 | SBFAX vs HSFNX | |
| John Hancock Regional Bank Fund | -1.16% | Jan 3, 1992 | SBFAX vs FRBAX |
Lowest Volatility Alternatives to SBFAX
SBFAX 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 | SBFAX vs FLC | |
| Gabelli Global Financial Services Fund | 15.18% | Oct 1, 2018 | SBFAX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 15.21% | Oct 1, 2018 | SBFAX vs GAFSX | |
| Saratoga Financial Service Fund | 17.62% | Aug 1, 2000 | SBFAX vs SFPAX | |
| Rydex Financial Services Fund | 18.93% | Apr 2, 1998 | SBFAX vs RYFIX |
Lowest Drawdown Alternatives to SBFAX
SBFAX 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 | SBFAX vs FLC | |
| Fidelity Select Insurance Portfolio | -11.69% | Dec 16, 1985 | SBFAX vs FSPCX | |
| Gabelli Global Financial Services Fund | -11.92% | Oct 1, 2018 | SBFAX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -11.92% | Oct 1, 2018 | SBFAX vs GAFSX | |
| RMB Mendon Financial Services Fund | -12.67% | Jun 7, 1999 | SBFAX vs RMBKX |
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 | 65 | -6.04% | Jan 18, 2000 | SBFAX vs NASDX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 75 | -2.15% | Sep 6, 1994 | SBFAX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 59 | -4.05% | Sep 6, 1994 | SBFAX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 58 | -4.63% | Jul 30, 1993 | SBFAX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 19 | -4.58% | Sep 28, 2021 | SBFAX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 74 | -1.33% | May 30, 2011 | SBFAX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 79 | -0.70% | Dec 30, 1991 | SBFAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 9 | 6.72% | Jul 30, 2010 | SBFAX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | -7.23% | Aug 30, 2005 | SBFAX vs BDJ | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 3.57% | Dec 20, 2012 | SBFAX vs BDMIX |
Often Compared With SBFAX
What investors most often compare with SBFAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ICON Consumer Select Fund | Financials Equities | 6 | -9.09% | Jul 1, 1997 | SBFAX vs ICFSX | |
| Davis Financial Fund | Financials Equities | 24 | -11.14% | May 1, 1991 | SBFAX vs RPFGX | |
| Fidelity Advisor Financial Services Fund Class I | Financials Equities | 11 | -9.38% | Sep 3, 1996 | SBFAX vs FFSIX | |
| Fidelity Advisor Financial Services Fund Class A | Financials Equities | 10 | -9.46% | Sep 3, 1996 | SBFAX vs FAFDX | |
| John Hancock Financial Industries Fund | Financials Equities | 7 | -9.90% | Mar 14, 1996 | SBFAX vs FIDAX | |
| Fidelity Select Fintech Portfolio | Financials Equities | 1 | -26.09% | Dec 16, 1985 | SBFAX vs FSVLX | |
| Emerald Finance and Banking Innovation Fund | Financials Equities | 6 | -12.92% | Feb 18, 1997 | SBFAX vs HSSAX | |
| Fidelity Advisor Financial Services Fund Class C | Financials Equities | 9 | -9.61% | Nov 3, 1997 | SBFAX vs FAFCX | |
| T. Rowe Price Financial Services Fund | Financials Equities | 26 | -10.22% | Sep 30, 1996 | SBFAX vs PRISX |
Compare SBFAX with Any Fund or Stock
Compare SBFAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.