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 a closer substitute for your current allocation.
Cheapest Alternatives to SBFAX
SBFAX charges 1.36% annually. There are 19 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 | SBFAX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | SBFAX vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | SBFAX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | SBFAX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | — | Jul 1985 | SBFAX vs FSLBX |
Best Risk-Adjusted Alternatives to SBFAX
SBFAX has a PortfoliosLab risk / return rank of 7. There are 25 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 80.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund | 80 | — | Oct 2018 | SBFAX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 77 | — | Oct 2018 | SBFAX vs GAFSX | |
| RMB Mendon Financial Services Fund | 69 | — | Jun 1999 | SBFAX vs RMBKX | |
| Rydex Banking Fund | 41 | — | Apr 1998 | SBFAX vs RYKIX | |
| Hennessy Small Cap Financial Fund | 36 | — | Jan 1997 | SBFAX vs HSFNX |
Top Performing SBFAX Alternatives (YTD)
SBFAX is at 4.73% YTD. There are 21 mutual funds in the Financials Equities category with higher YTD returns, going as high as 20.32%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Financial Opportunities Fund | 20.32% | — | Aug 1994 | SBFAX vs BTO | |
| RMB Mendon Financial Services Fund | 18.97% | — | Jun 1999 | SBFAX vs RMBKX | |
| John Hancock Regional Bank Fund | 18.75% | — | Jan 1992 | SBFAX vs FRBAX | |
| Fidelity Select Banking Portfolio | 16.71% | — | Jun 1986 | SBFAX vs FSRBX | |
| Hennessy Small Cap Financial Fund | 15.61% | — | Jan 1997 | SBFAX vs HSFNX |
Lowest Volatility Alternatives to SBFAX
SBFAX has 14.59% 1-year volatility. There are 6 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 | SBFAX vs FLC | |
| Saratoga Financial Service Fund | 9.20% | — | Aug 2000 | SBFAX vs SFPAX | |
| Gabelli Global Financial Services Fund | 12.62% | — | Oct 2018 | SBFAX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.67% | — | Oct 2018 | SBFAX vs GAFSX | |
| ICON Consumer Select Fund | 14.22% | — | Jul 1997 | SBFAX vs ICFSX |
Lowest Drawdown Alternatives to SBFAX
SBFAX has a 1-year max drawdown of -11.03%. There are 6 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 | SBFAX vs SFPAX | |
| Flaherty & Crumrine Total Return Fund Inc | -8.34% | — | Aug 2003 | SBFAX vs FLC | |
| Gabelli Global Financial Services Fund | -9.42% | — | Oct 2018 | SBFAX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -9.47% | — | Oct 2018 | SBFAX vs GAFSX | |
| RMB Mendon Financial Services Fund | -9.48% | — | Jun 1999 | SBFAX 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 | 40 | 14.87% | — | Sep 2021 | SBFAX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 68 | 11.30% | — | Jul 1993 | SBFAX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.80% | — | Dec 2012 | SBFAX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 68 | 12.25% | — | May 2011 | SBFAX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.70% | — | Dec 1991 | SBFAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 55 | 9.82% | — | Jul 2010 | SBFAX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 43 | 6.43% | — | Aug 2005 | SBFAX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 41 | 31.15% | — | Apr 2000 | SBFAX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 80 | 7.36% | — | Oct 2007 | SBFAX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 76 | 13.91% | — | Sep 1999 | SBFAX vs FAMRX |
Often Compared With SBFAX
Investors most often compare SBFAX with RYFIX, HSSAX, RPFGX. These 15 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare SBFAX with Any Fund or Stock
Compare SBFAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SBFAX with funds that move differently
1919 Financial Services Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SBFAX.
Explore SBFAX Diversifiers