Saratoga Financial Service Fund (SFPAX) Alternatives
Saratoga Financial Service Fund (SFPAX) 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 SFPAX. 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 SFPAX
SFPAX charges 3.81% annually. Among mutual funds in the Financials Equities category, these options have the lowest expense ratios among SFPAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.10% | Feb 4, 2004 | SFPAX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | Oct 2, 2018 | SFPAX vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | Dec 10, 1981 | SFPAX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | Jun 30, 1986 | SFPAX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | Jul 29, 1985 | SFPAX vs FSLBX |
Best Risk-Adjusted Alternatives to SFPAX
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 | SFPAX vs GAFSX | |
| Gabelli Global Financial Services Fund | 78 | Oct 1, 2018 | SFPAX vs GFSIX | |
| RMB Mendon Financial Services Fund | 44 | Jun 7, 1999 | SFPAX vs RMBKX | |
| Rydex Banking Fund | 36 | Apr 1, 1998 | SFPAX vs RYKIX | |
| Hennessy Small Cap Financial Fund | 35 | Jan 3, 1997 | SFPAX vs HSFNX |
Top Performing SFPAX Alternatives (YTD)
SFPAX 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 | SFPAX vs BTO | |
| RMB Mendon Financial Services Fund | -0.36% | Jun 7, 1999 | SFPAX vs RMBKX | |
| Hennessy Small Cap Financial Fund | -0.51% | Jan 3, 1997 | SFPAX vs HSFNX | |
| John Hancock Regional Bank Fund | -1.16% | Jan 3, 1992 | SFPAX vs FRBAX | |
| Flaherty & Crumrine Total Return Fund Inc | -3.43% | Aug 29, 2003 | SFPAX vs FLC |
Lowest Volatility Alternatives to SFPAX
SFPAX 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 | SFPAX vs FLC | |
| Gabelli Global Financial Services Fund | 15.18% | Oct 1, 2018 | SFPAX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 15.21% | Oct 1, 2018 | SFPAX vs GAFSX | |
| 1919 Financial Services Fund | 18.16% | Nov 16, 1998 | SFPAX vs SBFAX | |
| Rydex Financial Services Fund | 18.93% | Apr 2, 1998 | SFPAX vs RYFIX |
Lowest Drawdown Alternatives to SFPAX
SFPAX 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 | SFPAX vs FLC | |
| Fidelity Select Insurance Portfolio | -11.69% | Dec 16, 1985 | SFPAX vs FSPCX | |
| Gabelli Global Financial Services Fund | -11.92% | Oct 1, 2018 | SFPAX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -11.92% | Oct 1, 2018 | SFPAX vs GAFSX | |
| 1919 Financial Services Fund | -11.95% | Nov 16, 1998 | SFPAX 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 | SFPAX vs NASDX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 68 | -3.56% | Sep 6, 1994 | SFPAX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 46 | -6.78% | Sep 6, 1994 | SFPAX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 46 | -7.06% | Jul 30, 1993 | SFPAX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 16 | -6.71% | Sep 28, 2021 | SFPAX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | -4.27% | May 30, 2011 | SFPAX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 70 | -2.99% | Dec 30, 1991 | SFPAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 8 | 6.59% | Jul 30, 2010 | SFPAX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | -7.23% | Aug 30, 2005 | SFPAX vs BDJ | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 3.57% | Dec 20, 2012 | SFPAX vs BDMIX |
Often Compared With SFPAX
What investors most often compare with SFPAX, 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 | SFPAX vs ICFSX | |
| Davis Financial Fund | Financials Equities | 24 | -11.14% | May 1, 1991 | SFPAX vs RPFGX | |
| Fidelity Advisor Financial Services Fund Class I | Financials Equities | 11 | -9.38% | Sep 3, 1996 | SFPAX vs FFSIX | |
| John Hancock Financial Industries Fund | Financials Equities | 7 | -9.90% | Mar 14, 1996 | SFPAX vs FIDAX | |
| Fidelity Advisor Financial Services Fund Class A | Financials Equities | 10 | -9.46% | Sep 3, 1996 | SFPAX vs FAFDX | |
| Fidelity Select Fintech Portfolio | Financials Equities | 1 | -26.09% | Dec 16, 1985 | SFPAX vs FSVLX | |
| Emerald Finance and Banking Innovation Fund | Financials Equities | 6 | -12.92% | Feb 18, 1997 | SFPAX vs HSSAX | |
| Fidelity Advisor Financial Services Fund Class C | Financials Equities | 9 | -9.61% | Nov 3, 1997 | SFPAX vs FAFCX | |
| T. Rowe Price Financial Services Fund | Financials Equities | 26 | -10.22% | Sep 30, 1996 | SFPAX vs PRISX |
Compare SFPAX with Any Fund or Stock
Compare SFPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.