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 a closer substitute for your current allocation.
Cheapest Alternatives to SFPAX
SFPAX charges 3.81% annually. There are 28 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 | SFPAX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | SFPAX vs FIKBX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | SFPAX vs FSRBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | SFPAX vs FIDSX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | — | Jul 1985 | SFPAX vs FSLBX |
Best Risk-Adjusted Alternatives to SFPAX
SFPAX has a PortfoliosLab risk / return rank of 14. There are 7 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 60.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund | 60 | — | Oct 2018 | SFPAX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 57 | — | Oct 2018 | SFPAX vs GAFSX | |
| RMB Mendon Financial Services Fund | 33 | — | Jun 1999 | SFPAX vs RMBKX | |
| Hennessy Small Cap Financial Fund | 20 | — | Jan 1997 | SFPAX vs HSFNX | |
| Rydex Banking Fund | 19 | — | Apr 1998 | SFPAX vs RYKIX |
Top Performing SFPAX Alternatives (YTD)
SFPAX is at 0.00% YTD. There are 8 mutual funds in the Financials Equities category with higher YTD returns, going as high as 7.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 7.43% | — | Jun 1999 | SFPAX vs RMBKX | |
| John Hancock Financial Opportunities Fund | 6.75% | — | Aug 1994 | SFPAX vs BTO | |
| John Hancock Regional Bank Fund | 5.96% | — | Jan 1992 | SFPAX vs FRBAX | |
| Hennessy Small Cap Financial Fund | 5.58% | — | Jan 1997 | SFPAX vs HSFNX | |
| Gabelli Global Financial Services Fund | 4.31% | — | Oct 2018 | SFPAX vs GFSIX |
Lowest Volatility Alternatives to SFPAX
SFPAX has 10.05% 1-year volatility. There is 1 mutual fund 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 | SFPAX vs FLC | |
| Gabelli Global Financial Services Fund | 12.69% | — | Oct 2018 | SFPAX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.74% | — | Oct 2018 | SFPAX vs GAFSX | |
| Rydex Financial Services Fund | 13.91% | — | Apr 1998 | SFPAX vs RYFIX | |
| ICON Consumer Select Fund | 14.19% | — | Jul 1997 | SFPAX vs ICFSX |
Lowest Drawdown Alternatives to SFPAX
SFPAX has a 1-year max drawdown of -4.86%. No mutual funds in the Financials Equities category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -8.34%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | -8.34% | — | Aug 2003 | SFPAX vs FLC | |
| Gabelli Global Financial Services Fund | -9.42% | — | Oct 2018 | SFPAX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -9.47% | — | Oct 2018 | SFPAX vs GAFSX | |
| RMB Mendon Financial Services Fund | -9.48% | — | Jun 1999 | SFPAX vs RMBKX | |
| 1919 Financial Services Fund | -11.03% | — | Nov 1998 | SFPAX vs SBFAX |
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 | 76 | 20.81% | — | Jan 2000 | SFPAX vs NASDX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 5.85% | 11.90B | Sep 1994 | SFPAX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.07% | 28.60B | Sep 1994 | SFPAX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 74 | 11.54% | — | Jul 1993 | SFPAX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 32 | 12.58% | — | Sep 2021 | SFPAX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.57% | — | May 2011 | SFPAX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 91 | 12.00% | — | Dec 2012 | SFPAX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 11.37% | — | Dec 1991 | SFPAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 14.60% | — | Jul 2010 | SFPAX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 21 | 0.03% | — | Aug 2005 | SFPAX vs BDJ |
Often Compared With SFPAX
Investors most often compare SFPAX with FSPCX, RPFGX, FIDAX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare SFPAX with Any Fund or Stock
Compare SFPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SFPAX with funds that move differently
Saratoga Financial Service Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SFPAX.
Explore SFPAX Diversifiers