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 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.09% | 13.90B | Feb 2004 | SFPAX vs VFAIX | |
| Fidelity Select Insurance Portfolio | 0.62% | — | Dec 1985 | SFPAX vs FSPCX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | SFPAX vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | SFPAX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | SFPAX vs FSRBX |
Best Risk-Adjusted Alternatives to SFPAX
SFPAX has a PortfoliosLab risk / return rank of 3. There are 26 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund | 88 | — | Oct 2018 | SFPAX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 86 | — | Oct 2018 | SFPAX vs GAFSX | |
| RMB Mendon Financial Services Fund | 83 | — | Jun 1999 | SFPAX vs RMBKX | |
| John Hancock Regional Bank Fund | 57 | — | Jan 1992 | SFPAX vs FRBAX | |
| Hennessy Small Cap Financial Fund | 55 | — | Jan 1997 | SFPAX vs HSFNX |
Top Performing SFPAX Alternatives (YTD)
SFPAX is at 0.00% YTD. There are 25 mutual funds in the Financials Equities category with higher YTD returns, going as high as 20.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 20.12% | — | Jun 1999 | SFPAX vs RMBKX | |
| John Hancock Regional Bank Fund | 19.26% | — | Jan 1992 | SFPAX vs FRBAX | |
| John Hancock Financial Opportunities Fund | 19.05% | — | Aug 1994 | SFPAX vs BTO | |
| Fidelity Select Banking Portfolio | 15.84% | — | Jun 1986 | SFPAX vs FSRBX | |
| Hennessy Small Cap Financial Fund | 15.24% | — | Jan 1997 | SFPAX vs HSFNX |
Lowest Volatility Alternatives to SFPAX
SFPAX has 9.20% 1-year volatility. There is 1 mutual fund in the Financials Equities category with lower 1-year volatility, going as low as 7.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 7.38% | — | Aug 2003 | SFPAX vs FLC | |
| Gabelli Global Financial Services Fund | 12.56% | — | Oct 2018 | SFPAX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.61% | — | Oct 2018 | SFPAX vs GAFSX | |
| ICON Consumer Select Fund | 14.30% | — | Jul 1997 | SFPAX vs ICFSX | |
| Rydex Financial Services Fund | 14.31% | — | Apr 1998 | SFPAX vs RYFIX |
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 | |
| Fidelity Select Insurance Portfolio | -9.98% | — | Dec 1985 | SFPAX vs FSPCX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 29 | 10.45% | — | Sep 2021 | SFPAX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 63 | 9.34% | — | Jul 1993 | SFPAX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 12.04% | — | Dec 2012 | SFPAX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 70 | 11.03% | — | May 2011 | SFPAX vs LIVIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 64 | 8.08% | — | Aug 2005 | SFPAX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 22.08% | — | May 2000 | SFPAX vs BGSAX | |
| BlackRock Global Equity Market Neutral Fund Invest... | Equity Market Neutral | 97 | 11.82% | — | Dec 2012 | SFPAX vs BDMAX | |
| BlackRock Equity Dividend Fund | Large Cap Value Equities | 87 | 15.65% | — | Nov 1988 | SFPAX vs MADVX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 64 | 1.03% | — | Feb 2008 | SFPAX vs BSIIX | |
| BlackRock High Yield K | High Yield Bonds | 78 | 1.22% | — | Jan 2001 | SFPAX vs BRHYX |
Often Compared With SFPAX
Investors most often compare SFPAX with FIDAX, RPFGX, SBFAX. These 20 comparison targets span 7 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