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SFPIX vs FIDSX

Both FIDSX and SFPIX are mutual funds. FIDSX has a higher 5-year return than SFPIX (16.18% vs 11.28%). FIDSX has a lower expense ratio than SFPIX (0.77% vs 3%). Below is the comparison between FIDSX and SFPIX.

FIDSX SFPIX
Security Type ETF ETF
Segment Specialty: Financial Specialty: Financial
Family Fidelity Investments Saratoga
Net Assets $706.10M $1.40M
Expense Ratio 0.77% 3.00%
Management Style active active
Dividend Yield 1.72% 0.00%
Minimum Investment $2,500.00 $3,000.00
YTD Return 21.45% 20.09%
1-Year Return 15.21% 14.71%
3-Year Return 12.15% 5.26%
5-Year Return 16.18% 11.28%
10-Year Return 10.96% 7.14%

FIDSX description

The Fund seeks capital appreciation. The Fund normally invests at least 80% of assets in securities of companies principally engaged in providing financial services to consumers and industry, while using fundamental factors such as issuer's financial condition and industry position, to select investments.

FIDSX performance & returns

YTD Return 21.45%
1-Month Return 4.23%
3-Month Return 15.21%
1-Year Return 15.21%
3-Year Return 12.15%
5-Year Return 16.18%
10-Year Return 10.96%
FIDSX expense ratio is 0.77%.

FIDSX holdings

Top 10 Holdings (41.63% of Total Assets)

Name Symbol % Assets
Bank of America Corp BAC 5.85%
Morgan Stanley MS 5.71%
Citigroup Inc C 5.63%
The Travelers Companies Inc TRV 5.26%
Wells Fargo & Co WFC 5.11%
Capital One Financial Corp COF 3.67%
U.S. Bancorp USB 2.78%
Arthur J. Gallagher & Co AJG 2.68%
Truist Financial Corp TFC 2.61%
American International Group Inc AIG 2.33%

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SFPIX description

The Fund seeks long-term growth through selective investment in companies that provides financial services to consumers and industry. These companies will be those expected to capitalize on emerging changes in the global financial services industries.

SFPIX performance & returns

YTD Return 20.09%
1-Month Return 4.26%
3-Month Return 14.71%
1-Year Return 14.71%
3-Year Return 5.26%
5-Year Return 11.28%
10-Year Return 7.14%
SFPIX expense ratio is 3%.

SFPIX holdings

Top 10 Holdings (48.29% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 12.09%
S&P Global Inc SPGI 4.78%
JPMorgan Chase & Co JPM 4.48%
Bank of America Corp BAC 4.41%
Wells Fargo & Co WFC 4.18%
BlackRock Inc BLK 4.09%
Citigroup Inc C 3.93%
U.S. Bancorp USB 3.72%
PNC Financial Services Group Inc PNC 3.33%
Allstate Corp ALL 3.28%

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