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SFPIX vs FSPCX

Both FSPCX and SFPIX are mutual funds. FSPCX has a higher 5-year return than SFPIX (12.47% vs 11.28%). FSPCX has a lower expense ratio than SFPIX (0.81% vs 3%). Below is the comparison between FSPCX and SFPIX.

FSPCX SFPIX
Security Type ETF ETF
Segment Specialty: Financial Specialty: Financial
Family Fidelity Investments Saratoga
Net Assets $193.10M $1.40M
Expense Ratio 0.81% 3.00%
Management Style active active
Dividend Yield 1.47% 0.00%
Minimum Investment $2,500.00 $3,000.00
YTD Return 12.61% 20.09%
1-Year Return 11.54% 14.71%
3-Year Return 10.51% 5.26%
5-Year Return 12.47% 11.28%
10-Year Return 12.07% 7.14%

FSPCX description

The Fund seeks capital appreciation. The Fund invests at least 80% of the assets in the securities of companies principally engaged in underwriting, reinsuring, selling, distributing, or placing of property and casualty, life, or health insurance, while using fundamental analysis of factors in selecting investments.

FSPCX performance & returns

YTD Return 12.61%
1-Month Return 3.26%
3-Month Return 11.54%
1-Year Return 11.54%
3-Year Return 10.51%
5-Year Return 12.47%
10-Year Return 12.07%
FSPCX expense ratio is 0.81%.

FSPCX holdings

Top 10 Holdings (60.95% of Total Assets)

Name Symbol % Assets
The Travelers Companies Inc TRV 9.72%
Chubb Ltd CB 8.87%
Marsh & McLennan Companies Inc MMC 8.42%
American International Group Inc AIG 5.49%
Allstate Corp ALL 5.17%
Aon PLC AON 4.91%
Progressive Corp PGR 4.81%
Willis Towers Watson PLC WLTW.L 4.62%
MetLife Inc MET 4.48%
Arthur J. Gallagher & Co AJG 4.46%

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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%

Other relevant SFPIX comparisons

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