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SFPIX vs FSRBX

Both FSRBX and SFPIX are mutual funds. FSRBX has a higher 5-year return than SFPIX (15.22% vs 11.28%). FSRBX has a lower expense ratio than SFPIX (0.77% vs 3%). Below is the comparison between FSRBX and SFPIX.

FSRBX SFPIX
Security Type ETF ETF
Segment Specialty: Financial Specialty: Financial
Family Fidelity Investments Saratoga
Net Assets $636.70M $1.40M
Expense Ratio 0.77% 3.00%
Management Style active active
Dividend Yield 1.95% 0.00%
Minimum Investment $2,500.00 $3,000.00
YTD Return 29.21% 20.09%
1-Year Return 18.81% 14.71%
3-Year Return 8.28% 5.26%
5-Year Return 15.22% 11.28%
10-Year Return 11.05% 7.14%

FSRBX description

The Fund seeks capital appreciation. The Fund normally invests at least 80% of assets in securities of companies principally engaged in banking, while using fundamental analysis of factors such as issuer's financial condition and industry position, as well as market and economic conditions, to select investment.

FSRBX performance & returns

YTD Return 29.21%
1-Month Return 3.02%
3-Month Return 18.81%
1-Year Return 18.81%
3-Year Return 8.28%
5-Year Return 15.22%
10-Year Return 11.05%
FSRBX expense ratio is 0.77%.

FSRBX holdings

Top 10 Holdings (46.95% of Total Assets)

Name Symbol % Assets
Bank of America Corp BAC 8.34%
Wells Fargo & Co WFC 6.46%
Truist Financial Corp TFC 6.42%
U.S. Bancorp USB 6.17%
Citigroup Inc C 5.60%
Huntington Bancshares Inc HBAN 2.93%
Capital One Financial Corp COF 2.91%
First Horizon National Corp FHN 2.75%
Wintrust Financial Corp WTFC 2.69%
Essent Group Ltd ESNT 2.68%

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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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