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SFPIX vs PRISX

Both PRISX and SFPIX are mutual funds. PRISX has a higher 5-year return than SFPIX (18.65% vs 11.28%). PRISX has a lower expense ratio than SFPIX (0.86% vs 3%). Below is the comparison between PRISX and SFPIX.

PRISX SFPIX
Security Type ETF ETF
Segment Specialty: Financial Specialty: Financial
Family T. Rowe Price Saratoga
Net Assets $1.02B $1.40M
Expense Ratio 0.86% 3.00%
Management Style active active
Dividend Yield 1.24% 0.00%
Minimum Investment $2,500.00 $3,000.00
YTD Return 22.83% 20.09%
1-Year Return 15.97% 14.71%
3-Year Return 14.46% 5.26%
5-Year Return 18.65% 11.28%
10-Year Return 12.58% 7.14%

PRISX description

The Fund seeks long-term capital growth and modest income. The Fund normally invests at least 80% of its net assets in the common stocks of companies in the financial services industry. The Fund may invest in companies deriving substantial revenues from conducting business with the financial services industry.

PRISX performance & returns

YTD Return 22.83%
1-Month Return 2.80%
3-Month Return 15.97%
1-Year Return 15.97%
3-Year Return 14.46%
5-Year Return 18.65%
10-Year Return 12.58%
PRISX expense ratio is 0.86%.

PRISX holdings

Top 10 Holdings (35.03% of Total Assets)

Name Symbol % Assets
Chubb Ltd CB 6.62%
Wells Fargo & Co WFC 5.16%
Bank of America Corp BAC 4.25%
American International Group Inc AIG 3.32%
Fifth Third Bancorp FITB 3.10%
Assurant Inc AIZ 3.02%
PNC Financial Services Group Inc PNC 2.56%
Huntington Bancshares Inc HBAN 2.54%
State Street Corporation STT 2.29%
CME Group Inc Class A CME 2.17%

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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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