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SFPIX vs TEFAX

Both SFPIX and TEFAX are mutual funds. SFPIX has a higher 5-year return than TEFAX (11.28% vs 8.69%). SFPIX has a higher expense ratio than TEFAX (3% vs 1.14%). Below is the comparison between SFPIX and TEFAX.

SFPIX TEFAX
Security Type ETF ETF
Segment Specialty: Financial Specialty: Financial
Family Saratoga Franklin Templeton Investments
Net Assets $1.40M $121.30M
Expense Ratio 3.00% 1.14%
Management Style active active
Dividend Yield 0.00% 1.46%
Minimum Investment $3,000.00 N/A
YTD Return 20.09% 17.04%
1-Year Return 14.71% 11.24%
3-Year Return 5.26% 3.69%
5-Year Return 11.28% 8.69%
10-Year Return 7.14% 7.88%

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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TEFAX description

The Fund seeks capital appreciation, which may occasionally be short-term. The secondary investment goal is income.

TEFAX performance & returns

YTD Return 17.04%
1-Month Return 2.17%
3-Month Return 11.24%
1-Year Return 11.24%
3-Year Return 3.69%
5-Year Return 8.69%
10-Year Return 7.88%
TEFAX expense ratio is 1.14%.

TEFAX holdings

Top 10 Holdings (41.01% of Total Assets)

Name Symbol % Assets
Credito Valtellinese SpA CVAL.MI 5.34%
Voya Financial Inc VOYA 4.87%
The Hartford Financial Services Group Inc HIG 4.33%
ASR Nederland NV ASRNL 4.33%
NN Group NV NN 4.28%
Alleghany Corp Y 4.02%
Everest Re Group Ltd RE 3.90%
Deutsche Bank AG DBK.DE 3.48%
RSA Insurance Group PLC RSA.L 3.25%
Citizens Financial Group Inc CFG 3.21%

Other relevant TEFAX comparisons

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