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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% |
Other relevant SFPIX comparisons
You may also want to check out the following SFPIX comparisons that investors often look for on Finny
- SFPIX vs PRISX
- SFPIX vs FIDSX
- SFPIX vs VFAIX
- SFPIX vs FSRBX
- SFPIX vs FSLBX
- SFPIX vs RPFGX
- SFPIX vs TFSIX
- SFPIX vs FSPCX
- SFPIX vs FSVLX
- SFPIX vs TEFAX
Or use Finny Compare Wizard to create a comparison you’d like to see.
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
You may also want to check out the following TEFAX comparisons that investors often look for on Finny
- TEFAX vs PRISX
- TEFAX vs FIDSX
- TEFAX vs VFAIX
- TEFAX vs FSRBX
- TEFAX vs FSLBX
- TEFAX vs RPFGX
- TEFAX vs TFSIX
- TEFAX vs FSPCX
- TEFAX vs FSVLX
- TEFAX vs FFSIX
Or use Finny Compare Wizard to create a comparison you’d like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
