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SFPIX vs VFAIX
Both SFPIX and VFAIX are mutual funds. SFPIX has a lower 5-year return than VFAIX (11.28% vs 16.35%). SFPIX has a higher expense ratio than VFAIX (3% vs 0.1%). Below is the comparison between SFPIX and VFAIX.
| SFPIX | VFAIX | |
|---|---|---|
| Security Type | ETF | ETF |
| Segment | Specialty: Financial | Specialty: Financial |
| Family | Saratoga | Vanguard |
| Net Assets | $1.40M | $684.70M |
| Expense Ratio | 3.00% | 0.10% |
| Management Style | active | passive (index-based) |
| Dividend Yield | 0.00% | 1.93% |
| Minimum Investment | $3,000.00 | $100,000.00 |
| YTD Return | 20.09% | 20.00% |
| 1-Year Return | 14.71% | 14.48% |
| 3-Year Return | 5.26% | 10.79% |
| 5-Year Return | 11.28% | 16.35% |
| 10-Year Return | 7.14% | 12.17% |
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.
VFAIX description
The Fund seeks to track the performance of a benchmark index that measures the investment return of financial stocks; specifically the MSCI U.S. Investable Market Financials Index. This is an index of stocks of large-, mid-, and small-size U.S. companies within the financials sector.
VFAIX performance & returns
| YTD Return | 20.00% |
| 1-Month Return | 3.99% |
| 3-Month Return | 14.48% |
| 1-Year Return | 14.48% |
| 3-Year Return | 10.79% |
| 5-Year Return | 16.35% |
| 10-Year Return | 12.17% |
VFAIX expense ratio is 0.1%.
VFAIX holdings
Top 10 Holdings (41.24% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Berkshire Hathaway Inc Class B | BRK.B | 9.21% |
| JPMorgan Chase & Co | JPM | 9.13% |
| Bank of America Corp | BAC | 5.85% |
| Wells Fargo & Co | WFC | 2.85% |
| Citigroup Inc | C | 2.79% |
| S&P Global Inc | SPGI | 2.70% |
| BlackRock Inc | BLK | 2.67% |
| American Express Co | AXP | 2.13% |
| Goldman Sachs Group Inc | GS | 2.04% |
| CME Group Inc Class A | CME | 1.87% |
Other relevant VFAIX comparisons
You may also want to check out the following VFAIX comparisons that investors often look for on Finny
- VFAIX vs VFIAX
- VFAIX vs PRISX
- VFAIX vs FIDSX
- VFAIX vs FSRBX
- VFAIX vs FSLBX
- VFAIX vs RPFGX
- VFAIX vs TFSIX
- VFAIX vs FSPCX
- VFAIX vs FSVLX
- VFAIX vs TEFAX
- VFAIX vs FFSIX
Or use Finny Compare Wizard to create a comparison you’d like to see.
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