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SFPIX vs TFIFX
SFPIX vs TFIFX Comparison
Open Charts SFPIX vs TFIFX
Saratoga Financial Services I
Price$12.77
Change+$0.12 (+0.95%)
VolumeN/A
Net Assets1.3M
T. Rowe Price Financial Services I
Price$47.54
Change+$0.48 (+1.02%)
VolumeN/A
Net Assets2.06B
SFPIX vs TFIFX Comparison Chart in %
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SFPIX vs. TFIFX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SFPIX is a StrongBuy and TFIFX is a Buy.
FUNDAMENTALS
Fundamentals
TFIFX has more cash in the bank: 2.06B vs. SFPIX (1.31M). TFIFX pays higher dividends than SFPIX: TFIFX (1.14) vs SFPIX (0.00). SFPIX was incepted earlier than TFIFX: SFPIX (23 years) vs TFIFX (9 years). SFPIX (3.88) is less costly to investors than TFIFX (0.79). TFIFX is a more actively managed with annual turnover of: 46.90 vs. SFPIX (32.00). SFPIX has a lower initial minimum investment than TFIFX: SFPIX (250) vs TFIFX (500000). TFIFX annual gain was more profitable for investors over the last year : 21.72 vs. SFPIX (20.47). TFIFX return over 5 years is better than : 131.17 vs. SFPIX (73.51).
| SFPIX | TFIFX | SFPIX / TFIFX | |
| Total Expense Ratio | 3.88 | 0.78 | 497% |
| Annual Report Gross Expense Ratio | 3.88 | 0.79 | 491% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 8.129 | 11.806 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31M | 2.06B | 0% |
| Annual Yield % from dividends | 0.00 | 1.14 | - |
| Returns for 1 year | 20.47 | 21.72 | 94% |
| Returns for 3 years | 37.90 | 67.02 | 57% |
| Returns for 5 years | 73.51 | 131.17 | 56% |
| Returns for 10 years | 39.56 | N/A | - |
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