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SFPIX vs VFAIX
SFPIX vs VFAIX Comparison
Open Charts SFPIX vs VFAIX
Saratoga Financial Services I
Price$11.39
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets1.39M
Vanguard Financials Index Admiral
Price$57.60
Change+$0.16 (+0.28%)
VolumeN/A
Net Assets13.77B
SFPIX vs VFAIX Comparison Chart
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SFPIX vs. VFAIX commentary
Mar 13, 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 Hold and VFAIX is a Hold.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 13.8B vs. SFPIX (1.39M). VFAIX pays higher dividends than SFPIX: VFAIX (1.64) vs SFPIX (0.00). SFPIX was incepted earlier than VFAIX: SFPIX (22 years) vs VFAIX (21 years). SFPIX (3.88) is less costly to investors than VFAIX (0.09). SFPIX is a more actively managed with annual turnover of: 32.00 vs. VFAIX (5.00). SFPIX has a lower initial minimum investment than VFAIX: SFPIX (250) vs VFAIX (100000). VFAIX annual gain was more profitable for investors over the last year : 16.69 vs. SFPIX (9.06). VFAIX return over 5 years is better than : 131.39 vs. SFPIX (77.76).
| SFPIX | VFAIX | SFPIX / VFAIX | |
| Total Expense Ratio | 3.88 | 0.09 | 4,311% |
| Annual Report Gross Expense Ratio | 3.88 | 0.09 | 4,311% |
| Fund Existence | 22 years | 21 years | - |
| Gain YTD | -3.218 | -2.231 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39M | 13.8B | 0% |
| Annual Yield % from dividends | 0.00 | 1.64 | - |
| Returns for 1 year | 9.06 | 16.69 | 54% |
| Returns for 3 years | 8.75 | 29.68 | 29% |
| Returns for 5 years | 77.76 | 131.39 | 59% |
| Returns for 10 years | 27.00 | 137.05 | 20% |
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