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DFFCX vs SFPIX
DFFCX vs SFPIX Comparison
Open Charts DFFCX vs SFPIX
Saratoga Financial Services I
Price$11.16
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets1.28M
DFFCX vs SFPIX Comparison Chart
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DFFCX vs. SFPIX commentary
Apr 16, 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 DFFCX is a Hold and SFPIX is a Buy.
FUNDAMENTALS
Fundamentals
DFFCX has more cash in the bank: 939M vs. SFPIX (1.28M). DFFCX pays higher dividends than SFPIX: DFFCX (0.80) vs SFPIX (0.00). DFFCX was incepted earlier than SFPIX: DFFCX (28 years) vs SFPIX (22 years). SFPIX (3.88) is less costly to investors than DFFCX (1.74). SFPIX is a more actively managed with annual turnover of: 32.00 vs. DFFCX (2.00). SFPIX has a lower initial minimum investment than DFFCX: SFPIX (250) vs DFFCX (1000). DFFCX annual gain was more profitable for investors over the last year : 14.99 vs. SFPIX (8.60). DFFCX return over 5 years is better than : 89.39 vs. SFPIX (68.08).
| DFFCX | SFPIX | DFFCX / SFPIX | |
| Total Expense Ratio | 1.74 | 3.88 | 45% |
| Annual Report Gross Expense Ratio | 1.74 | 3.88 | 45% |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | -3.373 | -5.927 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 939M | 1.28M | 73,245% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 14.99 | 8.60 | 174% |
| Returns for 3 years | 17.77 | 4.32 | 411% |
| Returns for 5 years | 89.39 | 68.08 | 131% |
| Returns for 10 years | 46.40 | 23.72 | 196% |
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