DVFYX
Price
$68.64
Change
+$0.47 (+0.69%)
Updated
Oct 17 closing price
FIDSX
Price
$15.32
Change
+$0.11 (+0.72%)
Updated
Oct 17 closing price
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DVFYX vs FIDSX

Header iconDVFYX vs FIDSX Comparison
Open Charts DVFYX vs FIDSXBanner chart's image
Davis Financial Y
Price$68.64
Change+$0.47 (+0.69%)
VolumeN/A
CapitalizationN/A
Fidelity Select Financials Port
Price$15.32
Change+$0.11 (+0.72%)
VolumeN/A
CapitalizationN/A
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DVFYX vs FIDSX Comparison Chart
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VS
DVFYX vs. FIDSX commentary
Oct 18, 2024

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 DVFYX is a StrongBuy and FIDSX is a StrongBuy.

FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 994M vs. FIDSX (790M). DVFYX (1.88) and FIDSX (1.86) have matching dividends . DVFYX was incepted earlier than FIDSX: DVFYX (28 years) vs FIDSX (43 years). FIDSX has a lower initial minimum investment than DVFYX: FIDSX (0) vs DVFYX (5000000). FIDSX annual gain was more profitable for investors over the last year : 48.93 vs. DVFYX (39.57). FIDSX return over 5 years is better than : 58.41 vs. DVFYX (48.24).
DVFYXFIDSXDVFYX / FIDSX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years43 years-
Gain YTD27.63528.11498%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets994M790M126%
Annual Yield % from dividends1.881.86101%
Returns for 1 year39.5748.9381%
Returns for 3 years16.9817.4697%
Returns for 5 years48.2458.4183%
Returns for 10 years83.57101.5582%
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