DVFYX
Price
$69.35
Change
+$0.61 (+0.89%)
Updated
Jan 17 closing price
Net Assets
1.06B
FIKBX
Price
$37.59
Change
+$0.22 (+0.59%)
Updated
Jan 17 closing price
Net Assets
635.41M
Ad is loading...

DVFYX vs FIKBX

Header iconDVFYX vs FIKBX Comparison
Open Charts DVFYX vs FIKBXBanner chart's image
Davis Financial Y
Price$69.35
Change+$0.61 (+0.89%)
VolumeN/A
Net Assets1.06B
Fidelity Advisor Financials Z
Price$37.59
Change+$0.22 (+0.59%)
VolumeN/A
Net Assets635.41M
DVFYX vs FIKBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
DVFYX vs. FIKBX commentary
Jan 19, 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 DVFYX is a Hold and FIKBX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.06B vs. FIKBX (635M). FIKBX pays higher dividends than DVFYX: FIKBX (2.23) vs DVFYX (1.88). DVFYX was incepted earlier than FIKBX: DVFYX (28 years) vs FIKBX (6 years). FIKBX has a lower initial minimum investment than DVFYX: FIKBX (0) vs DVFYX (5000000). DVFYX (36.40) and FIKBX (35.98) have marching annual gain over last year. FIKBX return over 5 years is better than : 71.01 vs. DVFYX (48.37).
DVFYXFIKBXDVFYX / FIKBX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years6 years-
Gain YTD4.2073.639116%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.06B635M167%
Annual Yield % from dividends1.882.2384%
Returns for 1 year36.4035.98101%
Returns for 3 years23.3726.8587%
Returns for 5 years48.3771.0168%
Returns for 10 years100.35N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ISBAX14.660.13
+0.89%
VY® Columbia Contrarian Core A
WBSIX36.270.26
+0.72%
William Blair Small Cap Growth I
PEQSX35.500.17
+0.48%
Putnam Large Cap Value R6
VMIDX28.950.12
+0.42%
VALIC Company I Mid Cap Index
PISDX13.580.05
+0.37%
Columbia Pyrford International Stock A