DVFYX
Price
$68.64
Change
+$0.47 (+0.69%)
Updated
Oct 17 closing price
FIKBX
Price
$37.13
Change
+$0.26 (+0.71%)
Updated
Oct 17 closing price
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DVFYX vs FIKBX

Header iconDVFYX vs FIKBX Comparison
Open Charts DVFYX vs FIKBXBanner chart's image
Davis Financial Y
Price$68.64
Change+$0.47 (+0.69%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Financials Z
Price$37.13
Change+$0.26 (+0.71%)
VolumeN/A
CapitalizationN/A
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DVFYX vs FIKBX Comparison Chart
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VS
DVFYX vs. FIKBX 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 FIKBX is a StrongBuy.

FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 994M vs. FIKBX (532M). 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). FIKBX annual gain was more profitable for investors over the last year : 49.33 vs. DVFYX (39.57). FIKBX return over 5 years is better than : 80.57 vs. DVFYX (48.24).
DVFYXFIKBXDVFYX / FIKBX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years6 years-
Gain YTD27.63528.42297%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets994M532M187%
Annual Yield % from dividends1.882.2384%
Returns for 1 year39.5749.3380%
Returns for 3 years16.9823.3273%
Returns for 5 years48.2480.5760%
Returns for 10 years83.57N/A-
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