DVFYX
Price
$69.90
Change
+$0.56 (+0.81%)
Updated
May 8 closing price
Net Assets
1.01B
FSLBX
Price
$174.20
Change
+$2.98 (+1.74%)
Updated
May 8 closing price
Net Assets
1.22B
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DVFYX vs FSLBX

Header iconDVFYX vs FSLBX Comparison
Open Charts DVFYX vs FSLBXBanner chart's image
Davis Financial Y
Price$69.90
Change+$0.56 (+0.81%)
VolumeN/A
Net Assets1.01B
Fidelity Select Brokerage & Inv Mgmt
Price$174.20
Change+$2.98 (+1.74%)
VolumeN/A
Net Assets1.22B
DVFYX vs FSLBX Comparison Chart
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DVFYX vs. FSLBX commentary
May 09, 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 Buy and FSLBX is a Buy.

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FUNDAMENTALS
Fundamentals
FSLBX has more cash in the bank: 1.22B vs. DVFYX (1.01B). DVFYX pays higher dividends than FSLBX: DVFYX (1.72) vs FSLBX (0.76). DVFYX was incepted earlier than FSLBX: DVFYX (28 years) vs FSLBX (40 years). DVFYX (0.73) is less costly to investors than FSLBX (0.69). FSLBX is a more actively managed with annual turnover of: 16.00 vs. DVFYX (2.00). FSLBX has a lower initial minimum investment than DVFYX: FSLBX (0) vs DVFYX (5000000). FSLBX (19.98) and DVFYX (19.66) have marching annual gain over last year. FSLBX return over 5 years is better than : 149.08 vs. DVFYX (117.12).
DVFYXFSLBXDVFYX / FSLBX
Total Expense Ratio0.730.69106%
Annual Report Gross Expense Ratio0.730.69106%
Fund Existence28 years40 years-
Gain YTD5.034-5.715-88%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B1.22B83%
Annual Yield % from dividends1.720.76227%
Returns for 1 year19.6619.9898%
Returns for 3 years46.8077.1261%
Returns for 5 years117.12149.0879%
Returns for 10 years86.20137.7863%
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