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DVFYX vs FSRBX
DVFYX vs FSRBX Comparison
Open Charts DVFYX vs FSRBX
DVFYX vs FSRBX Comparison Chart
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DVFYX vs. FSRBX commentary
Apr 03, 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 FSRBX is a Buy.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.01B vs. FSRBX (443M). FSRBX pays higher dividends than DVFYX: FSRBX (2.43) vs DVFYX (1.69). DVFYX was incepted earlier than FSRBX: DVFYX (28 years) vs FSRBX (39 years). DVFYX (0.73) and FSRBX (0.72) have similar cost to investors . FSRBX is a more actively managed with annual turnover of: 48.00 vs. DVFYX (2.00). FSRBX has a lower initial minimum investment than DVFYX: FSRBX (0) vs DVFYX (5000000). DVFYX annual gain was more profitable for investors over the last year : 19.56 vs. FSRBX (17.00). DVFYX (134.33) and FSRBX (131.80) have equivalent 5 years return.
| DVFYX | FSRBX | DVFYX / FSRBX | |
| Total Expense Ratio | 0.73 | 0.72 | 101% |
| Annual Report Gross Expense Ratio | 0.73 | 0.72 | 101% |
| Fund Existence | 28 years | 39 years | - |
| Gain YTD | 3.441 | -5.516 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 443M | 229% |
| Annual Yield % from dividends | 1.69 | 2.43 | 69% |
| Returns for 1 year | 19.56 | 17.00 | 115% |
| Returns for 3 years | 29.16 | 10.82 | 269% |
| Returns for 5 years | 134.33 | 131.80 | 102% |
| Returns for 10 years | 88.85 | 26.28 | 338% |
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