DVFYX
Price
$64.25
Change
-$0.00 (-0.00%)
Updated
Sep 18 closing price
JFDRX
Price
$18.16
Change
-$0.00 (-0.00%)
Updated
Sep 18 closing price
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DVFYX vs JFDRX

Header iconDVFYX vs JFDRX Comparison
Open Charts DVFYX vs JFDRXBanner chart's image
Davis Financial Y
Price$64.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Financial Industries R6
Price$18.16
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DVFYX vs JFDRX Comparison Chart
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VS
DVFYX vs. JFDRX commentary
Sep 19, 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 Buy and JFDRX is a Buy.

FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 942M vs. JFDRX (484M). JFDRX (1.96) and DVFYX (1.88) have matching dividends . DVFYX was incepted earlier than JFDRX: DVFYX (28 years) vs JFDRX (7 years). JFDRX has a lower initial minimum investment than DVFYX: JFDRX (1000000) vs DVFYX (5000000). JFDRX (29.58) and DVFYX (28.31) have marching annual gain over last year. DVFYX return over 5 years is better than : 38.31 vs. JFDRX (0.84).
DVFYXJFDRXDVFYX / JFDRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years7 years-
Gain YTD20.29618.770108%
Front LoadN/AN/A-
Min. Initial Investment50000001000000500%
Min. Initial Investment IRAN/AN/A-
Net Assets942M484M195%
Annual Yield % from dividends1.881.9696%
Returns for 1 year28.3129.5896%
Returns for 3 years17.94-15.63-115%
Returns for 5 years38.310.844,538%
Returns for 10 years63.02N/A-
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