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DVFYX vs LMRIX
DVFYX vs LMRIX Comparison
Open Charts DVFYX vs LMRIX
DVFYX vs LMRIX Comparison Chart in %
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DVFYX vs. LMRIX commentary
Aug 20, 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 LMRIX is a Buy.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.14B vs. LMRIX (118M). DVFYX pays higher dividends than LMRIX: DVFYX (1.54) vs LMRIX (0.87). DVFYX was incepted earlier than LMRIX: DVFYX (28 years) vs LMRIX (17 years). LMRIX (1.21) is less costly to investors than DVFYX (0.71). LMRIX is a more actively managed with annual turnover of: 4.00 vs. DVFYX (2.00). LMRIX has a lower initial minimum investment than DVFYX: LMRIX (1000000) vs DVFYX (5000000). DVFYX annual gain was more profitable for investors over the last year : 25.01 vs. LMRIX (4.13). DVFYX return over 5 years is better than : 117.45 vs. LMRIX (41.64).
| DVFYX | LMRIX | DVFYX / LMRIX | |
| Total Expense Ratio | 0.71 | 1.21 | 59% |
| Annual Report Gross Expense Ratio | 0.71 | 1.21 | 59% |
| Fund Existence | 28 years | 17 years | - |
| Gain YTD | 16.469 | 2.756 | 598% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 118M | 963% |
| Annual Yield % from dividends | 1.54 | 0.87 | 177% |
| Returns for 1 year | 25.01 | 4.13 | 606% |
| Returns for 3 years | 61.25 | 0.76 | 8,083% |
| Returns for 5 years | 117.45 | 41.64 | 282% |
| Returns for 10 years | 111.60 | 60.52 | 184% |
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