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DVFYX vs LMRIX
DVFYX vs LMRIX Comparison
Open Charts DVFYX vs LMRIX
1919 Financial Services I
Price$33.88
Change+$0.03 (+0.09%)
VolumeN/A
CapitalizationN/A
DVFYX vs LMRIX Comparison Chart
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DVFYX vs. LMRIX commentary
Nov 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 Buy and LMRIX is a Buy.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.06B vs. LMRIX (131M). DVFYX pays higher dividends than LMRIX: DVFYX (1.88) vs LMRIX (1.38). DVFYX was incepted earlier than LMRIX: DVFYX (28 years) vs LMRIX (17 years). 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 : 41.85 vs. LMRIX (31.39). DVFYX return over 5 years is better than : 47.00 vs. LMRIX (24.06).
| DVFYX | LMRIX | DVFYX / LMRIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 17 years | - |
| Gain YTD | 33.926 | 30.760 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 131M | 809% |
| Annual Yield % from dividends | 1.88 | 1.38 | 136% |
| Returns for 1 year | 41.85 | 31.39 | 133% |
| Returns for 3 years | 21.98 | -5.43 | -404% |
| Returns for 5 years | 47.00 | 24.06 | 195% |
| Returns for 10 years | 76.33 | 82.53 | 92% |
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