DVFYX
Price
$68.64
Change
+$0.47 (+0.69%)
Updated
Oct 17 closing price
LMRIX
Price
$32.27
Change
+$0.29 (+0.91%)
Updated
Oct 17 closing price
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DVFYX vs LMRIX

Header iconDVFYX vs LMRIX Comparison
Open Charts DVFYX vs LMRIXBanner chart's image
Davis Financial Y
Price$68.64
Change+$0.47 (+0.69%)
VolumeN/A
CapitalizationN/A
1919 Financial Services I
Price$32.27
Change+$0.29 (+0.91%)
VolumeN/A
CapitalizationN/A
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DVFYX vs LMRIX Comparison Chart
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VS
DVFYX vs. LMRIX commentary
Oct 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 StrongBuy and LMRIX is a StrongBuy.

FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 994M vs. LMRIX (125M). 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 : 39.57 vs. LMRIX (28.13). DVFYX return over 5 years is better than : 48.24 vs. LMRIX (23.15).
DVFYXLMRIXDVFYX / LMRIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years17 years-
Gain YTD27.63523.427118%
Front LoadN/AN/A-
Min. Initial Investment50000001000000500%
Min. Initial Investment IRAN/AN/A-
Net Assets994M125M795%
Annual Yield % from dividends1.881.38136%
Returns for 1 year39.5728.13141%
Returns for 3 years16.98-7.77-219%
Returns for 5 years48.2423.15208%
Returns for 10 years83.5785.6298%
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