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DVFYX vs LMRIX
DVFYX vs LMRIX Comparison
Open Charts DVFYX vs LMRIX
1919 Financial Services I
Price$30.04
Change+$0.10 (+0.33%)
VolumeN/A
Net Assets124.8M
DVFYX vs LMRIX Comparison Chart
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DVFYX vs. LMRIX commentary
Jan 19, 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 Hold and LMRIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.06B 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 : 36.40 vs. LMRIX (19.84). DVFYX return over 5 years is better than : 48.37 vs. LMRIX (9.32).
| 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 | 4.207 | 2.212 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 125M | 849% |
| Annual Yield % from dividends | 1.88 | 1.38 | 136% |
| Returns for 1 year | 36.40 | 19.84 | 183% |
| Returns for 3 years | 23.37 | -11.51 | -203% |
| Returns for 5 years | 48.37 | 9.32 | 519% |
| Returns for 10 years | 100.35 | 73.47 | 137% |
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