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DVFYX vs LMRIX
DVFYX vs LMRIX Comparison
Open Charts DVFYX vs LMRIX
1919 Financial Services I
Price$30.70
Change+$0.25 (+0.82%)
VolumeN/A
Net Assets118.23M
DVFYX vs LMRIX Comparison Chart in %
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DVFYX vs. LMRIX commentary
Sep 18, 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 Hold.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.18B vs. LMRIX (118M). DVFYX pays higher dividends than LMRIX: DVFYX (1.47) vs LMRIX (0.83). DVFYX was incepted earlier than LMRIX: DVFYX (29 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 : 27.24 vs. LMRIX (1.18). DVFYX return over 5 years is better than : 123.88 vs. LMRIX (43.91).
| DVFYX | LMRIX | DVFYX / LMRIX | |
| Total Expense Ratio | 0.71 | 1.21 | 59% |
| Annual Report Gross Expense Ratio | 0.71 | 1.21 | 59% |
| Fund Existence | 29 years | 17 years | - |
| Gain YTD | 20.902 | 3.607 | 580% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 118M | 1,000% |
| Annual Yield % from dividends | 1.47 | 0.83 | 176% |
| Returns for 1 year | 27.24 | 1.18 | 2,300% |
| Returns for 3 years | 75.23 | 7.59 | 992% |
| Returns for 5 years | 123.88 | 43.91 | 282% |
| Returns for 10 years | 128.50 | 65.15 | 197% |
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