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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
Sep 22, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.18B vs. LMRIX (95.8M). DVFYX pays higher dividends than LMRIX: DVFYX (1.43) vs LMRIX (0.25). DVFYX was incepted earlier than LMRIX: DVFYX (30 years) vs LMRIX (19 years). LMRIX (1.23) is less costly to investors than DVFYX (0.69). DVFYX is a more actively managed with annual turnover of: 10.00 vs. LMRIX (9.00). 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 : 5.35 vs. LMRIX (-9.99). DVFYX return over 5 years is better than : 60.19 vs. LMRIX (-12.21).
| DVFYX | LMRIX | DVFYX / LMRIX | |
| Total Expense Ratio | 0.69 | 1.23 | 56% |
| Annual Report Gross Expense Ratio | 0.69 | 1.23 | 56% |
| Fund Existence | 30 years | 19 years | - |
| Gain YTD | 1.460 | 3.091 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 95.8M | 1,233% |
| Annual Yield % from dividends | 1.43 | 0.25 | 582% |
| Returns for 1 year | 5.35 | -9.99 | -54% |
| Returns for 3 years | 77.56 | 12.98 | 597% |
| Returns for 5 years | 60.19 | -12.21 | -493% |
| Returns for 10 years | 128.86 | 44.40 | 290% |
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