Interact to see
Advertisement
Advertisement
DVFYX vs LMRIX
DVFYX vs LMRIX Comparison
Open Charts DVFYX vs LMRIX
DVFYX vs LMRIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DVFYX vs. LMRIX commentary
Jun 24, 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: 1.13B vs. LMRIX (94.5M). DVFYX pays higher dividends than LMRIX: DVFYX (1.59) vs LMRIX (0.27). DVFYX was incepted earlier than LMRIX: DVFYX (29 years) vs LMRIX (18 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 : 12.08 vs. LMRIX (-11.42). DVFYX return over 5 years is better than : 52.97 vs. LMRIX (-18.23).
| DVFYX | LMRIX | DVFYX / LMRIX | |
| Total Expense Ratio | 0.69 | 1.23 | 56% |
| Annual Report Gross Expense Ratio | 0.69 | 1.23 | 56% |
| Fund Existence | 29 years | 18 years | - |
| Gain YTD | -1.992 | -1.676 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 94.5M | 1,196% |
| Annual Yield % from dividends | 1.59 | 0.27 | 588% |
| Returns for 1 year | 12.08 | -11.42 | -106% |
| Returns for 3 years | 77.05 | 11.62 | 663% |
| Returns for 5 years | 52.97 | -18.23 | -291% |
| Returns for 10 years | 139.78 | 50.31 | 278% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement