DVFYX
Price
$67.41
Change
+$1.19 (+1.80%)
Updated
Apr 24 closing price
Net Assets
969.84M
LMRIX
Price
$28.49
Change
+$0.24 (+0.85%)
Updated
Apr 23 closing price
Net Assets
115.76M
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DVFYX vs LMRIX

Header iconDVFYX vs LMRIX Comparison
Open Charts DVFYX vs LMRIXBanner chart's image
Davis Financial Y
Price$67.41
Change+$1.19 (+1.80%)
VolumeN/A
Net Assets969.84M
1919 Financial Services I
Price$28.49
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets115.76M
DVFYX vs LMRIX Comparison Chart
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DVFYX vs. LMRIX commentary
Apr 25, 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 Buy.

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FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 970M vs. LMRIX (116M). DVFYX pays higher dividends than LMRIX: DVFYX (1.69) vs LMRIX (0.87). DVFYX was incepted earlier than LMRIX: DVFYX (28 years) vs LMRIX (17 years). LMRIX (1.10) is less costly to investors than DVFYX (0.73). 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 : 13.21 vs. LMRIX (7.19). DVFYX return over 5 years is better than : 109.98 vs. LMRIX (50.24).
DVFYXLMRIXDVFYX / LMRIX
Total Expense Ratio0.731.1066%
Annual Report Gross Expense Ratio0.731.1066%
Fund Existence28 years17 years-
Gain YTD-1.953-3.87950%
Front LoadN/AN/A-
Min. Initial Investment50000001000000500%
Min. Initial Investment IRAN/AN/A-
Net Assets970M116M836%
Annual Yield % from dividends1.690.87195%
Returns for 1 year13.217.19184%
Returns for 3 years29.15-5.63-518%
Returns for 5 years109.9850.24219%
Returns for 10 years76.4653.38143%
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