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DVFYX vs LMRIX
DVFYX vs LMRIX Comparison
Open Charts DVFYX vs LMRIX
1919 Financial Services I
Price$28.49
Change-$1.54 (-5.13%)
VolumeN/A
Net Assets123.87M
DVFYX vs LMRIX Comparison Chart
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DVFYX vs. LMRIX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.02B vs. LMRIX (124M). 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 : 21.55 vs. LMRIX (12.59). DVFYX return over 5 years is better than : 143.85 vs. LMRIX (77.11).
| DVFYX | LMRIX | DVFYX / LMRIX | |
| Total Expense Ratio | 0.73 | 1.10 | 66% |
| Annual Report Gross Expense Ratio | 0.73 | 1.10 | 66% |
| Fund Existence | 28 years | 17 years | - |
| Gain YTD | 4.613 | 2.178 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 124M | 826% |
| Annual Yield % from dividends | 1.69 | 0.87 | 195% |
| Returns for 1 year | 21.55 | 12.59 | 171% |
| Returns for 3 years | 30.86 | -4.03 | -766% |
| Returns for 5 years | 143.85 | 77.11 | 187% |
| Returns for 10 years | 90.71 | 63.96 | 142% |
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