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DVFYX vs LMRIX
DVFYX vs LMRIX Comparison
Open Charts DVFYX vs LMRIX
1919 Financial Services I
Price$29.08
Change+$0.45 (+1.57%)
VolumeN/A
Net Assets106.8M
DVFYX vs LMRIX Comparison Chart in %
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DVFYX vs. LMRIX commentary
Nov 22, 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 Buy.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.11B vs. LMRIX (107M). DVFYX pays higher dividends than LMRIX: DVFYX (1.48) vs LMRIX (0.89). DVFYX was incepted earlier than LMRIX: DVFYX (29 years) vs LMRIX (18 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 : 12.03 vs. LMRIX (-15.23). DVFYX return over 5 years is better than : 94.25 vs. LMRIX (13.70).
| 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 | 18 years | - |
| Gain YTD | 18.858 | -2.586 | -729% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 107M | 1,038% |
| Annual Yield % from dividends | 1.48 | 0.89 | 165% |
| Returns for 1 year | 12.03 | -15.23 | -79% |
| Returns for 3 years | 60.40 | -3.92 | -1,542% |
| Returns for 5 years | 94.25 | 13.70 | 688% |
| Returns for 10 years | 109.27 | 41.49 | 263% |
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