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DVFYX vs LMRIX
DVFYX vs LMRIX Comparison
Open Charts DVFYX vs LMRIX
1919 Financial Services I
Price$29.92
Change+$0.32 (+1.08%)
VolumeN/A
Net Assets113.44M
DVFYX vs LMRIX Comparison Chart in %
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DVFYX vs. LMRIX commentary
Oct 27, 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.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.17B vs. LMRIX (113M). DVFYX pays higher dividends than LMRIX: DVFYX (1.47) vs LMRIX (0.85). 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 : 19.41 vs. LMRIX (-4.93). DVFYX return over 5 years is better than : 112.34 vs. LMRIX (31.03).
| 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 | 19.264 | 1.803 | 1,068% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 113M | 1,031% |
| Annual Yield % from dividends | 1.47 | 0.85 | 173% |
| Returns for 1 year | 19.41 | -4.93 | -394% |
| Returns for 3 years | 74.22 | 5.42 | 1,369% |
| Returns for 5 years | 112.34 | 31.03 | 362% |
| Returns for 10 years | 114.02 | 53.50 | 213% |
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