DVFYX
Price
$80.21
Change
-$0.17 (-0.21%)
Updated
Sep 12 closing price
Net Assets
1.17B
LMRIX
Price
$30.80
Change
-$0.25 (-0.81%)
Updated
Sep 12 closing price
Net Assets
118.46M
Interact to see
Advertisement

DVFYX vs LMRIX

Header iconDVFYX vs LMRIX Comparison
Open Charts DVFYX vs LMRIXBanner chart's image
Davis Financial Y
Price$80.21
Change-$0.17 (-0.21%)
VolumeN/A
Net Assets1.17B
1919 Financial Services I
Price$30.80
Change-$0.25 (-0.81%)
VolumeN/A
Net Assets118.46M
DVFYX vs LMRIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
DVFYX vs. LMRIX commentary
Sep 13, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.17B vs. LMRIX (118M). DVFYX pays higher dividends than LMRIX: DVFYX (1.47) vs LMRIX (0.83). DVFYX was incepted earlier than LMRIX: DVFYX (29 years) vs LMRIX (17 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 : 30.65 vs. LMRIX (5.47). DVFYX return over 5 years is better than : 121.77 vs. LMRIX (47.41).
DVFYXLMRIXDVFYX / LMRIX
Total Expense Ratio0.711.2159%
Annual Report Gross Expense Ratio0.711.2159%
Fund Existence29 years17 years-
Gain YTD20.5265.648363%
Front LoadN/AN/A-
Min. Initial Investment50000001000000500%
Min. Initial Investment IRAN/AN/A-
Net Assets1.17B118M992%
Annual Yield % from dividends1.470.83176%
Returns for 1 year30.655.47560%
Returns for 3 years74.618.99830%
Returns for 5 years121.7747.41257%
Returns for 10 years122.2264.46190%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
NASB35.260.59
+1.70%
NASB Financial, Inc.
MNOIY21.80N/A
N/A
Mandarin Oriental International Ltd.
RENXF0.06N/A
N/A
Renalytix plc
CTLPP60.10-0.25
-0.41%
Cantaloupe, Inc.
UNICY3.25-0.02
-0.61%
Unicharm Corp.