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DVFYX vs LMRIX
DVFYX vs LMRIX Comparison
Open Charts DVFYX vs LMRIX
DVFYX vs LMRIX Comparison Chart in %
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DVFYX vs. LMRIX commentary
Aug 30, 2026
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: 1.2B vs. LMRIX (98.2M). DVFYX pays higher dividends than LMRIX: DVFYX (1.44) vs LMRIX (0.25). DVFYX was incepted earlier than LMRIX: DVFYX (29 years) vs LMRIX (18 years). LMRIX (1.23) is less costly to investors than DVFYX (0.69). DVFYX is a more actively managed with annual turnover of: 10.00 vs. LMRIX (9.00). 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 : 10.93 vs. LMRIX (-7.94). DVFYX return over 5 years is better than : 56.58 vs. LMRIX (-12.91).
| DVFYX | LMRIX | DVFYX / LMRIX | |
| Total Expense Ratio | 0.69 | 1.23 | 56% |
| Annual Report Gross Expense Ratio | 0.69 | 1.23 | 56% |
| Fund Existence | 29 years | 18 years | - |
| Gain YTD | 5.142 | 6.629 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 98.2M | 1,220% |
| Annual Yield % from dividends | 1.44 | 0.25 | 588% |
| Returns for 1 year | 10.93 | -7.94 | -138% |
| Returns for 3 years | 79.72 | 12.95 | 615% |
| Returns for 5 years | 56.58 | -12.91 | -438% |
| Returns for 10 years | 133.81 | 47.91 | 279% |
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