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DVFYX vs LMRIX
DVFYX vs LMRIX Comparison
Open Charts DVFYX vs LMRIX
1919 Financial Services I
Price$30.10
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets124.02M
DVFYX vs LMRIX Comparison Chart
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DVFYX vs. LMRIX commentary
Mar 28, 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: 1.05B vs. LMRIX (124M). DVFYX pays higher dividends than LMRIX: DVFYX (1.62) vs LMRIX (0.84). 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 : 20.73 vs. LMRIX (10.81). DVFYX return over 5 years is better than : 126.80 vs. LMRIX (63.67).
| 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 | 4.869 | 2.212 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 124M | 847% |
| Annual Yield % from dividends | 1.62 | 0.84 | 194% |
| Returns for 1 year | 20.73 | 10.81 | 192% |
| Returns for 3 years | 27.86 | -6.90 | -404% |
| Returns for 5 years | 126.80 | 63.67 | 199% |
| Returns for 10 years | 91.69 | 64.27 | 143% |
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