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DVFYX vs LMRIX
DVFYX vs LMRIX Comparison
Open Charts DVFYX vs LMRIX
1919 Financial Services I
Price$30.35
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets121.79M
DVFYX vs LMRIX Comparison Chart in %
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DVFYX vs. LMRIX commentary
Jun 30, 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: 1.11B vs. LMRIX (122M). DVFYX pays higher dividends than LMRIX: DVFYX (1.63) vs LMRIX (0.87). DVFYX was incepted earlier than LMRIX: DVFYX (28 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 : 30.75 vs. LMRIX (13.83). DVFYX return over 5 years is better than : 129.08 vs. LMRIX (51.46).
| DVFYX | LMRIX | DVFYX / LMRIX | |
| Total Expense Ratio | 0.71 | 1.21 | 59% |
| Annual Report Gross Expense Ratio | 0.71 | 1.21 | 59% |
| Fund Existence | 28 years | 17 years | - |
| Gain YTD | 13.283 | 3.266 | 407% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 122M | 907% |
| Annual Yield % from dividends | 1.63 | 0.87 | 186% |
| Returns for 1 year | 30.75 | 13.83 | 222% |
| Returns for 3 years | 65.76 | 10.24 | 642% |
| Returns for 5 years | 129.08 | 51.46 | 251% |
| Returns for 10 years | 100.92 | 59.40 | 170% |
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