DVFYX
Price
$55.38
Change
+$0.48 (+0.87%)
Updated
Feb 27, 6:59 PM EST
LMRIX
Price
$26.19
Change
+$0.11 (+0.42%)
Updated
Feb 27, 6:59 PM EST
Ad is loading...

Compare trend and price DVFYX vs LMRIX

Header iconDVFYX vs LMRIX Comparison
Open Charts DVFYX vs LMRIXBanner chart's image
Davis Financial Y
Price$55.38
Change+$0.48 (+0.87%)
VolumeN/A
CapitalizationN/A
1919 Financial Services I
Price$26.19
Change+$0.11 (+0.42%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
DVFYX vs LMRIX Comparison Chart

Loading...

VS
DVFYX vs. LMRIX commentary
Feb 28, 2024

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 Hold and LMRIX is a Buy.

FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 824M vs. LMRIX (116M). DVFYX pays higher dividends than LMRIX: DVFYX (2.05) vs LMRIX (1.46). DVFYX was incepted earlier than LMRIX: DVFYX (27 years) vs LMRIX (16 years). LMRIX (1.10) is less costly to investors than DVFYX (0.72). DVFYX is a more actively managed with annual turnover of: 10.00 vs. LMRIX (4.00). 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 : 6.32 vs. LMRIX (-9.19). DVFYX return over 5 years is better than : 26.55 vs. LMRIX (5.60).
DVFYXLMRIXDVFYX / LMRIX
Total Expense Ratio0.721.1065%
Annual Report Gross Expense Ratio0.721.1065%
Fund Existence27 years16 years-
Gain YTD3.6881.081341%
Front LoadN/AN/A-
Min. Initial Investment50000001000000500%
Min. Initial Investment IRAN/A1000000-
Net Assets824M116M710%
Annual Yield % from dividends2.051.46140%
Returns for 1 year6.32-9.19-69%
Returns for 3 years16.19-11.98-135%
Returns for 5 years26.555.60474%
Returns for 10 years54.0253.02102%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
HAPS27.860.35
+1.27%
Harbor Human Capital Factor US Sm CapETF
LCF31.800.03
+0.10%
Touchstone US Large Cap Focused ETF
FLCB21.14-0.02
-0.09%
Franklin U.S. Core Bond ETF
KDRN22.56-0.04
-0.18%
Kingsbarn Tactical Bond ETF
VIDI24.36-0.05
-0.20%
Vident International Equity Strategy ETF