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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
Jun 04, 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 Hold.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.08B vs. LMRIX (91.7M). DVFYX pays higher dividends than LMRIX: DVFYX (1.59) vs LMRIX (0.27). 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 : 9.32 vs. LMRIX (-14.66). DVFYX return over 5 years is better than : 40.85 vs. LMRIX (-24.73).
| 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 | -6.168 | -6.034 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 91.7M | 1,179% |
| Annual Yield % from dividends | 1.59 | 0.27 | 588% |
| Returns for 1 year | 9.32 | -14.66 | -64% |
| Returns for 3 years | 68.43 | 5.16 | 1,327% |
| Returns for 5 years | 40.85 | -24.73 | -165% |
| Returns for 10 years | 115.73 | 35.26 | 328% |
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