DVFYX
Price
$79.71
Change
+$0.19 (+0.24%)
Updated
Aug 28 closing price
Net Assets
1.16B
SBFAX
Price
$30.73
Change
-$0.02 (-0.07%)
Updated
Aug 28 closing price
Net Assets
120.5M
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DVFYX vs SBFAX

Header iconDVFYX vs SBFAX Comparison
Open Charts DVFYX vs SBFAXBanner chart's image
Davis Financial Y
Price$79.71
Change+$0.19 (+0.24%)
VolumeN/A
Net Assets1.16B
1919 Financial Services A
Price$30.73
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets120.5M
DVFYX vs SBFAX Comparison Chart in %
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DVFYX vs. SBFAX commentary
Aug 29, 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 SBFAX is a Buy.

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FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.16B vs. SBFAX (120M). DVFYX pays higher dividends than SBFAX: DVFYX (1.54) vs SBFAX (0.66). DVFYX was incepted earlier than SBFAX: DVFYX (28 years) vs SBFAX (27 years). SBFAX (1.46) is less costly to investors than DVFYX (0.71). SBFAX is a more actively managed with annual turnover of: 4.00 vs. DVFYX (2.00). SBFAX has a lower initial minimum investment than DVFYX: SBFAX (1000) vs DVFYX (5000000). DVFYX annual gain was more profitable for investors over the last year : 26.14 vs. SBFAX (4.59). DVFYX return over 5 years is better than : 113.56 vs. SBFAX (39.94).
DVFYXSBFAXDVFYX / SBFAX
Total Expense Ratio0.711.4649%
Annual Report Gross Expense Ratio0.711.4649%
Fund Existence28 years27 years-
Gain YTD19.7755.998330%
Front LoadN/A6%-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.16B120M968%
Annual Yield % from dividends1.540.66234%
Returns for 1 year26.144.59570%
Returns for 3 years72.368.28873%
Returns for 5 years113.5639.94284%
Returns for 10 years119.8562.93190%
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