DVFYX
Price
$72.96
Change
+$1.16 (+1.62%)
Updated
Jun 6 closing price
Net Assets
1.05B
SBFAX
Price
$29.43
Change
+$0.39 (+1.34%)
Updated
Jun 6 closing price
Net Assets
119.15M
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DVFYX vs SBFAX

Header iconDVFYX vs SBFAX Comparison
Open Charts DVFYX vs SBFAXBanner chart's image
Davis Financial Y
Price$72.96
Change+$1.16 (+1.62%)
VolumeN/A
Net Assets1.05B
1919 Financial Services A
Price$29.43
Change+$0.39 (+1.34%)
VolumeN/A
Net Assets119.15M
DVFYX vs SBFAX Comparison Chart
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DVFYX vs. SBFAX commentary
Jun 07, 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: 1.05B vs. SBFAX (119M). DVFYX pays higher dividends than SBFAX: DVFYX (1.63) vs SBFAX (0.66). DVFYX was incepted earlier than SBFAX: DVFYX (28 years) vs SBFAX (27 years). SBFAX (1.36) 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 : 25.32 vs. SBFAX (10.37). DVFYX return over 5 years is better than : 87.37 vs. SBFAX (25.05).
DVFYXSBFAXDVFYX / SBFAX
Total Expense Ratio0.711.3652%
Annual Report Gross Expense Ratio0.711.3652%
Fund Existence28 years27 years-
Gain YTD9.6320.1039,314%
Front LoadN/A6%-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.05B119M886%
Annual Yield % from dividends1.630.66246%
Returns for 1 year25.3210.37244%
Returns for 3 years45.88-1.38-3,315%
Returns for 5 years87.3725.05349%
Returns for 10 years94.3153.17177%
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