DVFYX
Price
$70.67
Change
-$0.72 (-1.01%)
Updated
Feb 21 closing price
Net Assets
1.08B
SBFAX
Price
$29.94
Change
-$0.34 (-1.12%)
Updated
Feb 21 closing price
Net Assets
125.59M
Ad is loading...

DVFYX vs SBFAX

Header iconDVFYX vs SBFAX Comparison
Open Charts DVFYX vs SBFAXBanner chart's image
Davis Financial Y
Price$70.67
Change-$0.72 (-1.01%)
VolumeN/A
Net Assets1.08B
1919 Financial Services A
Price$29.94
Change-$0.34 (-1.12%)
VolumeN/A
Net Assets125.59M
DVFYX vs SBFAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
DVFYX vs. SBFAX commentary
Feb 23, 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 Hold and SBFAX is a Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.08B vs. SBFAX (126M). DVFYX pays higher dividends than SBFAX: DVFYX (1.88) vs SBFAX (1.14). DVFYX was incepted earlier than SBFAX: DVFYX (28 years) vs SBFAX (26 years). 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 : 30.63 vs. SBFAX (16.79). DVFYX return over 5 years is better than : 52.42 vs. SBFAX (9.45).
DVFYXSBFAXDVFYX / SBFAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years26 years-
Gain YTD6.1913.206193%
Front LoadN/AN/A-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B126M856%
Annual Yield % from dividends1.881.14165%
Returns for 1 year30.6316.79182%
Returns for 3 years28.79-6.61-436%
Returns for 5 years52.429.45555%
Returns for 10 years93.8762.35151%
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 %
XLP82.180.95
+1.17%
The Consumer Staples Sel SectSPDR® ETF
AMAX7.85-0.07
-0.88%
Adaptive Hedged Multi-Asset Income ETF
FDG103.33-2.80
-2.64%
American Century Foc Dynmc Gr ETF
VFMO167.04-5.77
-3.34%
Vanguard US Momentum Factor ETF
FRTY18.69-0.89
-4.52%
Alger Mid Cap 40 ETF