DVFYX
Price
$62.67
Change
-$2.02 (-3.12%)
Updated
Apr 10 closing price
Net Assets
950.03M
SBFAX
Price
$26.83
Change
-$0.90 (-3.25%)
Updated
Apr 10 closing price
Net Assets
115.62M
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DVFYX vs SBFAX

Header iconDVFYX vs SBFAX Comparison
Open Charts DVFYX vs SBFAXBanner chart's image
Davis Financial Y
Price$62.67
Change-$2.02 (-3.12%)
VolumeN/A
Net Assets950.03M
1919 Financial Services A
Price$26.83
Change-$0.90 (-3.25%)
VolumeN/A
Net Assets115.62M
DVFYX vs SBFAX Comparison Chart
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DVFYX vs. SBFAX commentary
Apr 11, 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 Buy.

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FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 950M vs. SBFAX (116M). DVFYX pays higher dividends than SBFAX: DVFYX (1.69) vs SBFAX (0.66). DVFYX was incepted earlier than SBFAX: DVFYX (28 years) vs SBFAX (26 years). SBFAX (1.36) is less costly to investors than DVFYX (0.73). 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). SBFAX annual gain was more profitable for investors over the last year : 7.30 vs. DVFYX (5.63). DVFYX return over 5 years is better than : 78.29 vs. SBFAX (36.28).
DVFYXSBFAXDVFYX / SBFAX
Total Expense Ratio0.731.3654%
Annual Report Gross Expense Ratio0.731.3654%
Fund Existence28 years26 years-
Gain YTD-9.031-4.412205%
Front LoadN/A6%-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets950M116M819%
Annual Yield % from dividends1.690.66258%
Returns for 1 year5.637.3077%
Returns for 3 years15.16-8.93-170%
Returns for 5 years78.2936.28216%
Returns for 10 years63.8848.82131%
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