DVFYX
Price
$65.16
Change
-$0.28 (-0.43%)
Updated
Sep 20 closing price
SBFAX
Price
$30.11
Change
-$0.25 (-0.82%)
Updated
Sep 20 closing price
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DVFYX vs SBFAX

Header iconDVFYX vs SBFAX Comparison
Open Charts DVFYX vs SBFAXBanner chart's image
Davis Financial Y
Price$65.16
Change-$0.28 (-0.43%)
VolumeN/A
CapitalizationN/A
1919 Financial Services A
Price$30.11
Change-$0.25 (-0.82%)
VolumeN/A
CapitalizationN/A
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DVFYX vs SBFAX Comparison Chart
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VS
DVFYX vs. SBFAX commentary
Sep 21, 2024

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 StrongBuy.

FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 958M vs. SBFAX (121M). 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 : 32.59 vs. SBFAX (22.05). DVFYX return over 5 years is better than : 40.26 vs. SBFAX (14.60).
DVFYXSBFAXDVFYX / SBFAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years26 years-
Gain YTD22.00017.571125%
Front LoadN/AN/A-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets958M121M792%
Annual Yield % from dividends1.881.14165%
Returns for 1 year32.5922.05148%
Returns for 3 years22.08-3.59-615%
Returns for 5 years40.2614.60276%
Returns for 10 years67.8468.9598%
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