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DVFYX vs SBFAX
DVFYX vs SBFAX Comparison
Open Charts DVFYX vs SBFAX
1919 Financial Services A
Price$29.36
Change-$0.05 (-0.17%)
VolumeN/A
Net Assets121.47M
DVFYX vs SBFAX Comparison Chart
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DVFYX vs. SBFAX commentary
May 15, 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.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.06B vs. SBFAX (121M). DVFYX pays higher dividends than SBFAX: DVFYX (1.72) vs SBFAX (0.68). 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 : 22.84 vs. SBFAX (10.49). DVFYX return over 5 years is better than : 140.80 vs. SBFAX (59.90).
| DVFYX | SBFAX | DVFYX / SBFAX | |
| Total Expense Ratio | 0.71 | 1.36 | 52% |
| Annual Report Gross Expense Ratio | 0.71 | 1.36 | 52% |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 8.820 | 1.379 | 640% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 121M | 875% |
| Annual Yield % from dividends | 1.72 | 0.68 | 251% |
| Returns for 1 year | 22.84 | 10.49 | 218% |
| Returns for 3 years | 53.74 | 5.53 | 971% |
| Returns for 5 years | 140.80 | 59.90 | 235% |
| Returns for 10 years | 92.37 | 57.19 | 162% |
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