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DVFYX
Price
$72.66
Change
+$0.85 (+1.18%)
Updated
Nov 22 closing price
SBFAX
Price
$34.04
Change
+$0.44 (+1.31%)
Updated
Nov 22 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$72.66
Change+$0.85 (+1.18%)
VolumeN/A
CapitalizationN/A
1919 Financial Services A
Price$34.04
Change+$0.44 (+1.31%)
VolumeN/A
CapitalizationN/A
DVFYX vs SBFAX Comparison Chart
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VS
DVFYX vs. SBFAX commentary
Nov 24, 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 Buy.

FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.08B vs. SBFAX (133M). 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 : 43.73 vs. SBFAX (32.52). DVFYX return over 5 years is better than : 48.73 vs. SBFAX (24.34).
DVFYXSBFAXDVFYX / SBFAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years26 years-
Gain YTD36.04232.917109%
Front LoadN/AN/A-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B133M809%
Annual Yield % from dividends1.881.14165%
Returns for 1 year43.7332.52134%
Returns for 3 years24.02-3.82-629%
Returns for 5 years48.7324.34200%
Returns for 10 years77.6179.7397%
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