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DVFYX vs SFPAX
DVFYX vs SFPAX Comparison
Open Charts DVFYX vs SFPAX
Saratoga Financial Service A
Price$10.97
Change-$0.04 (-0.36%)
VolumeN/A
Net Assets1.29M
DVFYX vs SFPAX Comparison Chart in %
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DVFYX vs. SFPAX commentary
Jul 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 Buy and SFPAX is a Buy.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.12B vs. SFPAX (1.29M). DVFYX pays higher dividends than SFPAX: DVFYX (1.54) vs SFPAX (0.00). DVFYX was incepted earlier than SFPAX: DVFYX (28 years) vs SFPAX (25 years). SFPAX (4.23) is less costly to investors than DVFYX (0.71). SFPAX is a more actively managed with annual turnover of: 32.00 vs. DVFYX (2.00). SFPAX has a lower initial minimum investment than DVFYX: SFPAX (250) vs DVFYX (5000000). DVFYX annual gain was more profitable for investors over the last year : 25.59 vs. SFPAX (14.21). DVFYX return over 5 years is better than : 116.79 vs. SFPAX (56.84).
| DVFYX | SFPAX | DVFYX / SFPAX | |
| Total Expense Ratio | 0.71 | 4.23 | 17% |
| Annual Report Gross Expense Ratio | 0.71 | 4.23 | 17% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 15.041 | 6.997 | 215% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 1.29M | 87,189% |
| Annual Yield % from dividends | 1.54 | 0.00 | - |
| Returns for 1 year | 25.59 | 14.21 | 180% |
| Returns for 3 years | 65.88 | 29.23 | 225% |
| Returns for 5 years | 116.79 | 56.84 | 205% |
| Returns for 10 years | 97.97 | 25.54 | 384% |
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