DVFYX
Price
$70.67
Change
-$0.72 (-1.01%)
Updated
Feb 21 closing price
Net Assets
1.08B
SFPAX
Price
$10.59
Change
-$0.19 (-1.76%)
Updated
Feb 21 closing price
Net Assets
1.5M
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DVFYX vs SFPAX

Header iconDVFYX vs SFPAX Comparison
Open Charts DVFYX vs SFPAXBanner chart's image
Davis Financial Y
Price$70.67
Change-$0.72 (-1.01%)
VolumeN/A
Net Assets1.08B
Saratoga Financial Service A
Price$10.59
Change-$0.19 (-1.76%)
VolumeN/A
Net Assets1.5M
DVFYX vs SFPAX Comparison Chart
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DVFYX vs. SFPAX commentary
Feb 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 Hold and SFPAX is a Hold.

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FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.08B vs. SFPAX (1.5M). DVFYX pays higher dividends than SFPAX: DVFYX (1.88) vs SFPAX (0.00). DVFYX was incepted earlier than SFPAX: DVFYX (28 years) vs SFPAX (25 years). 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 : 30.63 vs. SFPAX (16.89). DVFYX return over 5 years is better than : 52.42 vs. SFPAX (19.12).
DVFYXSFPAXDVFYX / SFPAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years25 years-
Gain YTD6.1912.915212%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B1.5M71,723%
Annual Yield % from dividends1.880.00-
Returns for 1 year30.6316.89181%
Returns for 3 years28.794.33664%
Returns for 5 years52.4219.12274%
Returns for 10 years93.8722.71413%
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