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DVFYX vs SFPAX
DVFYX vs SFPAX Comparison
Open Charts DVFYX vs SFPAX
Saratoga Financial Service A
Price$10.61
Change+$0.16 (+1.53%)
VolumeN/A
Net Assets1.23M
DVFYX vs SFPAX Comparison Chart
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DVFYX vs. SFPAX commentary
Jun 07, 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: 1.05B vs. SFPAX (1.23M). DVFYX pays higher dividends than SFPAX: DVFYX (1.63) 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 : 25.32 vs. SFPAX (13.22). DVFYX return over 5 years is better than : 87.37 vs. SFPAX (37.86).
| 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 | 9.632 | 1.555 | 619% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 1.23M | 85,971% |
| Annual Yield % from dividends | 1.63 | 0.00 | - |
| Returns for 1 year | 25.32 | 13.22 | 192% |
| Returns for 3 years | 45.88 | 13.46 | 341% |
| Returns for 5 years | 87.37 | 37.86 | 231% |
| Returns for 10 years | 94.31 | 19.43 | 485% |
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