DVFYX
Price
$62.70
Change
-$1.38 (-2.15%)
Updated
Sep 6 closing price
SFPAX
Price
$9.78
Change
-$0.15 (-1.51%)
Updated
Sep 6 closing price
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DVFYX vs SFPAX

Header iconDVFYX vs SFPAX Comparison
Open Charts DVFYX vs SFPAXBanner chart's image
Davis Financial Y
Price$62.70
Change-$1.38 (-2.15%)
VolumeN/A
CapitalizationN/A
Saratoga Financial Service A
Price$9.78
Change-$0.15 (-1.51%)
VolumeN/A
CapitalizationN/A
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DVFYX vs SFPAX Comparison Chart
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VS
DVFYX vs. SFPAX commentary
Sep 08, 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 SFPAX is a StrongBuy.

FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 921M vs. SFPAX (1.43M). DVFYX pays higher dividends than SFPAX: DVFYX (1.88) vs SFPAX (0.00). DVFYX was incepted earlier than SFPAX: DVFYX (28 years) vs SFPAX (24 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 : 29.56 vs. SFPAX (21.39). DVFYX return over 5 years is better than : 43.65 vs. SFPAX (19.21).
DVFYXSFPAXDVFYX / SFPAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years24 years-
Gain YTD19.97815.064133%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets921M1.43M64,496%
Annual Yield % from dividends1.880.00-
Returns for 1 year29.5621.39138%
Returns for 3 years16.24-5.07-320%
Returns for 5 years43.6519.21227%
Returns for 10 years63.9417.24371%
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