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DVFYX vs SFPAX
DVFYX vs SFPAX Comparison
Open Charts DVFYX vs SFPAX
Saratoga Financial Service A
Price$9.72
Change+$0.69 (+7.64%)
VolumeN/A
Net Assets1.22M
DVFYX vs SFPAX Comparison Chart
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DVFYX vs. SFPAX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 890M vs. SFPAX (1.22M). DVFYX pays higher dividends than SFPAX: DVFYX (1.69) 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 (0.73). 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 : 5.63 vs. SFPAX (-3.53). DVFYX return over 5 years is better than : 78.29 vs. SFPAX (34.98).
| DVFYX | SFPAX | DVFYX / SFPAX | |
| Total Expense Ratio | 0.73 | 4.23 | 17% |
| Annual Report Gross Expense Ratio | 0.73 | 4.23 | 17% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | -9.031 | -12.245 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 890M | 1.22M | 73,071% |
| Annual Yield % from dividends | 1.69 | 0.00 | - |
| Returns for 1 year | 5.63 | -3.53 | -160% |
| Returns for 3 years | 15.16 | -7.10 | -214% |
| Returns for 5 years | 78.29 | 34.98 | 224% |
| Returns for 10 years | 63.88 | 5.49 | 1,163% |
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