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DVFYX vs SFPAX
DVFYX vs SFPAX Comparison
Open Charts DVFYX vs SFPAX
Saratoga Financial Service A
Price$11.17
Change+$0.06 (+0.54%)
VolumeN/A
Net Assets1.04M
DVFYX vs SFPAX Comparison Chart in %
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DVFYX vs. SFPAX commentary
Oct 06, 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 Hold.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.17B vs. SFPAX (1.04M). DVFYX pays higher dividends than SFPAX: DVFYX (1.47) vs SFPAX (0.00). DVFYX was incepted earlier than SFPAX: DVFYX (29 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 : 25.92 vs. SFPAX (10.70). DVFYX return over 5 years is better than : 125.11 vs. SFPAX (61.18).
| DVFYX | SFPAX | DVFYX / SFPAX | |
| Total Expense Ratio | 0.71 | 4.23 | 17% |
| Annual Report Gross Expense Ratio | 0.71 | 4.23 | 17% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 19.639 | 8.552 | 230% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 1.04M | 112,488% |
| Annual Yield % from dividends | 1.47 | 0.00 | - |
| Returns for 1 year | 25.92 | 10.70 | 242% |
| Returns for 3 years | 77.30 | 32.50 | 238% |
| Returns for 5 years | 125.11 | 61.18 | 204% |
| Returns for 10 years | 122.84 | 39.45 | 311% |