DVFYX
Price
$67.65
Change
-$0.71 (-1.04%)
Updated
Dec 17 closing price
SFPAX
Price
$10.47
Change
-$0.09 (-0.85%)
Updated
Dec 17 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$67.65
Change-$0.71 (-1.04%)
VolumeN/A
CapitalizationN/A
Saratoga Financial Service A
Price$10.47
Change-$0.09 (-0.85%)
VolumeN/A
CapitalizationN/A
DVFYX vs SFPAX Comparison Chart
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VS
DVFYX vs. SFPAX commentary
Dec 18, 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 Hold and SFPAX is a StrongSell.

FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.04B vs. SFPAX (1.62M). 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 : 30.28 vs. SFPAX (22.46). DVFYX return over 5 years is better than : 44.79 vs. SFPAX (16.33).
DVFYXSFPAXDVFYX / SFPAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years24 years-
Gain YTD28.81921.321135%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.04B1.62M64,180%
Annual Yield % from dividends1.880.00-
Returns for 1 year30.2822.46135%
Returns for 3 years29.455.23564%
Returns for 5 years44.7916.33274%
Returns for 10 years86.5518.98456%
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