Interact to see
Advertisement
Advertisement
DVFYX vs SFPAX
DVFYX vs SFPAX Comparison
Open Charts DVFYX vs SFPAX
Saratoga Financial Service A
Price$10.80
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets1.26M
DVFYX vs SFPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DVFYX vs. SFPAX commentary
Jul 01, 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: 1.11B vs. SFPAX (1.27M). 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 : 30.75 vs. SFPAX (17.52). DVFYX return over 5 years is better than : 129.08 vs. SFPAX (63.64).
| 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 | 13.283 | 4.956 | 268% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 1.27M | 87,431% |
| Annual Yield % from dividends | 1.63 | 0.00 | - |
| Returns for 1 year | 30.75 | 17.52 | 176% |
| Returns for 3 years | 65.76 | 29.65 | 222% |
| Returns for 5 years | 129.08 | 63.64 | 203% |
| Returns for 10 years | 100.92 | 24.86 | 406% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers