DVFYX
Price
$70.95
Change
+$0.01 (+0.01%)
Updated
May 22 closing price
Net Assets
1.04B
SFPCX
Price
$9.44
Change
-$0.01 (-0.11%)
Updated
May 22 closing price
Net Assets
1.24M
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DVFYX vs SFPCX

Header iconDVFYX vs SFPCX Comparison
Open Charts DVFYX vs SFPCXBanner chart's image
Davis Financial Y
Price$70.95
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets1.04B
Saratoga Financial Service C
Price$9.44
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets1.24M
DVFYX vs SFPCX Comparison Chart
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DVFYX vs. SFPCX commentary
May 23, 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 SFPCX is a Buy.

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FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.04B vs. SFPCX (1.24M). DVFYX pays higher dividends than SFPCX: DVFYX (1.72) vs SFPCX (0.00). DVFYX was incepted earlier than SFPCX: DVFYX (28 years) vs SFPCX (25 years). SFPCX (4.88) is less costly to investors than DVFYX (0.71). SFPCX is a more actively managed with annual turnover of: 32.00 vs. DVFYX (2.00). SFPCX has a lower initial minimum investment than DVFYX: SFPCX (250) vs DVFYX (5000000). DVFYX annual gain was more profitable for investors over the last year : 19.98 vs. SFPCX (12.37). DVFYX return over 5 years is better than : 124.15 vs. SFPCX (76.64).
DVFYXSFPCXDVFYX / SFPCX
Total Expense Ratio0.714.8815%
Annual Report Gross Expense Ratio0.714.8815%
Fund Existence28 years25 years-
Gain YTD6.6122.273291%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.04B1.24M84,045%
Annual Yield % from dividends1.720.00-
Returns for 1 year19.9812.37162%
Returns for 3 years47.5424.83191%
Returns for 5 years124.1576.64162%
Returns for 10 years87.5319.92439%
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