DVFYX
Price
$63.34
Change
+$0.67 (+1.07%)
Updated
Apr 11 closing price
Net Assets
920.22M
SFPCX
Price
$8.65
Change
+$0.12 (+1.41%)
Updated
Apr 11 closing price
Net Assets
1.27M
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DVFYX vs SFPCX

Header iconDVFYX vs SFPCX Comparison
Open Charts DVFYX vs SFPCXBanner chart's image
Davis Financial Y
Price$63.34
Change+$0.67 (+1.07%)
VolumeN/A
Net Assets920.22M
Saratoga Financial Service C
Price$8.65
Change+$0.12 (+1.41%)
VolumeN/A
Net Assets1.27M
DVFYX vs SFPCX Comparison Chart
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DVFYX vs. SFPCX commentary
Apr 12, 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 SFPCX is a Buy.

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FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 920M vs. SFPCX (1.27M). DVFYX pays higher dividends than SFPCX: DVFYX (1.69) 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 (0.73). 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 : 13.37 vs. SFPCX (4.92). DVFYX return over 5 years is better than : 86.53 vs. SFPCX (51.24).
DVFYXSFPCXDVFYX / SFPCX
Total Expense Ratio0.734.8815%
Annual Report Gross Expense Ratio0.734.8815%
Fund Existence28 years25 years-
Gain YTD-4.823-7.68463%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets920M1.27M72,441%
Annual Yield % from dividends1.690.00-
Returns for 1 year13.374.92272%
Returns for 3 years22.044.53486%
Returns for 5 years86.5351.24169%
Returns for 10 years71.2510.49679%
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