DVFYX
Price
$68.64
Change
+$0.47 (+0.69%)
Updated
Oct 17 closing price
SFPIX
Price
$12.23
Change
+$0.09 (+0.74%)
Updated
Oct 17 closing price
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DVFYX vs SFPIX

Header iconDVFYX vs SFPIX Comparison
Open Charts DVFYX vs SFPIXBanner chart's image
Davis Financial Y
Price$68.64
Change+$0.47 (+0.69%)
VolumeN/A
CapitalizationN/A
Saratoga Financial Services I
Price$12.23
Change+$0.09 (+0.74%)
VolumeN/A
CapitalizationN/A
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DVFYX vs SFPIX Comparison Chart
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VS
DVFYX vs. SFPIX commentary
Oct 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 StrongBuy and SFPIX is a StrongBuy.

FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 994M vs. SFPIX (1.57M). DVFYX pays higher dividends than SFPIX: DVFYX (1.88) vs SFPIX (0.00). DVFYX was incepted earlier than SFPIX: DVFYX (28 years) vs SFPIX (22 years). SFPIX has a lower initial minimum investment than DVFYX: SFPIX (250) vs DVFYX (5000000). DVFYX annual gain was more profitable for investors over the last year : 39.57 vs. SFPIX (32.97). DVFYX return over 5 years is better than : 48.24 vs. SFPIX (31.24).
DVFYXSFPIXDVFYX / SFPIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years22 years-
Gain YTD27.63524.004115%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets994M1.57M63,272%
Annual Yield % from dividends1.880.00-
Returns for 1 year39.5732.97120%
Returns for 3 years16.981.001,701%
Returns for 5 years48.2431.24154%
Returns for 10 years83.5743.50192%
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