DVFYX
Price
$67.65
Change
-$0.71 (-1.04%)
Updated
Dec 17 closing price
SFPIX
Price
$12.02
Change
-$0.10 (-0.83%)
Updated
Dec 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$67.65
Change-$0.71 (-1.04%)
VolumeN/A
CapitalizationN/A
Saratoga Financial Services I
Price$12.02
Change-$0.10 (-0.83%)
VolumeN/A
CapitalizationN/A
DVFYX vs SFPIX Comparison Chart
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VS
DVFYX vs. SFPIX commentary
Dec 19, 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 SFPIX is a StrongSell.

FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.04B vs. SFPIX (1.62M). 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 : 30.28 vs. SFPIX (23.79). DVFYX return over 5 years is better than : 44.79 vs. SFPIX (22.03).
DVFYXSFPIXDVFYX / SFPIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years22 years-
Gain YTD28.81922.778127%
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 year30.2823.79127%
Returns for 3 years29.458.58343%
Returns for 5 years44.7922.03203%
Returns for 10 years86.5529.53293%
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