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DVFYX vs SFPIX
DVFYX vs SFPIX Comparison
Open Charts DVFYX vs SFPIX
Saratoga Financial Services I
Price$11.96
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets1.22M
DVFYX vs SFPIX Comparison Chart in %
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DVFYX vs. SFPIX commentary
Jun 21, 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 SFPIX is a Buy.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.06B vs. SFPIX (1.22M). DVFYX pays higher dividends than SFPIX: DVFYX (1.63) vs SFPIX (0.00). DVFYX was incepted earlier than SFPIX: DVFYX (28 years) vs SFPIX (22 years). SFPIX (3.88) is less costly to investors than DVFYX (0.71). SFPIX is a more actively managed with annual turnover of: 32.00 vs. DVFYX (2.00). 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 : 24.80 vs. SFPIX (14.23). DVFYX return over 5 years is better than : 106.71 vs. SFPIX (56.75).
| DVFYX | SFPIX | DVFYX / SFPIX | |
| Total Expense Ratio | 0.71 | 3.88 | 18% |
| Annual Report Gross Expense Ratio | 0.71 | 3.88 | 18% |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | 8.866 | 1.270 | 698% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 1.22M | 87,274% |
| Annual Yield % from dividends | 1.63 | 0.00 | - |
| Returns for 1 year | 24.80 | 14.23 | 174% |
| Returns for 3 years | 64.09 | 33.33 | 192% |
| Returns for 5 years | 106.71 | 56.75 | 188% |
| Returns for 10 years | 89.97 | 28.46 | 316% |
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