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DVFYX vs SFPIX
DVFYX vs SFPIX Comparison
Open Charts DVFYX vs SFPIX
Saratoga Financial Services I
Price$12.88
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.04M
DVFYX vs SFPIX Comparison Chart in %
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DVFYX vs. SFPIX commentary
Oct 09, 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 SFPIX is a Hold.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.17B vs. SFPIX (1.04M). DVFYX pays higher dividends than SFPIX: DVFYX (1.47) vs SFPIX (0.00). DVFYX was incepted earlier than SFPIX: DVFYX (29 years) vs SFPIX (23 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 : 24.22 vs. SFPIX (11.43). DVFYX return over 5 years is better than : 114.79 vs. SFPIX (62.71).
| DVFYX | SFPIX | DVFYX / SFPIX | |
| Total Expense Ratio | 0.71 | 3.88 | 18% |
| Annual Report Gross Expense Ratio | 0.71 | 3.88 | 18% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 19.369 | 8.975 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 1.04M | 112,188% |
| Annual Yield % from dividends | 1.47 | 0.00 | - |
| Returns for 1 year | 24.22 | 11.43 | 212% |
| Returns for 3 years | 84.99 | 43.32 | 196% |
| Returns for 5 years | 114.79 | 62.71 | 183% |
| Returns for 10 years | 119.81 | 50.88 | 235% |