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DVFYX vs SFPIX
DVFYX vs SFPIX Comparison
Open Charts DVFYX vs SFPIX
Saratoga Financial Services I
Price$11.39
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets1.39M
DVFYX vs SFPIX Comparison Chart
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DVFYX vs. SFPIX commentary
Mar 13, 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: 1.01B vs. SFPIX (1.39M). DVFYX pays higher dividends than SFPIX: DVFYX (1.62) 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 (0.73). 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 : 18.48 vs. SFPIX (9.06). DVFYX return over 5 years is better than : 119.02 vs. SFPIX (77.76).
| DVFYX | SFPIX | DVFYX / SFPIX | |
| Total Expense Ratio | 0.73 | 3.88 | 19% |
| Annual Report Gross Expense Ratio | 0.73 | 3.88 | 19% |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | -0.571 | -3.218 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 1.39M | 72,290% |
| Annual Yield % from dividends | 1.62 | 0.00 | - |
| Returns for 1 year | 18.48 | 9.06 | 204% |
| Returns for 3 years | 31.24 | 8.75 | 357% |
| Returns for 5 years | 119.02 | 77.76 | 153% |
| Returns for 10 years | 82.46 | 27.00 | 305% |
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