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DVFYX vs SFPIX
DVFYX vs SFPIX Comparison
Open Charts DVFYX vs SFPIX
Saratoga Financial Services I
Price$12.49
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.06M
DVFYX vs SFPIX Comparison Chart in %
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DVFYX vs. SFPIX commentary
Aug 12, 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: 1.11B vs. SFPIX (1.06M). DVFYX pays higher dividends than SFPIX: DVFYX (1.54) vs SFPIX (0.00). DVFYX was incepted earlier than SFPIX: DVFYX (28 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 : 28.25 vs. SFPIX (16.71). DVFYX return over 5 years is better than : 104.80 vs. SFPIX (56.45).
| 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 | 23 years | - |
| Gain YTD | 14.125 | 5.843 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 1.06M | 105,000% |
| Annual Yield % from dividends | 1.54 | 0.00 | - |
| Returns for 1 year | 28.25 | 16.71 | 169% |
| Returns for 3 years | 54.60 | 21.83 | 250% |
| Returns for 5 years | 104.80 | 56.45 | 186% |
| Returns for 10 years | 96.21 | 34.99 | 275% |