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DVFYX vs SFPIX
DVFYX vs SFPIX Comparison
Open Charts DVFYX vs SFPIX
Saratoga Financial Services I
Price$12.66
Change+$0.11 (+0.88%)
VolumeN/A
Net Assets1.28M
DVFYX vs SFPIX Comparison Chart in %
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DVFYX vs. SFPIX commentary
Jul 16, 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: 1.13B vs. SFPIX (1.28M). 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 : 24.60 vs. SFPIX (16.31). DVFYX return over 5 years is better than : 114.49 vs. SFPIX (63.62).
| 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 | 13.584 | 6.266 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 1.28M | 88,567% |
| Annual Yield % from dividends | 1.54 | 0.00 | - |
| Returns for 1 year | 24.60 | 16.31 | 151% |
| Returns for 3 years | 68.33 | 36.41 | 188% |
| Returns for 5 years | 114.49 | 63.62 | 180% |
| Returns for 10 years | 93.36 | 33.51 | 279% |
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