DVFYX
Price
$69.97
Change
+$0.07 (+0.10%)
Updated
May 9 closing price
Net Assets
1.02B
SFSLX
Price
$25.38
Change
+$0.02 (+0.08%)
Updated
May 9 closing price
Net Assets
119.25M
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DVFYX vs SFSLX

Header iconDVFYX vs SFSLX Comparison
Open Charts DVFYX vs SFSLXBanner chart's image
Davis Financial Y
Price$69.97
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets1.02B
1919 Financial Services C
Price$25.38
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets119.25M
DVFYX vs SFSLX Comparison Chart
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DVFYX vs. SFSLX commentary
May 11, 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 SFSLX is a Buy.

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FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.02B vs. SFSLX (119M). DVFYX pays higher dividends than SFSLX: DVFYX (1.72) vs SFSLX (0.00). DVFYX was incepted earlier than SFSLX: DVFYX (28 years) vs SFSLX (27 years). SFSLX (2.08) is less costly to investors than DVFYX (0.73). SFSLX is a more actively managed with annual turnover of: 4.00 vs. DVFYX (2.00). SFSLX has a lower initial minimum investment than DVFYX: SFSLX (1000) vs DVFYX (5000000). DVFYX annual gain was more profitable for investors over the last year : 18.94 vs. SFSLX (6.19). DVFYX return over 5 years is better than : 117.34 vs. SFSLX (36.38).
DVFYXSFSLXDVFYX / SFSLX
Total Expense Ratio0.732.0835%
Annual Report Gross Expense Ratio0.732.0835%
Fund Existence28 years27 years-
Gain YTD5.139-0.782-657%
Front LoadN/AN/A-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.02B119M859%
Annual Yield % from dividends1.720.00-
Returns for 1 year18.946.19306%
Returns for 3 years48.24-0.27-17,554%
Returns for 5 years117.3436.38323%
Returns for 10 years87.1939.59220%
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