DVFYX
Price
$55.28
Change
+$0.26 (+0.47%)
Updated
Feb 23, 6:59 PM EST
SFSLX
Price
$23.08
Change
-$0.00 (-0.00%)
Updated
Feb 23, 6:59 PM EST
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Compare trend and price DVFYX vs SFSLX

Header iconDVFYX vs SFSLX Comparison
Open Charts DVFYX vs SFSLXBanner chart's image
Davis Financial Y
Price$55.28
Change+$0.26 (+0.47%)
VolumeN/A
CapitalizationN/A
1919 Financial Services C
Price$23.08
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DVFYX vs SFSLX Comparison Chart

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VS
DVFYX vs. SFSLX commentary
Feb 26, 2024

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.

FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 830M vs. SFSLX (116M). DVFYX pays higher dividends than SFSLX: DVFYX (2.05) vs SFSLX (0.60). DVFYX was incepted earlier than SFSLX: DVFYX (27 years) vs SFSLX (25 years). SFSLX (2.08) is less costly to investors than DVFYX (0.72). DVFYX is a more actively managed with annual turnover of: 10.00 vs. SFSLX (4.00). 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 : 6.29 vs. SFSLX (-11.35). DVFYX return over 5 years is better than : 27.04 vs. SFSLX (-2.43).
DVFYXSFSLXDVFYX / SFSLX
Total Expense Ratio0.722.0835%
Annual Report Gross Expense Ratio0.722.0835%
Fund Existence27 years25 years-
Gain YTD3.5010.918381%
Front LoadN/AN/A-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/A250-
Net Assets830M116M716%
Annual Yield % from dividends2.050.60340%
Returns for 1 year6.29-11.35-55%
Returns for 3 years14.05-17.32-81%
Returns for 5 years27.04-2.43-1,115%
Returns for 10 years55.3136.24153%
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