RPFGX
Price
$52.71
Change
-$0.37 (-0.70%)
Updated
Feb 26, 6:59 PM EST
SFSLX
Price
$22.98
Change
-$0.10 (-0.43%)
Updated
Feb 26, 6:59 PM EST
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Compare trend and price RPFGX vs SFSLX

Header iconRPFGX vs SFSLX Comparison
Open Charts RPFGX vs SFSLXBanner chart's image
Davis Financial A
Price$52.71
Change-$0.37 (-0.70%)
VolumeN/A
CapitalizationN/A
1919 Financial Services C
Price$22.98
Change-$0.10 (-0.43%)
VolumeN/A
CapitalizationN/A
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RPFGX vs SFSLX Comparison Chart

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VS
RPFGX vs. SFSLX commentary
Feb 27, 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 RPFGX is a Hold and SFSLX is a Buy.

FUNDAMENTALS
Fundamentals
RPFGX has more cash in the bank: 824M vs. SFSLX (116M). RPFGX pays higher dividends than SFSLX: RPFGX (1.85) vs SFSLX (0.60). RPFGX was incepted earlier than SFSLX: RPFGX (33 years) vs SFSLX (25 years). SFSLX (2.08) is less costly to investors than RPFGX (0.95). RPFGX is a more actively managed with annual turnover of: 10.00 vs. SFSLX (4.00). RPFGX (1000) and SFSLX (1000) have matching initial minimum investment requirements. RPFGX IRA initial investment is lower compared to SFSLX: RPFGX (1000) vs SFSLX (250). RPFGX annual gain was more profitable for investors over the last year : 5.03 vs. SFSLX (-11.74). RPFGX return over 5 years is better than : 23.26 vs. SFSLX (-2.73).
RPFGXSFSLXRPFGX / SFSLX
Total Expense Ratio0.952.0846%
Annual Report Gross Expense Ratio0.952.0846%
Fund Existence33 years25 years-
Gain YTD2.7490.481571%
Front Load5%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRA1000250400%
Net Assets824M116M710%
Annual Yield % from dividends1.850.60308%
Returns for 1 year5.03-11.74-43%
Returns for 3 years13.87-16.49-84%
Returns for 5 years23.26-2.73-853%
Returns for 10 years48.3433.85143%
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