DVFYX
Price
$77.66
Change
+$0.26 (+0.34%)
Updated
Jul 25 closing price
Net Assets
1.14B
FIKBX
Price
$40.07
Change
+$0.25 (+0.63%)
Updated
Jul 25 closing price
Net Assets
690.98M
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DVFYX vs FIKBX

Header iconDVFYX vs FIKBX Comparison
Open Charts DVFYX vs FIKBXBanner chart's image
Davis Financial Y
Price$77.66
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets1.14B
Fidelity Advisor Financials Z
Price$40.07
Change+$0.25 (+0.63%)
VolumeN/A
Net Assets690.98M
DVFYX vs FIKBX Comparison Chart in %
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DVFYX vs. FIKBX commentary
Jul 28, 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 FIKBX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.14B vs. FIKBX (691M). DVFYX pays higher dividends than FIKBX: DVFYX (1.54) vs FIKBX (1.44). DVFYX was incepted earlier than FIKBX: DVFYX (28 years) vs FIKBX (7 years). DVFYX (0.71) is less costly to investors than FIKBX (0.60). FIKBX is a more actively managed with annual turnover of: 44.00 vs. DVFYX (2.00). FIKBX has a lower initial minimum investment than DVFYX: FIKBX (0) vs DVFYX (5000000). DVFYX annual gain was more profitable for investors over the last year : 27.17 vs. FIKBX (21.53). FIKBX return over 5 years is better than : 137.18 vs. DVFYX (118.72).
DVFYXFIKBXDVFYX / FIKBX
Total Expense Ratio0.710.60118%
Annual Report Gross Expense Ratio0.710.60118%
Fund Existence28 years7 years-
Gain YTD16.69410.477159%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.14B691M165%
Annual Yield % from dividends1.541.44107%
Returns for 1 year27.1721.53126%
Returns for 3 years68.8962.01111%
Returns for 5 years118.72137.1887%
Returns for 10 years102.21N/A-
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