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DVFYX vs SFPAX
DVFYX vs SFPAX Comparison
Open Charts DVFYX vs SFPAX
Saratoga Financial Service A
Price$10.84
Change+$0.08 (+0.74%)
VolumeN/A
Net Assets995.4K
DVFYX vs SFPAX Comparison Chart in %
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DVFYX vs. SFPAX commentary
Oct 21, 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 Hold and SFPAX is a Buy.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.14B vs. SFPAX (995K). DVFYX pays higher dividends than SFPAX: DVFYX (1.47) vs SFPAX (0.00). DVFYX was incepted earlier than SFPAX: DVFYX (29 years) vs SFPAX (25 years). SFPAX (4.23) is less costly to investors than DVFYX (0.71). SFPAX is a more actively managed with annual turnover of: 32.00 vs. DVFYX (2.00). SFPAX has a lower initial minimum investment than DVFYX: SFPAX (250) vs DVFYX (5000000). DVFYX annual gain was more profitable for investors over the last year : 14.58 vs. SFPAX (0.93). DVFYX return over 5 years is better than : 111.98 vs. SFPAX (51.61).
| DVFYX | SFPAX | DVFYX / SFPAX | |
| Total Expense Ratio | 0.71 | 4.23 | 17% |
| Annual Report Gross Expense Ratio | 0.71 | 4.23 | 17% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 16.198 | 5.345 | 303% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 995K | 114,070% |
| Annual Yield % from dividends | 1.47 | 0.00 | - |
| Returns for 1 year | 14.58 | 0.93 | 1,566% |
| Returns for 3 years | 71.80 | 29.51 | 243% |
| Returns for 5 years | 111.98 | 51.61 | 217% |
| Returns for 10 years | 111.06 | 32.68 | 340% |
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