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DVFYX vs SFPIX
DVFYX vs SFPIX Comparison
Open Charts DVFYX vs SFPIX
Saratoga Financial Services I
Price$12.98
Change+$0.11 (+0.85%)
VolumeN/A
Net Assets1.01M
DVFYX vs SFPIX Comparison Chart in %
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DVFYX vs. SFPIX commentary
Nov 14, 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 SFPIX is a Buy.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.17B vs. SFPIX (1.01M). DVFYX pays higher dividends than SFPIX: DVFYX (1.48) vs SFPIX (0.00). DVFYX was incepted earlier than SFPIX: DVFYX (29 years) vs SFPIX (23 years). SFPIX (3.88) is less costly to investors than DVFYX (0.71). SFPIX is a more actively managed with annual turnover of: 32.00 vs. DVFYX (2.00). SFPIX has a lower initial minimum investment than DVFYX: SFPIX (250) vs DVFYX (5000000). DVFYX annual gain was more profitable for investors over the last year : 16.95 vs. SFPIX (1.25). DVFYX return over 5 years is better than : 101.28 vs. SFPIX (53.43).
| DVFYX | SFPIX | DVFYX / SFPIX | |
| Total Expense Ratio | 0.71 | 3.88 | 18% |
| Annual Report Gross Expense Ratio | 0.71 | 3.88 | 18% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 23.186 | 9.907 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 1.01M | 115,286% |
| Annual Yield % from dividends | 1.48 | 0.00 | - |
| Returns for 1 year | 16.95 | 1.25 | 1,358% |
| Returns for 3 years | 65.29 | 25.53 | 256% |
| Returns for 5 years | 101.28 | 53.43 | 190% |
| Returns for 10 years | 122.56 | 48.68 | 252% |
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