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DVFYX vs SFPIX
DVFYX vs SFPIX Comparison
Open Charts DVFYX vs SFPIX
Saratoga Financial Services I
Price$12.48
Change+$0.10 (+0.81%)
VolumeN/A
Net Assets989.15K
DVFYX vs SFPIX Comparison Chart in %
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DVFYX vs. SFPIX commentary
Oct 19, 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 SFPIX is a Buy.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.14B vs. SFPIX (989K). DVFYX pays higher dividends than SFPIX: DVFYX (1.47) 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 : 14.58 vs. SFPIX (2.04). DVFYX return over 5 years is better than : 111.98 vs. SFPIX (58.98).
| 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 | 16.198 | 5.673 | 286% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 989K | 114,762% |
| Annual Yield % from dividends | 1.47 | 0.00 | - |
| Returns for 1 year | 14.58 | 2.04 | 713% |
| Returns for 3 years | 71.80 | 33.48 | 214% |
| Returns for 5 years | 111.98 | 58.98 | 190% |
| Returns for 10 years | 111.06 | 44.28 | 251% |
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