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AFDVX vs DFSVX
AFDVX vs DFSVX Comparison
Open Charts AFDVX vs DFSVX
AFDVX vs DFSVX Comparison Chart in %
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AFDVX vs. DFSVX commentary
Jun 24, 2026
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 AFDVX is a Buy and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.9B vs. AFDVX (1.02B). DFSVX pays higher dividends than AFDVX: DFSVX (1.51) vs AFDVX (0.43). AFDVX was incepted earlier than DFSVX: AFDVX (11 years) vs DFSVX (33 years). AFDVX (1.68) is less costly to investors than DFSVX (0.31). AFDVX is a more actively managed with annual turnover of: 37.29 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than AFDVX: DFSVX (0) vs AFDVX (1000). DFSVX annual gain was more profitable for investors over the last year : 34.64 vs. AFDVX (24.58). AFDVX return over 5 years is better than : 52.20 vs. DFSVX (42.04).
| AFDVX | DFSVX | AFDVX / DFSVX | |
| Total Expense Ratio | 1.08 | 0.31 | 348% |
| Annual Report Gross Expense Ratio | 1.68 | 0.31 | 542% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 14.106 | 16.824 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 18.9B | 5% |
| Annual Yield % from dividends | 0.43 | 1.51 | 28% |
| Returns for 1 year | 24.58 | 34.64 | 71% |
| Returns for 3 years | 54.74 | 61.14 | 90% |
| Returns for 5 years | 52.20 | 42.04 | 124% |
| Returns for 10 years | 216.22 | 109.08 | 198% |
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