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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
Sep 23, 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 Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.5B vs. AFDVX (1.02B). DFSVX pays higher dividends than AFDVX: DFSVX (1.50) vs AFDVX (0.41). AFDVX was incepted earlier than DFSVX: AFDVX (11 years) vs DFSVX (34 years). AFDVX (1.65) is less costly to investors than DFSVX (0.31). AFDVX is a more actively managed with annual turnover of: 38.70 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 : 22.03 vs. AFDVX (9.16). AFDVX (52.00) and DFSVX (49.80) have equivalent 5 years return.
| AFDVX | DFSVX | AFDVX / DFSVX | |
| Total Expense Ratio | 1.08 | 0.31 | 348% |
| Annual Report Gross Expense Ratio | 1.65 | 0.31 | 532% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 12.804 | 19.169 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 19.5B | 5% |
| Annual Yield % from dividends | 0.41 | 1.50 | 27% |
| Returns for 1 year | 9.16 | 22.03 | 42% |
| Returns for 3 years | 49.45 | 60.23 | 82% |
| Returns for 5 years | 52.00 | 49.80 | 104% |
| Returns for 10 years | 183.30 | 97.15 | 189% |
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