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AUERX vs DFSVX
AUERX vs DFSVX Comparison
Open Charts AUERX vs DFSVX
AUERX vs DFSVX Comparison Chart in %
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AUERX vs. DFSVX commentary
Jun 27, 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 AUERX is a StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.2B vs. AUERX (76M). DFSVX pays higher dividends than AUERX: DFSVX (1.51) vs AUERX (0.06). AUERX was incepted earlier than DFSVX: AUERX (19 years) vs DFSVX (33 years). AUERX (2.05) is less costly to investors than DFSVX (0.31). AUERX is a more actively managed with annual turnover of: 109.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than AUERX: DFSVX (0) vs AUERX (2000). DFSVX annual gain was more profitable for investors over the last year : 35.42 vs. AUERX (26.14). AUERX return over 5 years is better than : 63.00 vs. DFSVX (41.87).
| AUERX | DFSVX | AUERX / DFSVX | |
| Total Expense Ratio | 2.05 | 0.31 | 661% |
| Annual Report Gross Expense Ratio | 2.05 | 0.31 | 661% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 12.172 | 18.593 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76M | 19.2B | 0% |
| Annual Yield % from dividends | 0.06 | 1.51 | 4% |
| Returns for 1 year | 26.14 | 35.42 | 74% |
| Returns for 3 years | 38.73 | 62.62 | 62% |
| Returns for 5 years | 63.00 | 41.87 | 150% |
| Returns for 10 years | 206.80 | 120.32 | 172% |
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