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AVFIX vs DFSVX
AVFIX vs DFSVX Comparison
Open Charts AVFIX vs DFSVX
AVFIX vs DFSVX Comparison Chart in %
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AVFIX vs. DFSVX commentary
Aug 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 AVFIX is a Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.7B vs. AVFIX (3.75B). DFSVX pays higher dividends than AVFIX: DFSVX (1.50) vs AVFIX (0.93). AVFIX was incepted earlier than DFSVX: AVFIX (28 years) vs DFSVX (34 years). AVFIX (0.82) is less costly to investors than DFSVX (0.31). AVFIX is a more actively managed with annual turnover of: 75.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than AVFIX: DFSVX (0) vs AVFIX (250000). DFSVX annual gain was more profitable for investors over the last year : 31.52 vs. AVFIX (24.28). DFSVX return over 5 years is better than : 54.66 vs. AVFIX (7.41).
| AVFIX | DFSVX | AVFIX / DFSVX | |
| Total Expense Ratio | 0.82 | 0.31 | 265% |
| Annual Report Gross Expense Ratio | 0.82 | 0.31 | 265% |
| Fund Existence | 28 years | 34 years | - |
| Gain YTD | 28.602 | 23.034 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 19.7B | 19% |
| Annual Yield % from dividends | 0.93 | 1.50 | 62% |
| Returns for 1 year | 24.28 | 31.52 | 77% |
| Returns for 3 years | 31.57 | 61.32 | 51% |
| Returns for 5 years | 7.41 | 54.66 | 14% |
| Returns for 10 years | 29.64 | 101.85 | 29% |
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