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AVUVX vs DFSVX
AVUVX vs DFSVX Comparison
Open Charts AVUVX vs DFSVX
AVUVX vs DFSVX Comparison Chart in %
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AVUVX vs. DFSVX commentary
Jun 03, 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 AVUVX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.7B vs. AVUVX (1.75B). DFSVX pays higher dividends than AVUVX: DFSVX (1.51) vs AVUVX (1.28). AVUVX was incepted earlier than DFSVX: AVUVX (7 years) vs DFSVX (33 years). DFSVX (0.31) is less costly to investors than AVUVX (0.25). AVUVX is a more actively managed with annual turnover of: 20.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than AVUVX: DFSVX (0) vs AVUVX (5000000). DFSVX annual gain was more profitable for investors over the last year : 37.29 vs. AVUVX (33.04). AVUVX return over 5 years is better than : 40.25 vs. DFSVX (36.39).
| AVUVX | DFSVX | AVUVX / DFSVX | |
| Total Expense Ratio | 0.25 | 0.31 | 81% |
| Annual Report Gross Expense Ratio | 0.25 | 0.31 | 81% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 18.386 | 16.319 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 18.7B | 9% |
| Annual Yield % from dividends | 1.28 | 1.51 | 85% |
| Returns for 1 year | 33.04 | 37.29 | 89% |
| Returns for 3 years | 58.23 | 61.26 | 95% |
| Returns for 5 years | 40.25 | 36.39 | 111% |
| Returns for 10 years | N/A | 101.56 | - |
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