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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
Aug 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 Hold and DFSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.5B vs. AVUVX (1.93B). DFSVX pays higher dividends than AVUVX: DFSVX (1.50) vs AVUVX (1.23). 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 : 34.39 vs. AVUVX (31.07). AVUVX return over 5 years is better than : 55.75 vs. DFSVX (50.66).
| 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 | 23.631 | 21.336 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 19.5B | 10% |
| Annual Yield % from dividends | 1.23 | 1.50 | 82% |
| Returns for 1 year | 31.07 | 34.39 | 90% |
| Returns for 3 years | 46.27 | 50.37 | 92% |
| Returns for 5 years | 55.75 | 50.66 | 110% |
| Returns for 10 years | N/A | 107.71 | - |
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