BRUSX
Price
$34.81
Change
+$0.51 (+1.49%)
Updated
Jun 18 closing price
Net Assets
93.67M
DFSVX
Price
$59.98
Change
+$0.57 (+0.96%)
Updated
Jun 18 closing price
Net Assets
18.73B
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BRUSX vs DFSVX

BRUSX vs DFSVX Comparison Chart in %
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BRUSX vs. DFSVX commentary
Jun 19, 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 BRUSX is a Hold and DFSVX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.7B vs. BRUSX (93.7M). DFSVX pays higher dividends than BRUSX: DFSVX (1.51) vs BRUSX (0.28). BRUSX was incepted earlier than DFSVX: BRUSX (32 years) vs DFSVX (33 years). BRUSX (1.21) is less costly to investors than DFSVX (0.31). BRUSX is a more actively managed with annual turnover of: 65.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than BRUSX: DFSVX (0) vs BRUSX (2000). DFSVX annual gain was more profitable for investors over the last year : 33.77 vs. BRUSX (13.32). DFSVX return over 5 years is better than : 44.55 vs. BRUSX (-22.84).
BRUSXDFSVXBRUSX / DFSVX
Total Expense Ratio1.210.31390%
Annual Report Gross Expense Ratio1.210.31390%
Fund Existence32 years33 years-
Gain YTD7.65915.46450%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets93.7M18.7B1%
Annual Yield % from dividends0.281.5119%
Returns for 1 year13.3233.7739%
Returns for 3 years25.6855.4146%
Returns for 5 years-22.8444.55-51%
Returns for 10 years41.26102.8240%
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