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CSMIX vs DFSVX
CSMIX vs DFSVX Comparison
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CSMIX vs DFSVX Comparison Chart in %
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CSMIX vs. DFSVX commentary
Jun 12, 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 CSMIX is a Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19B vs. CSMIX (2.34B). CSMIX pays higher dividends than DFSVX: CSMIX (1.85) vs DFSVX (1.51). CSMIX was incepted earlier than DFSVX: CSMIX (40 years) vs DFSVX (33 years). CSMIX (1.23) is less costly to investors than DFSVX (0.31). CSMIX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than CSMIX: DFSVX (0) vs CSMIX (2000). DFSVX annual gain was more profitable for investors over the last year : 31.22 vs. CSMIX (19.32). DFSVX return over 5 years is better than : 35.89 vs. CSMIX (-0.83).
| CSMIX | DFSVX | CSMIX / DFSVX | |
| Total Expense Ratio | 1.20 | 0.31 | 387% |
| Annual Report Gross Expense Ratio | 1.23 | 0.31 | 397% |
| Fund Existence | 40 years | 33 years | - |
| Gain YTD | 14.230 | 15.892 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 19B | 12% |
| Annual Yield % from dividends | 1.85 | 1.51 | 123% |
| Returns for 1 year | 19.32 | 31.22 | 62% |
| Returns for 3 years | 26.60 | 56.77 | 47% |
| Returns for 5 years | -0.83 | 35.89 | -2% |
| Returns for 10 years | 37.00 | 100.07 | 37% |
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