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CWSIX vs DFSVX
CWSIX vs DFSVX Comparison
Open Charts CWSIX vs DFSVX
CWSIX vs DFSVX Comparison Chart in %
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CWSIX 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 CWSIX is a Hold and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.7B vs. CWSIX (44.1M). DFSVX pays higher dividends than CWSIX: DFSVX (1.51) vs CWSIX (0.83). CWSIX was incepted earlier than DFSVX: CWSIX (14 years) vs DFSVX (33 years). CWSIX (1.22) is less costly to investors than DFSVX (0.31). CWSIX is a more actively managed with annual turnover of: 56.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than CWSIX: DFSVX (0) vs CWSIX (1000). DFSVX annual gain was more profitable for investors over the last year : 37.29 vs. CWSIX (9.46). DFSVX return over 5 years is better than : 36.39 vs. CWSIX (-31.82).
| CWSIX | DFSVX | CWSIX / DFSVX | |
| Total Expense Ratio | 1.05 | 0.31 | 339% |
| Annual Report Gross Expense Ratio | 1.22 | 0.31 | 394% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 16.802 | 16.319 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.1M | 18.7B | 0% |
| Annual Yield % from dividends | 0.83 | 1.51 | 55% |
| Returns for 1 year | 9.46 | 37.29 | 25% |
| Returns for 3 years | -16.69 | 61.26 | -27% |
| Returns for 5 years | -31.82 | 36.39 | -87% |
| Returns for 10 years | -2.59 | 101.56 | -3% |
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