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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
Sep 11, 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: 19.8B vs. CWSIX (44.6M). DFSVX pays higher dividends than CWSIX: DFSVX (1.50) vs CWSIX (0.79). CWSIX was incepted earlier than DFSVX: CWSIX (14 years) vs DFSVX (34 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 : 24.71 vs. CWSIX (1.55). DFSVX return over 5 years is better than : 51.67 vs. CWSIX (-24.65).
| 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 | 34 years | - |
| Gain YTD | 21.104 | 21.375 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.6M | 19.8B | 0% |
| Annual Yield % from dividends | 0.79 | 1.50 | 53% |
| Returns for 1 year | 1.55 | 24.71 | 6% |
| Returns for 3 years | -15.19 | 59.65 | -25% |
| Returns for 5 years | -24.65 | 51.67 | -48% |
| Returns for 10 years | -4.42 | 101.10 | -4% |
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