DFFVX
Price
$43.30
Change
-$0.06 (-0.14%)
Updated
Jul 2 closing price
Net Assets
16.35B
WBVRX
Price
$36.44
Change
-$0.16 (-0.44%)
Updated
Jul 2 closing price
Net Assets
965.96M
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DFFVX vs WBVRX

DFFVX vs WBVRX Comparison Chart in %
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DFFVX vs. WBVRX commentary
Jul 04, 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 DFFVX is a Buy and WBVRX is a Buy.

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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 16.3B vs. WBVRX (966M). DFFVX pays higher dividends than WBVRX: DFFVX (1.51) vs WBVRX (0.73). DFFVX was incepted earlier than WBVRX: DFFVX (26 years) vs WBVRX (5 years). WBVRX (0.80) is less costly to investors than DFFVX (0.30). WBVRX is a more actively managed with annual turnover of: 37.00 vs. DFFVX (10.00). DFFVX has a lower initial minimum investment than WBVRX: DFFVX (0) vs WBVRX (1000000). WBVRX (27.64) and DFFVX (27.01) have marching annual gain over last year. WBVRX return over 5 years is better than : 127.32 vs. DFFVX (50.78).
DFFVXWBVRXDFFVX / WBVRX
Total Expense Ratio0.290.8036%
Annual Report Gross Expense Ratio0.300.8037%
Fund Existence26 years5 years-
Gain YTD18.04422.32381%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.3B966M1,687%
Annual Yield % from dividends1.510.73208%
Returns for 1 year27.0127.6498%
Returns for 3 years57.3331.36183%
Returns for 5 years50.78127.3240%
Returns for 10 years127.72N/A-
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