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DFSTX vs WHGAX
DFSTX vs WHGAX Comparison
Open Charts DFSTX vs WHGAX
DFSTX vs WHGAX Comparison Chart in %
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DFSTX vs. WHGAX commentary
Sep 13, 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 DFSTX is a StrongBuy and WHGAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.4B vs. WHGAX (773M). DFSTX pays higher dividends than WHGAX: DFSTX (0.97) vs WHGAX (0.56). DFSTX was incepted earlier than WHGAX: DFSTX (35 years) vs WHGAX (7 years). WHGAX (1.18) is less costly to investors than DFSTX (0.28). WHGAX is a more actively managed with annual turnover of: 63.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than WHGAX: DFSTX (0) vs WHGAX (1000). DFSTX annual gain was more profitable for investors over the last year : 17.08 vs. WHGAX (-0.73). DFSTX return over 5 years is better than : 36.53 vs. WHGAX (6.17).
| DFSTX | WHGAX | DFSTX / WHGAX | |
| Total Expense Ratio | 0.27 | 1.04 | 26% |
| Annual Report Gross Expense Ratio | 0.28 | 1.18 | 24% |
| Fund Existence | 35 years | 7 years | - |
| Gain YTD | 16.572 | 10.137 | 163% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 773M | 2,510% |
| Annual Yield % from dividends | 0.97 | 0.56 | 174% |
| Returns for 1 year | 17.08 | -0.73 | -2,340% |
| Returns for 3 years | 53.55 | 13.46 | 398% |
| Returns for 5 years | 36.53 | 6.17 | 592% |
| Returns for 10 years | 110.94 | N/A | - |
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