Interact to see
Advertisement
Advertisement
DFSTX vs WHGMX
DFSTX vs WHGMX Comparison
Open Charts DFSTX vs WHGMX
DFSTX vs WHGMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSTX vs. WHGMX commentary
Jun 14, 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 Buy and WHGMX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.7B vs. WHGMX (111M). DFSTX pays higher dividends than WHGMX: DFSTX (0.95) vs WHGMX (0.37). DFSTX was incepted earlier than WHGMX: DFSTX (34 years) vs WHGMX (21 years). WHGMX (1.07) is less costly to investors than DFSTX (0.28). WHGMX is a more actively managed with annual turnover of: 66.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than WHGMX: DFSTX (0) vs WHGMX (100000). DFSTX annual gain was more profitable for investors over the last year : 30.03 vs. WHGMX (20.73). DFSTX return over 5 years is better than : 32.64 vs. WHGMX (19.96).
| DFSTX | WHGMX | DFSTX / WHGMX | |
| Total Expense Ratio | 0.27 | 0.85 | 32% |
| Annual Report Gross Expense Ratio | 0.28 | 1.07 | 26% |
| Fund Existence | 34 years | 21 years | - |
| Gain YTD | 16.856 | 16.524 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 111M | 17,748% |
| Annual Yield % from dividends | 0.95 | 0.37 | 255% |
| Returns for 1 year | 30.03 | 20.73 | 145% |
| Returns for 3 years | 52.63 | 46.69 | 113% |
| Returns for 5 years | 32.64 | 19.96 | 164% |
| Returns for 10 years | 119.99 | 42.24 | 284% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers