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DFSTX vs WHGMX
DFSTX vs WHGMX Comparison
Open Charts DFSTX vs WHGMX
DFSTX vs WHGMX Comparison Chart in %
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DFSTX vs. WHGMX commentary
Sep 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 DFSTX is a StrongBuy and WHGMX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.5B vs. WHGMX (108M). DFSTX pays higher dividends than WHGMX: DFSTX (0.97) 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 : 21.09 vs. WHGMX (8.34). DFSTX return over 5 years is better than : 34.42 vs. WHGMX (16.37).
| 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 | 17.803 | 12.424 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.5B | 108M | 18,056% |
| Annual Yield % from dividends | 0.97 | 0.37 | 259% |
| Returns for 1 year | 21.09 | 8.34 | 253% |
| Returns for 3 years | 49.29 | 34.37 | 143% |
| Returns for 5 years | 34.42 | 16.37 | 210% |
| Returns for 10 years | 106.05 | 28.92 | 367% |
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