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DFSTX vs WHGMX
DFSTX vs WHGMX Comparison
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DFSTX vs WHGMX Comparison Chart in %
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DFSTX vs. WHGMX commentary
Jul 05, 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 Hold and WHGMX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.9B vs. WHGMX (113M). DFSTX pays higher dividends than WHGMX: DFSTX (0.95) vs WHGMX (0.36). 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 : 26.22 vs. WHGMX (16.83). DFSTX return over 5 years is better than : 36.47 vs. WHGMX (24.01).
| 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 | 18.322 | 16.891 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 113M | 17,611% |
| Annual Yield % from dividends | 0.95 | 0.36 | 265% |
| Returns for 1 year | 26.22 | 16.83 | 156% |
| Returns for 3 years | 53.16 | 44.13 | 120% |
| Returns for 5 years | 36.47 | 24.01 | 152% |
| Returns for 10 years | 122.22 | 41.12 | 297% |
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