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
Aug 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: 20.3B vs. WHGMX (115M). 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 : 26.04 vs. WHGMX (13.12). DFSTX return over 5 years is better than : 41.35 vs. WHGMX (23.82).
| 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 | 22.111 | 17.870 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3B | 115M | 17,652% |
| Annual Yield % from dividends | 0.97 | 0.37 | 263% |
| Returns for 1 year | 26.04 | 13.12 | 198% |
| Returns for 3 years | 55.37 | 42.40 | 131% |
| Returns for 5 years | 41.35 | 23.82 | 174% |
| Returns for 10 years | 116.33 | 37.40 | 311% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TEURX | 35.61 | 0.02 | +0.06% |
| Franklin Mutual International Value C | |||
| VWIAX | 63.42 | N/A | N/A |
| Vanguard Wellesley® Income Admiral™ | |||
| FSDAX | 30.52 | N/A | N/A |
| Fidelity Select Defense & Aerospace | |||
| RWSIX | 17.76 | N/A | N/A |
| Redwood Systematic Macro Trnd (SMarT) I | |||
| SPUSX | 17.85 | N/A | N/A |
| Symmetry Panoramic US Equity I | |||