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DFSTX vs WHGSX
DFSTX vs WHGSX Comparison
Open Charts DFSTX vs WHGSX
DFSTX vs WHGSX Comparison Chart in %
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DFSTX vs. WHGSX 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 WHGSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.4B vs. WHGSX (773M). DFSTX pays higher dividends than WHGSX: DFSTX (0.97) vs WHGSX (0.67). DFSTX was incepted earlier than WHGSX: DFSTX (35 years) vs WHGSX (19 years). WHGSX (1.06) is less costly to investors than DFSTX (0.28). WHGSX is a more actively managed with annual turnover of: 63.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than WHGSX: DFSTX (0) vs WHGSX (100000). DFSTX annual gain was more profitable for investors over the last year : 17.08 vs. WHGSX (-0.60). DFSTX return over 5 years is better than : 36.53 vs. WHGSX (6.89).
| DFSTX | WHGSX | DFSTX / WHGSX | |
| Total Expense Ratio | 0.27 | 0.92 | 29% |
| Annual Report Gross Expense Ratio | 0.28 | 1.06 | 26% |
| Fund Existence | 35 years | 19 years | - |
| Gain YTD | 16.572 | 10.209 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 773M | 2,510% |
| Annual Yield % from dividends | 0.97 | 0.67 | 145% |
| Returns for 1 year | 17.08 | -0.60 | -2,859% |
| Returns for 3 years | 53.55 | 13.91 | 385% |
| Returns for 5 years | 36.53 | 6.89 | 530% |
| Returns for 10 years | 110.94 | 58.38 | 190% |
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