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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
Aug 23, 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 WHGSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.9B vs. WHGSX (844M). DFSTX pays higher dividends than WHGSX: DFSTX (0.97) vs WHGSX (0.65). DFSTX was incepted earlier than WHGSX: DFSTX (34 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 : 26.64 vs. WHGSX (7.62). DFSTX return over 5 years is better than : 42.22 vs. WHGSX (11.18).
| DFSTX | WHGSX | DFSTX / WHGSX | |
| Total Expense Ratio | 0.27 | 0.92 | 29% |
| Annual Report Gross Expense Ratio | 0.28 | 1.06 | 26% |
| Fund Existence | 34 years | 19 years | - |
| Gain YTD | 20.091 | 15.131 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 844M | 2,358% |
| Annual Yield % from dividends | 0.97 | 0.65 | 149% |
| Returns for 1 year | 26.64 | 7.62 | 349% |
| Returns for 3 years | 57.96 | 18.87 | 307% |
| Returns for 5 years | 42.22 | 11.18 | 378% |
| Returns for 10 years | 111.33 | 62.30 | 179% |
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