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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
Jun 15, 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 WHGSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.7B vs. WHGSX (891M). DFSTX pays higher dividends than WHGSX: DFSTX (0.95) vs WHGSX (0.69). 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 : 30.03 vs. WHGSX (12.24). DFSTX return over 5 years is better than : 32.64 vs. WHGSX (2.80).
| 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 | 16.856 | 14.293 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 891M | 2,211% |
| Annual Yield % from dividends | 0.95 | 0.69 | 139% |
| Returns for 1 year | 30.03 | 12.24 | 245% |
| Returns for 3 years | 52.63 | 16.18 | 325% |
| Returns for 5 years | 32.64 | 2.80 | 1,166% |
| Returns for 10 years | 119.99 | 75.85 | 158% |
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