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DFSTX vs WMCVX
DFSTX vs WMCVX Comparison
Open Charts DFSTX vs WMCVX
DFSTX vs WMCVX Comparison Chart in %
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DFSTX vs. WMCVX commentary
Sep 20, 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 WMCVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.1B vs. WMCVX (1.25B). DFSTX pays higher dividends than WMCVX: DFSTX (0.97) vs WMCVX (0.00). DFSTX was incepted earlier than WMCVX: DFSTX (35 years) vs WMCVX (29 years). WMCVX (1.17) is less costly to investors than DFSTX (0.28). WMCVX is a more actively managed with annual turnover of: 65.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than WMCVX: DFSTX (0) vs WMCVX (2000). DFSTX annual gain was more profitable for investors over the last year : 14.53 vs. WMCVX (-3.66). DFSTX return over 5 years is better than : 34.08 vs. WMCVX (-9.47).
| DFSTX | WMCVX | DFSTX / WMCVX | |
| Total Expense Ratio | 0.27 | 1.17 | 23% |
| Annual Report Gross Expense Ratio | 0.28 | 1.17 | 24% |
| Fund Existence | 35 years | 29 years | - |
| Gain YTD | 14.553 | 8.817 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 1.25B | 1,523% |
| Annual Yield % from dividends | 0.97 | 0.00 | - |
| Returns for 1 year | 14.53 | -3.66 | -397% |
| Returns for 3 years | 52.12 | 5.81 | 897% |
| Returns for 5 years | 34.08 | -9.47 | -360% |
| Returns for 10 years | 106.13 | 51.05 | 208% |
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