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DFSVX vs HRVIX
DFSVX vs HRVIX Comparison
Open Charts DFSVX vs HRVIX
DFSVX vs HRVIX Comparison Chart in %
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DFSVX vs. HRVIX commentary
Jun 04, 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 DFSVX is a Buy and HRVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.7B vs. HRVIX (321M). DFSVX pays higher dividends than HRVIX: DFSVX (1.51) vs HRVIX (0.53). DFSVX was incepted earlier than HRVIX: DFSVX (33 years) vs HRVIX (33 years). HRVIX (1.22) is less costly to investors than DFSVX (0.31). HRVIX is a more actively managed with annual turnover of: 67.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than HRVIX: DFSVX (0) vs HRVIX (1000). DFSVX annual gain was more profitable for investors over the last year : 37.29 vs. HRVIX (31.84). DFSVX return over 5 years is better than : 36.39 vs. HRVIX (-15.47).
| DFSVX | HRVIX | DFSVX / HRVIX | |
| Total Expense Ratio | 0.31 | 1.22 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.22 | 25% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 16.319 | 16.727 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 321M | 5,826% |
| Annual Yield % from dividends | 1.51 | 0.53 | 286% |
| Returns for 1 year | 37.29 | 31.84 | 117% |
| Returns for 3 years | 61.26 | 18.37 | 333% |
| Returns for 5 years | 36.39 | -15.47 | -235% |
| Returns for 10 years | 101.56 | 84.51 | 120% |
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