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DFSVX vs HWSAX
DFSVX vs HWSAX Comparison
Open Charts DFSVX vs HWSAX
DFSVX vs HWSAX Comparison Chart in %
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DFSVX vs. HWSAX commentary
Jul 11, 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 Hold and HWSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.9B vs. HWSAX (830M). DFSVX pays higher dividends than HWSAX: DFSVX (1.54) vs HWSAX (0.59). DFSVX was incepted earlier than HWSAX: DFSVX (33 years) vs HWSAX (26 years). HWSAX (1.20) is less costly to investors than DFSVX (0.31). HWSAX is a more actively managed with annual turnover of: 41.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than HWSAX: DFSVX (0) vs HWSAX (2500). DFSVX annual gain was more profitable for investors over the last year : 26.20 vs. HWSAX (18.41). DFSVX return over 5 years is better than : 45.80 vs. HWSAX (33.32).
| DFSVX | HWSAX | DFSVX / HWSAX | |
| Total Expense Ratio | 0.31 | 1.20 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.20 | 26% |
| Fund Existence | 33 years | 26 years | - |
| Gain YTD | 18.642 | 18.797 | 99% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 830M | 2,277% |
| Annual Yield % from dividends | 1.54 | 0.59 | 259% |
| Returns for 1 year | 26.20 | 18.41 | 142% |
| Returns for 3 years | 54.88 | 26.51 | 207% |
| Returns for 5 years | 45.80 | 33.32 | 137% |
| Returns for 10 years | 99.20 | 88.93 | 112% |
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