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DFSVX vs HWSIX
DFSVX vs HWSIX Comparison
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DFSVX vs HWSIX Comparison Chart in %
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DFSVX vs. HWSIX 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 DFSVX is a Hold and HWSIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.7B vs. HWSIX (896M). DFSVX pays higher dividends than HWSIX: DFSVX (1.50) vs HWSIX (0.80). DFSVX was incepted earlier than HWSIX: DFSVX (34 years) vs HWSIX (41 years). HWSIX (1.06) is less costly to investors than DFSVX (0.31). HWSIX is a more actively managed with annual turnover of: 41.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than HWSIX: DFSVX (0) vs HWSIX (250000). DFSVX (31.52) and HWSIX (30.77) have marching annual gain over last year. DFSVX (54.66) and HWSIX (53.06) have equivalent 5 years return.
| DFSVX | HWSIX | DFSVX / HWSIX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.06 | 29% |
| Fund Existence | 34 years | 41 years | - |
| Gain YTD | 23.034 | 29.274 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 896M | 2,199% |
| Annual Yield % from dividends | 1.50 | 0.80 | 187% |
| Returns for 1 year | 31.52 | 30.77 | 102% |
| Returns for 3 years | 61.32 | 40.81 | 150% |
| Returns for 5 years | 54.66 | 53.06 | 103% |
| Returns for 10 years | 101.85 | 104.52 | 97% |
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