Interact to see
Advertisement
Advertisement
DFSVX vs HWSIX
DFSVX vs HWSIX Comparison
Open Charts DFSVX vs HWSIX
DFSVX vs HWSIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. HWSIX commentary
Jun 24, 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: 18.9B vs. HWSIX (795M). DFSVX pays higher dividends than HWSIX: DFSVX (1.51) vs HWSIX (0.87). DFSVX was incepted earlier than HWSIX: DFSVX (33 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 annual gain was more profitable for investors over the last year : 34.64 vs. HWSIX (23.92). DFSVX return over 5 years is better than : 42.04 vs. HWSIX (30.25).
| DFSVX | HWSIX | DFSVX / HWSIX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.06 | 29% |
| Fund Existence | 33 years | 41 years | - |
| Gain YTD | 16.824 | 15.439 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 795M | 2,377% |
| Annual Yield % from dividends | 1.51 | 0.87 | 173% |
| Returns for 1 year | 34.64 | 23.92 | 145% |
| Returns for 3 years | 61.14 | 32.31 | 189% |
| Returns for 5 years | 42.04 | 30.25 | 139% |
| Returns for 10 years | 109.08 | 98.45 | 111% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JDEUX | 51.78 | N/A | N/A |
| JPMorgan US Research Enhanced Equity R6 | |||
| LADQX | 30.59 | N/A | N/A |
| Lord Abbett Developing Growth R2 | |||
| BKRDX | 8.73 | N/A | N/A |
| iShares Developed Real Estate Idx K | |||
| BMICX | 9.66 | -0.03 | -0.31% |
| BlackRock Managed Income Investor C | |||
| USLUX | 20.84 | -0.48 | -2.25% |
| US Global Investors Global Luxury Goods | |||