Interact to see
Advertisement
Advertisement
DFSVX vs HWSZX
DFSVX vs HWSZX Comparison
Open Charts DFSVX vs HWSZX
DFSVX vs HWSZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. HWSZX 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 HWSZX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.7B vs. HWSZX (896M). DFSVX pays higher dividends than HWSZX: DFSVX (1.50) vs HWSZX (0.96). DFSVX was incepted earlier than HWSZX: DFSVX (34 years) vs HWSZX (7 years). HWSZX (0.89) is less costly to investors than DFSVX (0.31). HWSZX is a more actively managed with annual turnover of: 41.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than HWSZX: DFSVX (0) vs HWSZX (1000000). DFSVX (31.52) and HWSZX (30.92) have marching annual gain over last year. DFSVX (54.66) and HWSZX (53.76) have equivalent 5 years return.
| DFSVX | HWSZX | DFSVX / HWSZX | |
| Total Expense Ratio | 0.31 | 0.89 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.89 | 35% |
| Fund Existence | 34 years | 7 years | - |
| Gain YTD | 23.034 | 29.378 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 896M | 2,199% |
| Annual Yield % from dividends | 1.50 | 0.96 | 156% |
| Returns for 1 year | 31.52 | 30.92 | 102% |
| Returns for 3 years | 61.32 | 41.26 | 149% |
| Returns for 5 years | 54.66 | 53.76 | 102% |
| Returns for 10 years | 101.85 | N/A | - |
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 % |
| TQAIX | 54.11 | 0.48 | +0.90% |
| T. Rowe Price Integrated US Sm Gr Eq I | |||
| WALSX | 14.32 | 0.09 | +0.63% |
| Wasatch Long/Short Alpha Investor | |||
| FMXKX | 9.07 | 0.04 | +0.44% |
| Federated Hermes Max-Cap Index R | |||
| CSSPX | 59.48 | -0.02 | -0.03% |
| Cohen & Steers Global Realty I | |||
| FREAX | 16.36 | -0.04 | -0.24% |
| Nuveen Real Estate Securities A | |||