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DFSVX vs HWSZX
DFSVX vs HWSZX Comparison
Open Charts DFSVX vs HWSZX
DFSVX vs HWSZX Comparison Chart in %
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DFSVX vs. HWSZX commentary
Jun 19, 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: 18.7B vs. HWSZX (792M). DFSVX pays higher dividends than HWSZX: DFSVX (1.51) vs HWSZX (1.05). DFSVX was incepted earlier than HWSZX: DFSVX (33 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 annual gain was more profitable for investors over the last year : 33.77 vs. HWSZX (24.02). DFSVX return over 5 years is better than : 44.55 vs. HWSZX (34.24).
| DFSVX | HWSZX | DFSVX / HWSZX | |
| Total Expense Ratio | 0.31 | 0.89 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.89 | 35% |
| Fund Existence | 33 years | 7 years | - |
| Gain YTD | 15.464 | 15.344 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 792M | 2,361% |
| Annual Yield % from dividends | 1.51 | 1.05 | 144% |
| Returns for 1 year | 33.77 | 24.02 | 141% |
| Returns for 3 years | 55.41 | 27.66 | 200% |
| Returns for 5 years | 44.55 | 34.24 | 130% |
| Returns for 10 years | 102.82 | N/A | - |
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