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DFSVX vs HWVAX
DFSVX vs HWVAX Comparison
Open Charts DFSVX vs HWVAX
DFSVX vs HWVAX Comparison Chart in %
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DFSVX vs. HWVAX 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 HWVAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.7B vs. HWVAX (906M). DFSVX pays higher dividends than HWVAX: DFSVX (1.50) vs HWVAX (0.60). DFSVX was incepted earlier than HWVAX: DFSVX (34 years) vs HWVAX (12 years). HWVAX (1.13) is less costly to investors than DFSVX (0.31). HWVAX is a more actively managed with annual turnover of: 60.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than HWVAX: DFSVX (0) vs HWVAX (2500). DFSVX (31.52) and HWVAX (30.62) have marching annual gain over last year. DFSVX return over 5 years is better than : 54.66 vs. HWVAX (20.96).
| DFSVX | HWVAX | DFSVX / HWVAX | |
| Total Expense Ratio | 0.31 | 1.06 | 29% |
| Annual Report Gross Expense Ratio | 0.31 | 1.13 | 27% |
| Fund Existence | 34 years | 12 years | - |
| Gain YTD | 23.034 | 25.100 | 92% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 906M | 2,174% |
| Annual Yield % from dividends | 1.50 | 0.60 | 252% |
| Returns for 1 year | 31.52 | 30.62 | 103% |
| Returns for 3 years | 61.32 | 31.91 | 192% |
| Returns for 5 years | 54.66 | 20.96 | 261% |
| Returns for 10 years | 101.85 | 67.20 | 152% |
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