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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
Jul 11, 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: 18.8B vs. HWVAX (904M). DFSVX pays higher dividends than HWVAX: DFSVX (1.54) vs HWVAX (0.61). DFSVX was incepted earlier than HWVAX: DFSVX (33 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 annual gain was more profitable for investors over the last year : 25.47 vs. HWVAX (22.15). DFSVX return over 5 years is better than : 43.59 vs. HWVAX (11.49).
| DFSVX | HWVAX | DFSVX / HWVAX | |
| Total Expense Ratio | 0.31 | 1.06 | 29% |
| Annual Report Gross Expense Ratio | 0.31 | 1.13 | 27% |
| Fund Existence | 33 years | 12 years | - |
| Gain YTD | 16.846 | 17.963 | 94% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8B | 904M | 2,080% |
| Annual Yield % from dividends | 1.54 | 0.61 | 251% |
| Returns for 1 year | 25.47 | 22.15 | 115% |
| Returns for 3 years | 54.03 | 23.47 | 230% |
| Returns for 5 years | 43.59 | 11.49 | 379% |
| Returns for 10 years | 99.84 | 68.46 | 146% |
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