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DFSVX vs HWVIX
DFSVX vs HWVIX Comparison
Open Charts DFSVX vs HWVIX
DFSVX vs HWVIX Comparison Chart in %
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DFSVX vs. HWVIX commentary
Jun 04, 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 Buy and HWVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.7B vs. HWVIX (888M). DFSVX pays higher dividends than HWVIX: DFSVX (1.51) vs HWVIX (1.00). DFSVX was incepted earlier than HWVIX: DFSVX (33 years) vs HWVIX (12 years). HWVIX (0.88) is less costly to investors than DFSVX (0.31). HWVIX is a more actively managed with annual turnover of: 60.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than HWVIX: DFSVX (0) vs HWVIX (250000). DFSVX annual gain was more profitable for investors over the last year : 37.29 vs. HWVIX (31.19). DFSVX return over 5 years is better than : 36.39 vs. HWVIX (4.14).
| DFSVX | HWVIX | DFSVX / HWVIX | |
| Total Expense Ratio | 0.31 | 0.81 | 38% |
| Annual Report Gross Expense Ratio | 0.31 | 0.88 | 35% |
| Fund Existence | 33 years | 12 years | - |
| Gain YTD | 16.319 | 14.331 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 888M | 2,106% |
| Annual Yield % from dividends | 1.51 | 1.00 | 151% |
| Returns for 1 year | 37.29 | 31.19 | 120% |
| Returns for 3 years | 61.26 | 25.93 | 236% |
| Returns for 5 years | 36.39 | 4.14 | 878% |
| Returns for 10 years | 101.56 | 69.24 | 147% |
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