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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 24, 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 HWVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.9B vs. HWVIX (896M). 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 : 34.64 vs. HWVIX (29.57). DFSVX return over 5 years is better than : 42.04 vs. HWVIX (9.20).
| 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 | 16.824 | 16.083 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 896M | 2,109% |
| Annual Yield % from dividends | 1.51 | 1.00 | 151% |
| Returns for 1 year | 34.64 | 29.57 | 117% |
| Returns for 3 years | 61.14 | 27.97 | 219% |
| Returns for 5 years | 42.04 | 9.20 | 457% |
| Returns for 10 years | 109.08 | 76.99 | 142% |
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