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DFSVX vs HWVZX
DFSVX vs HWVZX Comparison
Open Charts DFSVX vs HWVZX
DFSVX vs HWVZX Comparison Chart in %
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DFSVX vs. HWVZX 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 HWVZX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.7B vs. HWVZX (906M). DFSVX pays higher dividends than HWVZX: DFSVX (1.50) vs HWVZX (0.98). DFSVX was incepted earlier than HWVZX: DFSVX (34 years) vs HWVZX (7 years). HWVZX (0.78) is less costly to investors than DFSVX (0.31). HWVZX is a more actively managed with annual turnover of: 60.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than HWVZX: DFSVX (0) vs HWVZX (1000000). DFSVX (31.52) and HWVZX (31.01) have marching annual gain over last year. DFSVX return over 5 years is better than : 54.66 vs. HWVZX (22.68).
| DFSVX | HWVZX | DFSVX / HWVZX | |
| Total Expense Ratio | 0.31 | 0.78 | 40% |
| Annual Report Gross Expense Ratio | 0.31 | 0.78 | 40% |
| Fund Existence | 34 years | 7 years | - |
| Gain YTD | 23.034 | 25.339 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 906M | 2,174% |
| Annual Yield % from dividends | 1.50 | 0.98 | 153% |
| Returns for 1 year | 31.52 | 31.01 | 102% |
| Returns for 3 years | 61.32 | 33.17 | 185% |
| Returns for 5 years | 54.66 | 22.68 | 241% |
| Returns for 10 years | 101.85 | N/A | - |
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