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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
Sep 12, 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 HWVZX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.7B vs. HWVZX (873M). DFSVX pays higher dividends than HWVZX: DFSVX (1.50) vs HWVZX (0.97). 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 annual gain was more profitable for investors over the last year : 22.95 vs. HWVZX (20.60). DFSVX return over 5 years is better than : 51.99 vs. HWVZX (19.24).
| 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 | 21.629 | 21.833 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 873M | 2,257% |
| Annual Yield % from dividends | 1.50 | 0.97 | 154% |
| Returns for 1 year | 22.95 | 20.60 | 111% |
| Returns for 3 years | 59.55 | 29.66 | 201% |
| Returns for 5 years | 51.99 | 19.24 | 270% |
| Returns for 10 years | 105.66 | N/A | - |
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