DFSVX
Price
$59.85
Change
+$0.57 (+0.96%)
Updated
Jun 2 closing price
Net Assets
18.72B
JSVZX
Price
$28.77
Change
+$0.30 (+1.05%)
Updated
Jun 2 closing price
Net Assets
1.26B
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DFSVX vs JSVZX

Header iconDFSVX vs JSVZX Comparison
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DFSVX vs JSVZX Comparison Chart in %
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DFSVX vs. JSVZX commentary
Jun 03, 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 JSVZX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.7B vs. JSVZX (1.27B). DFSVX pays higher dividends than JSVZX: DFSVX (1.51) vs JSVZX (0.51). DFSVX was incepted earlier than JSVZX: DFSVX (33 years) vs JSVZX (18 years). JSVZX (1.60) is less costly to investors than DFSVX (0.31). JSVZX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (7.00). DFSVX (0) and JSVZX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 37.29 vs. JSVZX (29.07). DFSVX return over 5 years is better than : 36.39 vs. JSVZX (-9.68).
DFSVXJSVZXDFSVX / JSVZX
Total Expense Ratio0.311.4921%
Annual Report Gross Expense Ratio0.311.6019%
Fund Existence33 years18 years-
Gain YTD16.31916.015102%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets18.7B1.27B1,478%
Annual Yield % from dividends1.510.51296%
Returns for 1 year37.2929.07128%
Returns for 3 years61.2635.61172%
Returns for 5 years36.39-9.68-376%
Returns for 10 years101.5621.69468%
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