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DFSVX vs LRSFX
DFSVX vs LRSFX Comparison
Open Charts DFSVX vs LRSFX
DFSVX vs LRSFX Comparison Chart in %
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DFSVX vs. LRSFX commentary
Aug 28, 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 LRSFX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.8B vs. LRSFX (405M). DFSVX pays higher dividends than LRSFX: DFSVX (1.50) vs LRSFX (0.36). DFSVX was incepted earlier than LRSFX: DFSVX (34 years) vs LRSFX (19 years). LRSFX (1.06) is less costly to investors than DFSVX (0.31). LRSFX is a more actively managed with annual turnover of: 69.00 vs. DFSVX (7.00). DFSVX (0) and LRSFX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 24.84 vs. LRSFX (11.49). DFSVX return over 5 years is better than : 47.12 vs. LRSFX (-1.60).
| DFSVX | LRSFX | DFSVX / LRSFX | |
| Total Expense Ratio | 0.31 | 1.06 | 29% |
| Annual Report Gross Expense Ratio | 0.31 | 1.06 | 29% |
| Fund Existence | 34 years | 19 years | - |
| Gain YTD | 22.370 | 18.908 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 405M | 4,889% |
| Annual Yield % from dividends | 1.50 | 0.36 | 415% |
| Returns for 1 year | 24.84 | 11.49 | 216% |
| Returns for 3 years | 58.56 | 25.63 | 228% |
| Returns for 5 years | 47.12 | -1.60 | -2,942% |
| Returns for 10 years | 100.88 | -23.55 | -428% |
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