DFSVX
Price
$60.40
Change
+$0.54 (+0.90%)
Updated
Jul 9 closing price
Net Assets
18.78B
NWHDX
Price
$18.42
Change
+$0.22 (+1.21%)
Updated
Jul 9 closing price
Net Assets
130.35M
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DFSVX vs NWHDX

DFSVX vs NWHDX Comparison Chart in %
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DFSVX vs. NWHDX commentary
Jul 10, 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 NWHDX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.8B vs. NWHDX (130M). DFSVX pays higher dividends than NWHDX: DFSVX (1.54) vs NWHDX (0.91). DFSVX was incepted earlier than NWHDX: DFSVX (33 years) vs NWHDX (20 years). NWHDX (1.30) is less costly to investors than DFSVX (0.31). NWHDX is a more actively managed with annual turnover of: 404.58 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than NWHDX: DFSVX (0) vs NWHDX (2000). DFSVX annual gain was more profitable for investors over the last year : 25.47 vs. NWHDX (19.96). DFSVX return over 5 years is better than : 43.59 vs. NWHDX (20.18).
DFSVXNWHDXDFSVX / NWHDX
Total Expense Ratio0.311.2325%
Annual Report Gross Expense Ratio0.311.3024%
Fund Existence33 years20 years-
Gain YTD16.84621.43179%
Front LoadN/A6%-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.8B130M14,462%
Annual Yield % from dividends1.540.91168%
Returns for 1 year25.4719.96128%
Returns for 3 years54.0335.68151%
Returns for 5 years43.5920.18216%
Returns for 10 years99.8456.51177%
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