DFSVX
Price
$62.56
Change
-$0.43 (-0.68%)
Updated
Aug 20 closing price
Net Assets
19.67B
NWHDX
Price
$18.37
Change
-$0.14 (-0.76%)
Updated
Aug 20 closing price
Net Assets
132.28M
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DFSVX vs NWHDX

DFSVX vs NWHDX Comparison Chart in %
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DFSVX vs. NWHDX commentary
Aug 21, 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: 19.7B vs. NWHDX (132M). DFSVX pays higher dividends than NWHDX: DFSVX (1.50) vs NWHDX (0.93). 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 : 30.71 vs. NWHDX (21.72). DFSVX return over 5 years is better than : 54.56 vs. NWHDX (25.97).
DFSVXNWHDXDFSVX / NWHDX
Total Expense Ratio0.311.2325%
Annual Report Gross Expense Ratio0.311.3024%
Fund Existence33 years20 years-
Gain YTD22.95624.10095%
Front LoadN/A6%-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets19.7B132M14,924%
Annual Yield % from dividends1.500.93162%
Returns for 1 year30.7121.72141%
Returns for 3 years59.1637.97156%
Returns for 5 years54.5625.97210%
Returns for 10 years102.7457.56178%
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