DFSVX
Price
$62.18
Change
-$0.46 (-0.73%)
Updated
Sep 9 closing price
Net Assets
19.67B
NWHDX
Price
$18.26
Change
-$0.16 (-0.87%)
Updated
Sep 8 closing price
Net Assets
131.6M
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DFSVX vs NWHDX

DFSVX vs NWHDX Comparison Chart in %
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DFSVX vs. NWHDX commentary
Sep 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 Buy and NWHDX is a Buy.

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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 (0.94). DFSVX was incepted earlier than NWHDX: DFSVX (34 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 : 24.35 vs. NWHDX (15.17). DFSVX return over 5 years is better than : 51.55 vs. NWHDX (21.20).
DFSVXNWHDXDFSVX / NWHDX
Total Expense Ratio0.311.2325%
Annual Report Gross Expense Ratio0.311.3024%
Fund Existence34 years20 years-
Gain YTD22.27322.89997%
Front LoadN/A6%-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets19.7B132M14,924%
Annual Yield % from dividends1.500.94160%
Returns for 1 year24.3515.17160%
Returns for 3 years60.8336.24168%
Returns for 5 years51.5521.20243%
Returns for 10 years104.7457.65182%
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