DFSVX
Price
$60.11
Change
+$0.13 (+0.22%)
Updated
Jun 22 closing price
Net Assets
18.9B
NWHFX
Price
$18.25
Change
+$0.06 (+0.33%)
Updated
Jun 22 closing price
Net Assets
129.57M
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DFSVX vs NWHFX

DFSVX vs NWHFX Comparison Chart in %
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DFSVX vs. NWHFX commentary
Jun 24, 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 NWHFX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.9B vs. NWHFX (130M). DFSVX pays higher dividends than NWHFX: DFSVX (1.51) vs NWHFX (1.24). DFSVX was incepted earlier than NWHFX: DFSVX (33 years) vs NWHFX (25 years). NWHFX (0.80) is less costly to investors than DFSVX (0.31). NWHFX is a more actively managed with annual turnover of: 404.58 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than NWHFX: DFSVX (0) vs NWHFX (5000). DFSVX annual gain was more profitable for investors over the last year : 34.64 vs. NWHFX (27.20). DFSVX return over 5 years is better than : 42.04 vs. NWHFX (18.62).
DFSVXNWHFXDFSVX / NWHFX
Total Expense Ratio0.310.7342%
Annual Report Gross Expense Ratio0.310.8039%
Fund Existence33 years25 years-
Gain YTD16.82420.72481%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.9B130M14,538%
Annual Yield % from dividends1.511.24122%
Returns for 1 year34.6427.20127%
Returns for 3 years61.1441.25148%
Returns for 5 years42.0418.62226%
Returns for 10 years109.0866.15165%
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