DFSVX
Price
$60.04
Change
-$0.07 (-0.12%)
Updated
Jun 23 closing price
Net Assets
18.9B
NWHGX
Price
$18.23
Change
+$0.07 (+0.39%)
Updated
Jun 22 closing price
Net Assets
129.57M
Interact to see
Advertisement

DFSVX vs NWHGX

DFSVX vs NWHGX Comparison Chart in %
View a ticker or compare two or three
VS
DFSVX vs. NWHGX 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 NWHGX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.9B vs. NWHGX (130M). DFSVX pays higher dividends than NWHGX: DFSVX (1.51) vs NWHGX (1.24). DFSVX was incepted earlier than NWHGX: DFSVX (33 years) vs NWHGX (13 years). NWHGX (0.80) is less costly to investors than DFSVX (0.31). NWHGX is a more actively managed with annual turnover of: 404.58 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than NWHGX: DFSVX (0) vs NWHGX (1000000). DFSVX annual gain was more profitable for investors over the last year : 33.16 vs. NWHGX (27.24). DFSVX return over 5 years is better than : 39.87 vs. NWHGX (19.78).
DFSVXNWHGXDFSVX / NWHGX
Total Expense Ratio0.310.7342%
Annual Report Gross Expense Ratio0.310.8039%
Fund Existence33 years13 years-
Gain YTD16.68820.75080%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.9B130M14,538%
Annual Yield % from dividends1.511.24122%
Returns for 1 year33.1627.24122%
Returns for 3 years60.9541.11148%
Returns for 5 years39.8719.78202%
Returns for 10 years108.8369.94156%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JDEUX51.52N/A
N/A
JPMorgan US Research Enhanced Equity R6
LADQX31.07N/A
N/A
Lord Abbett Developing Growth R2
BKRDX8.79N/A
N/A
iShares Developed Real Estate Idx K
BMICX9.65-0.01
-0.10%
BlackRock Managed Income Investor C
USLUX20.62-0.22
-1.06%
US Global Investors Global Luxury Goods