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DFSVX vs PLARX
DFSVX vs PLARX Comparison
Open Charts DFSVX vs PLARX
DFSVX vs PLARX Comparison Chart in %
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DFSVX vs. PLARX 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 PLARX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.8B vs. PLARX (1.23B). DFSVX pays higher dividends than PLARX: DFSVX (1.54) vs PLARX (0.87). DFSVX was incepted earlier than PLARX: DFSVX (33 years) vs PLARX (22 years). PLARX (1.16) is less costly to investors than DFSVX (0.31). PLARX is a more actively managed with annual turnover of: 89.90 vs. DFSVX (7.00). DFSVX (0) and PLARX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 25.47 vs. PLARX (12.82). DFSVX return over 5 years is better than : 43.59 vs. PLARX (-4.60).
| DFSVX | PLARX | DFSVX / PLARX | |
| Total Expense Ratio | 0.31 | 1.14 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.16 | 27% |
| Fund Existence | 33 years | 22 years | - |
| Gain YTD | 16.846 | 13.357 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8B | 1.23B | 1,524% |
| Annual Yield % from dividends | 1.54 | 0.87 | 177% |
| Returns for 1 year | 25.47 | 12.82 | 199% |
| Returns for 3 years | 54.03 | 16.83 | 321% |
| Returns for 5 years | 43.59 | -4.60 | -949% |
| Returns for 10 years | 99.84 | 14.93 | 669% |
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