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DFSVX vs RTRRX
DFSVX vs RTRRX Comparison
Open Charts DFSVX vs RTRRX
DFSVX vs RTRRX Comparison Chart in %
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DFSVX vs. RTRRX commentary
Jun 04, 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 RTRRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.9B vs. RTRRX (892M). DFSVX pays higher dividends than RTRRX: DFSVX (1.51) vs RTRRX (0.46). DFSVX was incepted earlier than RTRRX: DFSVX (33 years) vs RTRRX (19 years). RTRRX (1.94) is less costly to investors than DFSVX (0.31). RTRRX is a more actively managed with annual turnover of: 59.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than RTRRX: DFSVX (0) vs RTRRX (2000). DFSVX annual gain was more profitable for investors over the last year : 34.94 vs. RTRRX (1.26). DFSVX return over 5 years is better than : 36.19 vs. RTRRX (-33.38).
| DFSVX | RTRRX | DFSVX / RTRRX | |
| Total Expense Ratio | 0.31 | 1.94 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.94 | 16% |
| Fund Existence | 33 years | 19 years | - |
| Gain YTD | 16.319 | 4.351 | 375% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 892M | 2,119% |
| Annual Yield % from dividends | 1.51 | 0.46 | 326% |
| Returns for 1 year | 34.94 | 1.26 | 2,777% |
| Returns for 3 years | 61.26 | 11.29 | 543% |
| Returns for 5 years | 36.19 | -33.38 | -108% |
| Returns for 10 years | 101.56 | -37.55 | -271% |
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