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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.7B vs. RTRRX (788M). DFSVX pays higher dividends than RTRRX: DFSVX (1.50) vs RTRRX (0.49). DFSVX was incepted earlier than RTRRX: DFSVX (34 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 : 22.95 vs. RTRRX (-1.18). DFSVX return over 5 years is better than : 51.99 vs. RTRRX (-24.94).
| DFSVX | RTRRX | DFSVX / RTRRX | |
| Total Expense Ratio | 0.31 | 1.94 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.94 | 16% |
| Fund Existence | 34 years | 19 years | - |
| Gain YTD | 21.629 | 11.421 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 788M | 2,500% |
| Annual Yield % from dividends | 1.50 | 0.49 | 304% |
| Returns for 1 year | 22.95 | -1.18 | -1,941% |
| Returns for 3 years | 59.55 | 11.16 | 534% |
| Returns for 5 years | 51.99 | -24.94 | -208% |
| Returns for 10 years | 105.66 | -35.06 | -301% |
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