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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
Aug 03, 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 StrongBuy and RTRRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.5B vs. RTRRX (960M). DFSVX pays higher dividends than RTRRX: DFSVX (1.50) vs RTRRX (0.48). 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 : 34.39 vs. RTRRX (9.36). DFSVX return over 5 years is better than : 50.66 vs. RTRRX (-21.87).
| 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 | 21.336 | 16.183 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.5B | 960M | 2,031% |
| Annual Yield % from dividends | 1.50 | 0.48 | 313% |
| Returns for 1 year | 34.39 | 9.36 | 368% |
| Returns for 3 years | 50.37 | 11.41 | 442% |
| Returns for 5 years | 50.66 | -21.87 | -232% |
| Returns for 10 years | 107.71 | -32.36 | -333% |
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