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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 23, 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 RTRRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.7B vs. RTRRX (941M). DFSVX pays higher dividends than RTRRX: DFSVX (1.50) vs RTRRX (0.48). 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 : 31.52 vs. RTRRX (3.98). DFSVX return over 5 years is better than : 54.66 vs. RTRRX (-23.18).
| 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 | 23.034 | 14.142 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 941M | 2,094% |
| Annual Yield % from dividends | 1.50 | 0.48 | 313% |
| Returns for 1 year | 31.52 | 3.98 | 791% |
| Returns for 3 years | 61.32 | 15.08 | 407% |
| Returns for 5 years | 54.66 | -23.18 | -236% |
| Returns for 10 years | 101.85 | -35.64 | -286% |
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