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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 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.9B vs. RTRRX (907M). 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 : 33.16 vs. RTRRX (4.98). DFSVX return over 5 years is better than : 39.87 vs. RTRRX (-28.44).
| 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 | 16.688 | 9.108 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 907M | 2,084% |
| Annual Yield % from dividends | 1.51 | 0.46 | 326% |
| Returns for 1 year | 33.16 | 4.98 | 666% |
| Returns for 3 years | 60.95 | 15.32 | 398% |
| Returns for 5 years | 39.87 | -28.44 | -140% |
| Returns for 10 years | 108.83 | -33.13 | -329% |
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