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DFSVX vs SMVIX
DFSVX vs SMVIX Comparison
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DFSVX vs SMVIX Comparison Chart in %
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DFSVX vs. SMVIX commentary
Jul 14, 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 SMVIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.1B vs. SMVIX (320M). DFSVX pays higher dividends than SMVIX: DFSVX (1.54) vs SMVIX (0.60). DFSVX was incepted earlier than SMVIX: DFSVX (33 years) vs SMVIX (24 years). SMVIX (1.49) is less costly to investors than DFSVX (0.31). SMVIX is a more actively managed with annual turnover of: 48.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than SMVIX: DFSVX (0) vs SMVIX (100000). DFSVX annual gain was more profitable for investors over the last year : 27.77 vs. SMVIX (21.05). DFSVX return over 5 years is better than : 49.27 vs. SMVIX (5.40).
| DFSVX | SMVIX | DFSVX / SMVIX | |
| Total Expense Ratio | 0.31 | 1.31 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.49 | 21% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 18.935 | 18.080 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 320M | 5,969% |
| Annual Yield % from dividends | 1.54 | 0.60 | 257% |
| Returns for 1 year | 27.77 | 21.05 | 132% |
| Returns for 3 years | 54.48 | 18.93 | 288% |
| Returns for 5 years | 49.27 | 5.40 | 912% |
| Returns for 10 years | 99.33 | 28.36 | 350% |
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