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DFSVX vs SMVSX
DFSVX vs SMVSX Comparison
Open Charts DFSVX vs SMVSX
DFSVX vs SMVSX Comparison Chart in %
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VS
VS
DFSVX vs. SMVSX 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 SMVSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.7B vs. SMVSX (11.2B). DFSVX pays higher dividends than SMVSX: DFSVX (1.50) vs SMVSX (0.44). DFSVX was incepted earlier than SMVSX: DFSVX (34 years) vs SMVSX (10 years). SMVSX (0.72) is less costly to investors than DFSVX (0.31). SMVSX is a more actively managed with annual turnover of: 79.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than SMVSX: DFSVX (0) vs SMVSX (1000000). DFSVX (22.95) and SMVSX (22.89) have marching annual gain over last year. SMVSX return over 5 years is better than : 70.87 vs. DFSVX (51.99).
| DFSVX | SMVSX | DFSVX / SMVSX | |
| Total Expense Ratio | 0.31 | 0.72 | 43% |
| Annual Report Gross Expense Ratio | 0.31 | 0.72 | 43% |
| Fund Existence | 34 years | 10 years | - |
| Gain YTD | 21.629 | 23.769 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 11.2B | 176% |
| Annual Yield % from dividends | 1.50 | 0.44 | 341% |
| Returns for 1 year | 22.95 | 22.89 | 100% |
| Returns for 3 years | 59.55 | 68.17 | 87% |
| Returns for 5 years | 51.99 | 70.87 | 73% |
| Returns for 10 years | 105.66 | N/A | - |
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