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DFSVX vs SNWAX
DFSVX vs SNWAX Comparison
Open Charts DFSVX vs SNWAX
DFSVX vs SNWAX Comparison Chart in %
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DFSVX vs. SNWAX commentary
Aug 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 StrongBuy and SNWAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.9B vs. SNWAX (96.8M). SNWAX pays higher dividends than DFSVX: SNWAX (1.77) vs DFSVX (1.50). DFSVX was incepted earlier than SNWAX: DFSVX (33 years) vs SNWAX (16 years). SNWAX (1.96) is less costly to investors than DFSVX (0.31). SNWAX is a more actively managed with annual turnover of: 20.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than SNWAX: DFSVX (0) vs SNWAX (2500). SNWAX annual gain was more profitable for investors over the last year : 33.29 vs. DFSVX (30.04). SNWAX return over 5 years is better than : 83.77 vs. DFSVX (51.17).
| DFSVX | SNWAX | DFSVX / SNWAX | |
| Total Expense Ratio | 0.31 | 1.20 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.96 | 16% |
| Fund Existence | 33 years | 16 years | - |
| Gain YTD | 24.147 | 17.617 | 137% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 96.8M | 20,558% |
| Annual Yield % from dividends | 1.50 | 1.77 | 85% |
| Returns for 1 year | 30.04 | 33.29 | 90% |
| Returns for 3 years | 56.82 | 71.57 | 79% |
| Returns for 5 years | 51.17 | 83.77 | 61% |
| Returns for 10 years | 104.89 | 209.87 | 50% |
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