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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
Jul 02, 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 SNWAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.1B vs. SNWAX (53.1M). SNWAX pays higher dividends than DFSVX: SNWAX (1.79) vs DFSVX (1.54). 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 : 36.06 vs. DFSVX (29.94). SNWAX return over 5 years is better than : 74.99 vs. DFSVX (44.12).
| 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 | 18.564 | 14.403 | 129% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 53.1M | 35,970% |
| Annual Yield % from dividends | 1.54 | 1.79 | 86% |
| Returns for 1 year | 29.94 | 36.06 | 83% |
| Returns for 3 years | 56.83 | 73.55 | 77% |
| Returns for 5 years | 44.12 | 74.99 | 59% |
| Returns for 10 years | 107.41 | 220.44 | 49% |
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