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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
Jun 10, 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: 18.8B vs. SNWAX (50.1M). SNWAX pays higher dividends than DFSVX: SNWAX (1.87) vs DFSVX (1.51). 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 : 39.67 vs. DFSVX (32.50). SNWAX return over 5 years is better than : 64.26 vs. DFSVX (36.92).
| 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 | 15.678 | 11.246 | 139% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8B | 50.1M | 37,525% |
| Annual Yield % from dividends | 1.51 | 1.87 | 81% |
| Returns for 1 year | 32.50 | 39.67 | 82% |
| Returns for 3 years | 56.48 | 71.48 | 79% |
| Returns for 5 years | 36.92 | 64.26 | 57% |
| Returns for 10 years | 99.70 | 203.51 | 49% |
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