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DFSVX vs SNWRX
DFSVX vs SNWRX Comparison
Open Charts DFSVX vs SNWRX
DFSVX vs SNWRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.7B vs. SNWRX (47.1M). SNWRX pays higher dividends than DFSVX: SNWRX (2.08) vs DFSVX (1.51). DFSVX was incepted earlier than SNWRX: DFSVX (33 years) vs SNWRX (5 years). SNWRX (1.71) is less costly to investors than DFSVX (0.31). SNWRX is a more actively managed with annual turnover of: 20.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than SNWRX: DFSVX (0) vs SNWRX (5000000). SNWRX annual gain was more profitable for investors over the last year : 44.09 vs. DFSVX (37.29).
| DFSVX | SNWRX | DFSVX / SNWRX | |
| Total Expense Ratio | 0.31 | 0.85 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 1.71 | 18% |
| Fund Existence | 33 years | 5 years | - |
| Gain YTD | 16.319 | 10.480 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 47.1M | 39,703% |
| Annual Yield % from dividends | 1.51 | 2.08 | 73% |
| Returns for 1 year | 37.29 | 44.09 | 85% |
| Returns for 3 years | 61.26 | 77.01 | 80% |
| Returns for 5 years | 36.39 | N/A | - |
| Returns for 10 years | 101.56 | N/A | - |
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