Interact to see
Advertisement
Advertisement
DFSVX vs SNWRX
DFSVX vs SNWRX Comparison
Open Charts DFSVX vs SNWRX
DFSVX vs SNWRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.1B vs. SNWRX (53.1M). SNWRX pays higher dividends than DFSVX: SNWRX (2.00) vs DFSVX (1.54). 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 : 33.32 vs. DFSVX (27.77).
| 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 | 18.935 | 14.483 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 53.1M | 35,970% |
| Annual Yield % from dividends | 1.54 | 2.00 | 77% |
| Returns for 1 year | 27.77 | 33.32 | 83% |
| Returns for 3 years | 54.48 | 70.57 | 77% |
| Returns for 5 years | 49.27 | N/A | - |
| Returns for 10 years | 99.33 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EXOSX | 38.46 | N/A | N/A |
| Manning & Napier Overseas Series I | |||
| JDEUX | 52.23 | N/A | N/A |
| JPMorgan US Research Enhanced Equity R6 | |||
| CDOZX | 46.11 | N/A | N/A |
| Columbia Dividend Opportunity Inst | |||
| MEYWX | 10.78 | N/A | N/A |
| Manning & Napier Equity Series W | |||
| BUIIX | 28.21 | N/A | N/A |
| Buffalo International Institutional | |||