DFSVX
Price
$60.11
Change
+$0.13 (+0.22%)
Updated
Jun 22 closing price
Net Assets
18.9B
SVPIX
Price
$133.86
Change
-$0.34 (-0.25%)
Updated
Jun 22 closing price
Net Assets
4.34M
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DFSVX vs SVPIX

DFSVX vs SVPIX Comparison Chart in %
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DFSVX vs. SVPIX commentary
Jun 24, 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 SVPIX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.9B vs. SVPIX (4.34M). DFSVX pays higher dividends than SVPIX: DFSVX (1.51) vs SVPIX (0.00). DFSVX was incepted earlier than SVPIX: DFSVX (33 years) vs SVPIX (25 years). SVPIX (2.11) is less costly to investors than DFSVX (0.31). SVPIX is a more actively managed with annual turnover of: 1642.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than SVPIX: DFSVX (0) vs SVPIX (15000). SVPIX annual gain was more profitable for investors over the last year : 36.76 vs. DFSVX (34.64). DFSVX return over 5 years is better than : 42.04 vs. SVPIX (23.38).
DFSVXSVPIXDFSVX / SVPIX
Total Expense Ratio0.311.7817%
Annual Report Gross Expense Ratio0.312.1115%
Fund Existence33 years25 years-
Gain YTD16.82416.584101%
Front LoadN/AN/A-
Min. Initial Investment015000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.9B4.34M435,283%
Annual Yield % from dividends1.510.00-
Returns for 1 year34.6436.7694%
Returns for 3 years61.1445.44135%
Returns for 5 years42.0423.38180%
Returns for 10 years109.08100.69108%
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