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DFSVX vs SVPIX
DFSVX vs SVPIX Comparison
Open Charts DFSVX vs SVPIX
DFSVX vs SVPIX Comparison Chart in %
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DFSVX vs. SVPIX commentary
Aug 23, 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.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.7B vs. SVPIX (5.49M). DFSVX pays higher dividends than SVPIX: DFSVX (1.50) vs SVPIX (0.00). DFSVX was incepted earlier than SVPIX: DFSVX (34 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). DFSVX (31.52) and SVPIX (30.67) have marching annual gain over last year. DFSVX return over 5 years is better than : 54.66 vs. SVPIX (35.60).
| DFSVX | SVPIX | DFSVX / SVPIX | |
| Total Expense Ratio | 0.31 | 1.78 | 17% |
| Annual Report Gross Expense Ratio | 0.31 | 2.11 | 15% |
| Fund Existence | 34 years | 25 years | - |
| Gain YTD | 23.034 | 20.589 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 5.49M | 358,573% |
| Annual Yield % from dividends | 1.50 | 0.00 | - |
| Returns for 1 year | 31.52 | 30.67 | 103% |
| Returns for 3 years | 61.32 | 47.22 | 130% |
| Returns for 5 years | 54.66 | 35.60 | 154% |
| Returns for 10 years | 101.85 | 90.21 | 113% |
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