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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
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.
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).
| DFSVX | SVPIX | DFSVX / SVPIX | |
| Total Expense Ratio | 0.31 | 1.78 | 17% |
| Annual Report Gross Expense Ratio | 0.31 | 2.11 | 15% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 16.824 | 16.584 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 4.34M | 435,283% |
| Annual Yield % from dividends | 1.51 | 0.00 | - |
| Returns for 1 year | 34.64 | 36.76 | 94% |
| Returns for 3 years | 61.14 | 45.44 | 135% |
| Returns for 5 years | 42.04 | 23.38 | 180% |
| Returns for 10 years | 109.08 | 100.69 | 108% |
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