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DFSVX vs VSMVX
DFSVX vs VSMVX Comparison
Open Charts DFSVX vs VSMVX
DFSVX vs VSMVX Comparison Chart in %
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DFSVX vs. VSMVX commentary
Aug 03, 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 StrongBuy and VSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.5B vs. VSMVX (1.97B). VSMVX pays higher dividends than DFSVX: VSMVX (1.74) vs DFSVX (1.50). DFSVX was incepted earlier than VSMVX: DFSVX (33 years) vs VSMVX (12 years). DFSVX (0.31) is less costly to investors than VSMVX (0.03). VSMVX is a more actively managed with annual turnover of: 47.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than VSMVX: DFSVX (0) vs VSMVX (5000000). VSMVX (35.02) and DFSVX (34.39) have marching annual gain over last year. DFSVX return over 5 years is better than : 50.66 vs. VSMVX (36.74).
| DFSVX | VSMVX | DFSVX / VSMVX | |
| Total Expense Ratio | 0.31 | 0.03 | 1,033% |
| Annual Report Gross Expense Ratio | 0.31 | 0.03 | 1,033% |
| Fund Existence | 33 years | 12 years | - |
| Gain YTD | 21.336 | 19.395 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.5B | 1.97B | 990% |
| Annual Yield % from dividends | 1.50 | 1.74 | 86% |
| Returns for 1 year | 34.39 | 35.02 | 98% |
| Returns for 3 years | 50.37 | 36.42 | 138% |
| Returns for 5 years | 50.66 | 36.74 | 138% |
| Returns for 10 years | 107.71 | 133.34 | 81% |
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