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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
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 VSMVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.9B vs. VSMVX (1.88B). VSMVX pays higher dividends than DFSVX: VSMVX (1.65) vs DFSVX (1.51). 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 annual gain was more profitable for investors over the last year : 37.95 vs. DFSVX (34.64). DFSVX return over 5 years is better than : 42.04 vs. VSMVX (28.72).
| 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 | 16.824 | 17.569 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 1.88B | 1,004% |
| Annual Yield % from dividends | 1.51 | 1.65 | 91% |
| Returns for 1 year | 34.64 | 37.95 | 91% |
| Returns for 3 years | 61.14 | 47.92 | 128% |
| Returns for 5 years | 42.04 | 28.72 | 146% |
| Returns for 10 years | 109.08 | 142.27 | 77% |
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