Interact to see
Advertisement
Advertisement
DFSVX vs WBVNX
DFSVX vs WBVNX Comparison
Open Charts DFSVX vs WBVNX
DFSVX vs WBVNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. WBVNX 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 WBVNX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.9B vs. WBVNX (1.03B). DFSVX pays higher dividends than WBVNX: DFSVX (1.51) vs WBVNX (0.46). DFSVX was incepted earlier than WBVNX: DFSVX (33 years) vs WBVNX (5 years). WBVNX (1.16) is less costly to investors than DFSVX (0.31). WBVNX is a more actively managed with annual turnover of: 37.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than WBVNX: DFSVX (0) vs WBVNX (2500). DFSVX (33.16) and WBVNX (32.39) have marching annual gain over last year. WBVNX return over 5 years is better than : 133.70 vs. DFSVX (39.87).
| DFSVX | WBVNX | DFSVX / WBVNX | |
| Total Expense Ratio | 0.31 | 1.15 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.16 | 27% |
| Fund Existence | 33 years | 5 years | - |
| Gain YTD | 16.688 | 20.804 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 1.03B | 1,828% |
| Annual Yield % from dividends | 1.51 | 0.46 | 328% |
| Returns for 1 year | 33.16 | 32.39 | 102% |
| Returns for 3 years | 60.95 | 34.73 | 175% |
| Returns for 5 years | 39.87 | 133.70 | 30% |
| Returns for 10 years | 108.83 | 108.68 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement