DFSVX
Price
$59.85
Change
+$0.57 (+0.96%)
Updated
Jun 2 closing price
Net Assets
18.89B
WBVNX
Price
$35.11
Change
+$0.50 (+1.44%)
Updated
Jun 2 closing price
Net Assets
993.78M
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DFSVX vs WBVNX

Header iconDFSVX vs WBVNX Comparison
Open Charts DFSVX vs WBVNXBanner chart's image
DFSVX vs WBVNX Comparison Chart in %
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DFSVX vs. WBVNX commentary
Jun 04, 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 Buy and WBVNX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.9B vs. WBVNX (994M). 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 annual gain was more profitable for investors over the last year : 34.94 vs. WBVNX (29.43). WBVNX return over 5 years is better than : 120.59 vs. DFSVX (36.19).
DFSVXWBVNXDFSVX / WBVNX
Total Expense Ratio0.311.1527%
Annual Report Gross Expense Ratio0.311.1627%
Fund Existence33 years5 years-
Gain YTD16.31915.946102%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets18.9B994M1,901%
Annual Yield % from dividends1.510.46328%
Returns for 1 year34.9429.43119%
Returns for 3 years61.2626.93227%
Returns for 5 years36.19120.5930%
Returns for 10 years101.5694.66107%
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