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DFSVX vs WBVNX
DFSVX vs WBVNX Comparison
Open Charts DFSVX vs WBVNX
DFSVX vs WBVNX Comparison Chart in %
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DFSVX vs. WBVNX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.9B vs. WBVNX (742M). DFSVX pays higher dividends than WBVNX: DFSVX (1.50) vs WBVNX (0.44). DFSVX was incepted earlier than WBVNX: DFSVX (34 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 : 24.35 vs. WBVNX (21.23). DFSVX return over 5 years is better than : 51.55 vs. WBVNX (12.72).
| DFSVX | WBVNX | DFSVX / WBVNX | |
| Total Expense Ratio | 0.31 | 1.15 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.16 | 27% |
| Fund Existence | 34 years | 5 years | - |
| Gain YTD | 22.273 | 21.039 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 742M | 2,682% |
| Annual Yield % from dividends | 1.50 | 0.44 | 338% |
| Returns for 1 year | 24.35 | 21.23 | 115% |
| Returns for 3 years | 60.83 | 30.58 | 199% |
| Returns for 5 years | 51.55 | 12.72 | 405% |
| Returns for 10 years | 104.74 | 95.40 | 110% |
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