Interact to see
Advertisement
Advertisement
DFSVX vs WBVRX
DFSVX vs WBVRX Comparison
Open Charts DFSVX vs WBVRX
DFSVX vs WBVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. WBVRX commentary
Aug 16, 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 WBVRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 20B vs. WBVRX (769M). DFSVX pays higher dividends than WBVRX: DFSVX (1.50) vs WBVRX (0.73). DFSVX was incepted earlier than WBVRX: DFSVX (33 years) vs WBVRX (5 years). WBVRX (0.80) is less costly to investors than DFSVX (0.31). WBVRX is a more actively managed with annual turnover of: 37.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than WBVRX: DFSVX (0) vs WBVRX (1000000). DFSVX annual gain was more profitable for investors over the last year : 31.94 vs. WBVRX (29.52). DFSVX return over 5 years is better than : 51.84 vs. WBVRX (15.75).
| DFSVX | WBVRX | DFSVX / WBVRX | |
| Total Expense Ratio | 0.31 | 0.80 | 39% |
| Annual Report Gross Expense Ratio | 0.31 | 0.80 | 39% |
| Fund Existence | 33 years | 5 years | - |
| Gain YTD | 24.693 | 24.941 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20B | 769M | 2,601% |
| Annual Yield % from dividends | 1.50 | 0.73 | 207% |
| Returns for 1 year | 31.94 | 29.52 | 108% |
| Returns for 3 years | 59.76 | 32.63 | 183% |
| Returns for 5 years | 51.84 | 15.75 | 329% |
| Returns for 10 years | 107.03 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers