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DFSVX vs WBVRX
DFSVX vs WBVRX Comparison
Open Charts DFSVX vs WBVRX
DFSVX vs WBVRX Comparison Chart in %
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DFSVX vs. WBVRX commentary
Sep 05, 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 WBVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.8B vs. WBVRX (739M). DFSVX pays higher dividends than WBVRX: DFSVX (1.50) vs WBVRX (0.74). DFSVX was incepted earlier than WBVRX: DFSVX (34 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 : 25.84 vs. WBVRX (22.13). DFSVX return over 5 years is better than : 50.44 vs. WBVRX (11.10).
| DFSVX | WBVRX | DFSVX / WBVRX | |
| Total Expense Ratio | 0.31 | 0.80 | 39% |
| Annual Report Gross Expense Ratio | 0.31 | 0.80 | 39% |
| Fund Existence | 34 years | 5 years | - |
| Gain YTD | 23.737 | 20.208 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 739M | 2,679% |
| Annual Yield % from dividends | 1.50 | 0.74 | 202% |
| Returns for 1 year | 25.84 | 22.13 | 117% |
| Returns for 3 years | 60.25 | 25.65 | 235% |
| Returns for 5 years | 50.44 | 11.10 | 454% |
| Returns for 10 years | 102.52 | N/A | - |
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