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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
Jul 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 WBVRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19B vs. WBVRX (966M). DFSVX pays higher dividends than WBVRX: DFSVX (1.54) 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). WBVRX (27.64) and DFSVX (27.45) have marching annual gain over last year. WBVRX return over 5 years is better than : 127.32 vs. DFSVX (43.74).
| 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 | 18.252 | 22.323 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19B | 966M | 1,967% |
| Annual Yield % from dividends | 1.54 | 0.73 | 212% |
| Returns for 1 year | 27.45 | 27.64 | 99% |
| Returns for 3 years | 55.39 | 31.36 | 177% |
| Returns for 5 years | 43.74 | 127.32 | 34% |
| Returns for 10 years | 106.86 | N/A | - |
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