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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
Jun 14, 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: 19.3B vs. WBVRX (1.03B). DFSVX pays higher dividends than WBVRX: DFSVX (1.51) vs WBVRX (0.77). 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 : 35.73 vs. WBVRX (31.40). WBVRX return over 5 years is better than : 118.06 vs. DFSVX (39.58).
| 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 | 19.040 | 19.973 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.3B | 1.03B | 1,879% |
| Annual Yield % from dividends | 1.51 | 0.77 | 196% |
| Returns for 1 year | 35.73 | 31.40 | 114% |
| Returns for 3 years | 58.88 | 29.15 | 202% |
| Returns for 5 years | 39.58 | 118.06 | 34% |
| Returns for 10 years | 109.17 | N/A | - |
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