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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 25, 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: 19.5B vs. WBVRX (973M). 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). DFSVX (27.51) and WBVRX (26.38) have marching annual gain over last year. DFSVX return over 5 years is better than : 52.15 vs. WBVRX (16.90).
| 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 | 20.067 | 21.954 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.5B | 973M | 2,004% |
| Annual Yield % from dividends | 1.54 | 0.73 | 212% |
| Returns for 1 year | 27.51 | 26.38 | 104% |
| Returns for 3 years | 51.77 | 26.27 | 197% |
| Returns for 5 years | 52.15 | 16.90 | 309% |
| Returns for 10 years | 102.58 | N/A | - |
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