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DFSVX vs WPGTX
DFSVX vs WPGTX Comparison
Open Charts DFSVX vs WPGTX
DFSVX vs WPGTX Comparison Chart in %
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DFSVX vs. WPGTX commentary
Jul 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 WPGTX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19B vs. WPGTX (37.9M). DFSVX pays higher dividends than WPGTX: DFSVX (1.54) vs WPGTX (0.64). DFSVX was incepted earlier than WPGTX: DFSVX (33 years) vs WPGTX (54 years). WPGTX (1.21) is less costly to investors than DFSVX (0.31). WPGTX is a more actively managed with annual turnover of: 92.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than WPGTX: DFSVX (0) vs WPGTX (100000). DFSVX annual gain was more profitable for investors over the last year : 27.45 vs. WPGTX (18.55). DFSVX return over 5 years is better than : 43.74 vs. WPGTX (21.54).
| DFSVX | WPGTX | DFSVX / WPGTX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.21 | 26% |
| Fund Existence | 33 years | 54 years | - |
| Gain YTD | 18.252 | 21.668 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19B | 37.9M | 50,132% |
| Annual Yield % from dividends | 1.54 | 0.64 | 242% |
| Returns for 1 year | 27.45 | 18.55 | 148% |
| Returns for 3 years | 55.39 | 24.36 | 227% |
| Returns for 5 years | 43.74 | 21.54 | 203% |
| Returns for 10 years | 106.86 | 61.92 | 173% |
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