DFSVX
Price
$60.11
Change
+$0.13 (+0.22%)
Updated
Jun 22 closing price
Net Assets
18.9B
WSMVX
Price
$31.24
Change
+$0.03 (+0.10%)
Updated
Jun 22 closing price
Net Assets
24.38M
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DFSVX vs WSMVX

DFSVX vs WSMVX Comparison Chart in %
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DFSVX vs. WSMVX commentary
Jun 24, 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 Hold and WSMVX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.9B vs. WSMVX (24.4M). DFSVX pays higher dividends than WSMVX: DFSVX (1.51) vs WSMVX (0.94). DFSVX was incepted earlier than WSMVX: DFSVX (33 years) vs WSMVX (30 years). WSMVX (1.77) is less costly to investors than DFSVX (0.31). WSMVX is a more actively managed with annual turnover of: 63.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than WSMVX: DFSVX (0) vs WSMVX (250000). DFSVX annual gain was more profitable for investors over the last year : 34.64 vs. WSMVX (27.00). DFSVX return over 5 years is better than : 42.04 vs. WSMVX (17.23).
DFSVXWSMVXDFSVX / WSMVX
Total Expense Ratio0.311.1028%
Annual Report Gross Expense Ratio0.311.7718%
Fund Existence33 years30 years-
Gain YTD16.82419.85485%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.9B24.4M77,459%
Annual Yield % from dividends1.510.94161%
Returns for 1 year34.6427.00128%
Returns for 3 years61.1435.92170%
Returns for 5 years42.0417.23244%
Returns for 10 years109.0855.82195%
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