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DFSVX vs WSMVX
DFSVX vs WSMVX Comparison
Open Charts DFSVX vs WSMVX
DFSVX vs WSMVX Comparison Chart in %
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DFSVX vs. WSMVX commentary
Aug 23, 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.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.7B vs. WSMVX (25.5M). DFSVX pays higher dividends than WSMVX: DFSVX (1.50) vs WSMVX (0.87). DFSVX was incepted earlier than WSMVX: DFSVX (34 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 : 31.52 vs. WSMVX (24.20). DFSVX return over 5 years is better than : 54.66 vs. WSMVX (28.74).
| DFSVX | WSMVX | DFSVX / WSMVX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.77 | 18% |
| Fund Existence | 34 years | 30 years | - |
| Gain YTD | 23.034 | 27.074 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 25.5M | 77,255% |
| Annual Yield % from dividends | 1.50 | 0.87 | 172% |
| Returns for 1 year | 31.52 | 24.20 | 130% |
| Returns for 3 years | 61.32 | 39.63 | 155% |
| Returns for 5 years | 54.66 | 28.74 | 190% |
| Returns for 10 years | 101.85 | 51.66 | 197% |
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