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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
Jun 04, 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 WSMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.7B vs. WSMVX (24.7M). 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 : 37.29 vs. WSMVX (26.04). DFSVX return over 5 years is better than : 36.39 vs. WSMVX (10.56).
| DFSVX | WSMVX | DFSVX / WSMVX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.77 | 18% |
| Fund Existence | 33 years | 30 years | - |
| Gain YTD | 16.319 | 16.129 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 24.7M | 75,709% |
| Annual Yield % from dividends | 1.51 | 0.94 | 161% |
| Returns for 1 year | 37.29 | 26.04 | 143% |
| Returns for 3 years | 61.26 | 31.53 | 194% |
| Returns for 5 years | 36.39 | 10.56 | 345% |
| Returns for 10 years | 101.56 | 45.66 | 222% |
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