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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
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.1B vs. WSMVX (25M). DFSVX pays higher dividends than WSMVX: DFSVX (1.54) vs WSMVX (0.88). 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 : 27.77 vs. WSMVX (21.95). DFSVX return over 5 years is better than : 49.27 vs. WSMVX (25.19).
| 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 | 18.935 | 23.656 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 25M | 76,400% |
| Annual Yield % from dividends | 1.54 | 0.88 | 175% |
| Returns for 1 year | 27.77 | 21.95 | 127% |
| Returns for 3 years | 54.48 | 32.10 | 170% |
| Returns for 5 years | 49.27 | 25.19 | 196% |
| Returns for 10 years | 99.33 | 50.61 | 196% |
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