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DVFYX vs FIDSX
DVFYX vs FIDSX Comparison
Open Charts DVFYX vs FIDSX
DVFYX vs FIDSX Comparison Chart in %
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DVFYX vs. FIDSX commentary
Jul 16, 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 DVFYX is a Hold and FIDSX is a Hold.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.18B vs. FIDSX (811M). FIDSX pays higher dividends than DVFYX: FIDSX (1.63) vs DVFYX (1.49). DVFYX was incepted earlier than FIDSX: DVFYX (29 years) vs FIDSX (45 years). DVFYX (0.69) and FIDSX (0.68) have similar cost to investors . FIDSX is a more actively managed with annual turnover of: 37.00 vs. DVFYX (10.00). FIDSX has a lower initial minimum investment than DVFYX: FIDSX (0) vs DVFYX (5000000). DVFYX annual gain was more profitable for investors over the last year : 15.33 vs. FIDSX (9.96). DVFYX return over 5 years is better than : 64.77 vs. FIDSX (49.04).
| DVFYX | FIDSX | DVFYX / FIDSX | |
| Total Expense Ratio | 0.69 | 0.68 | 101% |
| Annual Report Gross Expense Ratio | 0.69 | 0.68 | 101% |
| Fund Existence | 29 years | 45 years | - |
| Gain YTD | 3.669 | 6.398 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 811M | 146% |
| Annual Yield % from dividends | 1.49 | 1.63 | 92% |
| Returns for 1 year | 15.33 | 9.96 | 154% |
| Returns for 3 years | 77.31 | 69.52 | 111% |
| Returns for 5 years | 64.77 | 49.04 | 132% |
| Returns for 10 years | 140.40 | 128.50 | 109% |
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