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DVFYX vs FSRBX
DVFYX vs FSRBX Comparison
Open Charts DVFYX vs FSRBX
DVFYX vs FSRBX Comparison Chart in %
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DVFYX vs. FSRBX commentary
Jul 13, 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 FSRBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.18B vs. FSRBX (495M). FSRBX pays higher dividends than DVFYX: FSRBX (1.99) vs DVFYX (1.49). DVFYX was incepted earlier than FSRBX: DVFYX (29 years) vs FSRBX (40 years). DVFYX (0.69) and FSRBX (0.69) have similar cost to investors . FSRBX is a more actively managed with annual turnover of: 25.00 vs. DVFYX (10.00). FSRBX has a lower initial minimum investment than DVFYX: FSRBX (0) vs DVFYX (5000000). FSRBX annual gain was more profitable for investors over the last year : 18.11 vs. DVFYX (11.54). DVFYX return over 5 years is better than : 59.98 vs. FSRBX (53.30).
| DVFYX | FSRBX | DVFYX / FSRBX | |
| Total Expense Ratio | 0.69 | 0.69 | 100% |
| Annual Report Gross Expense Ratio | 0.69 | 0.69 | 100% |
| Fund Existence | 29 years | 40 years | - |
| Gain YTD | 2.390 | 12.921 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 495M | 238% |
| Annual Yield % from dividends | 1.49 | 1.99 | 75% |
| Returns for 1 year | 11.54 | 18.11 | 64% |
| Returns for 3 years | 76.37 | 100.37 | 76% |
| Returns for 5 years | 59.98 | 53.30 | 113% |
| Returns for 10 years | 139.62 | 83.15 | 168% |
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