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DFSTX vs WMCVX
DFSTX vs WMCVX Comparison
Open Charts DFSTX vs WMCVX
DFSTX vs WMCVX Comparison Chart in %
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DFSTX vs. WMCVX commentary
Nov 14, 2025
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 DFSTX is a Buy and WMCVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.6B vs. WMCVX (1.45B). DFSTX pays higher dividends than WMCVX: DFSTX (1.08) vs WMCVX (0.06). DFSTX was incepted earlier than WMCVX: DFSTX (34 years) vs WMCVX (28 years). WMCVX (1.18) is less costly to investors than DFSTX (0.28). WMCVX is a more actively managed with annual turnover of: 69.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than WMCVX: DFSTX (0) vs WMCVX (2000). DFSTX annual gain was more profitable for investors over the last year : -1.42 vs. WMCVX (-24.76). DFSTX return over 5 years is better than : 52.16 vs. WMCVX (15.53).
| DFSTX | WMCVX | DFSTX / WMCVX | |
| Total Expense Ratio | 0.27 | 1.18 | 23% |
| Annual Report Gross Expense Ratio | 0.28 | 1.18 | 24% |
| Fund Existence | 34 years | 28 years | - |
| Gain YTD | 4.130 | -4.458 | -93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 1.45B | 1,149% |
| Annual Yield % from dividends | 1.08 | 0.06 | 1,745% |
| Returns for 1 year | -1.42 | -24.76 | 6% |
| Returns for 3 years | 24.60 | 4.95 | 497% |
| Returns for 5 years | 52.16 | 15.53 | 336% |
| Returns for 10 years | 73.35 | 62.04 | 118% |
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