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DFFVX vs SBHVX
DFFVX vs SBHVX Comparison
Open Charts DFFVX vs SBHVX
DFFVX vs SBHVX Comparison Chart in %
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DFFVX vs. SBHVX commentary
Aug 26, 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 DFFVX is a Buy and SBHVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 17B vs. SBHVX (414M). DFFVX pays higher dividends than SBHVX: DFFVX (1.49) vs SBHVX (0.42). DFFVX was incepted earlier than SBHVX: DFFVX (27 years) vs SBHVX (13 years). SBHVX (1.01) is less costly to investors than DFFVX (0.30). SBHVX is a more actively managed with annual turnover of: 39.00 vs. DFFVX (10.00). DFFVX has a lower initial minimum investment than SBHVX: DFFVX (0) vs SBHVX (250000). DFFVX annual gain was more profitable for investors over the last year : 24.49 vs. SBHVX (11.14). DFFVX return over 5 years is better than : 56.29 vs. SBHVX (21.81).
| DFFVX | SBHVX | DFFVX / SBHVX | |
| Total Expense Ratio | 0.29 | 0.99 | 29% |
| Annual Report Gross Expense Ratio | 0.30 | 1.01 | 30% |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 20.879 | 17.557 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 414M | 4,106% |
| Annual Yield % from dividends | 1.49 | 0.42 | 358% |
| Returns for 1 year | 24.49 | 11.14 | 220% |
| Returns for 3 years | 60.27 | 37.04 | 163% |
| Returns for 5 years | 56.29 | 21.81 | 258% |
| Returns for 10 years | 120.41 | 69.76 | 173% |