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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
Sep 19, 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 Hold and SBHVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 16.8B vs. SBHVX (402M). DFFVX pays higher dividends than SBHVX: DFFVX (1.49) vs SBHVX (0.43). 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 : 17.77 vs. SBHVX (5.06). DFFVX return over 5 years is better than : 52.37 vs. SBHVX (21.11).
| 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 | 16.871 | 14.686 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 402M | 4,179% |
| Annual Yield % from dividends | 1.49 | 0.43 | 347% |
| Returns for 1 year | 17.77 | 5.06 | 351% |
| Returns for 3 years | 56.74 | 35.95 | 158% |
| Returns for 5 years | 52.37 | 21.11 | 248% |
| Returns for 10 years | 117.82 | 67.45 | 175% |
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