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DFSVX vs SBHVX
DFSVX vs SBHVX Comparison
Open Charts DFSVX vs SBHVX
DFSVX vs SBHVX Comparison Chart in %
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DFSVX 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 DFSVX is a Hold and SBHVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.5B vs. SBHVX (402M). DFSVX pays higher dividends than SBHVX: DFSVX (1.50) vs SBHVX (0.43). DFSVX was incepted earlier than SBHVX: DFSVX (34 years) vs SBHVX (13 years). SBHVX (1.01) is less costly to investors than DFSVX (0.31). SBHVX is a more actively managed with annual turnover of: 39.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than SBHVX: DFSVX (0) vs SBHVX (250000). DFSVX annual gain was more profitable for investors over the last year : 20.33 vs. SBHVX (5.06). DFSVX return over 5 years is better than : 48.78 vs. SBHVX (21.11).
| DFSVX | SBHVX | DFSVX / SBHVX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.01 | 31% |
| Fund Existence | 34 years | 13 years | - |
| Gain YTD | 19.169 | 14.686 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.5B | 402M | 4,851% |
| Annual Yield % from dividends | 1.50 | 0.43 | 350% |
| Returns for 1 year | 20.33 | 5.06 | 402% |
| Returns for 3 years | 57.25 | 35.95 | 159% |
| Returns for 5 years | 48.78 | 21.11 | 231% |
| Returns for 10 years | 101.25 | 67.45 | 150% |
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