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DFSVX vs SBRVX
DFSVX vs SBRVX Comparison
Open Charts DFSVX vs SBRVX
DFSVX vs SBRVX Comparison Chart in %
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DFSVX vs. SBRVX commentary
Jun 03, 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 Buy and SBRVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.7B vs. SBRVX (426M). DFSVX pays higher dividends than SBRVX: DFSVX (1.51) vs SBRVX (0.29). DFSVX was incepted earlier than SBRVX: DFSVX (33 years) vs SBRVX (6 years). SBRVX (1.29) is less costly to investors than DFSVX (0.31). SBRVX is a more actively managed with annual turnover of: 39.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than SBRVX: DFSVX (0) vs SBRVX (2500). DFSVX annual gain was more profitable for investors over the last year : 37.29 vs. SBRVX (30.59). DFSVX return over 5 years is better than : 36.39 vs. SBRVX (15.80).
| DFSVX | SBRVX | DFSVX / SBRVX | |
| Total Expense Ratio | 0.31 | 1.14 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.29 | 24% |
| Fund Existence | 33 years | 6 years | - |
| Gain YTD | 16.319 | 18.876 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 426M | 4,390% |
| Annual Yield % from dividends | 1.51 | 0.29 | 526% |
| Returns for 1 year | 37.29 | 30.59 | 122% |
| Returns for 3 years | 61.26 | 42.18 | 145% |
| Returns for 5 years | 36.39 | 15.80 | 230% |
| Returns for 10 years | 101.56 | N/A | - |
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