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DFVQX vs SBHSX
DFVQX vs SBHSX Comparison
Open Charts DFVQX vs SBHSX
DFVQX vs SBHSX Comparison Chart in %
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DFVQX vs. SBHSX commentary
Jul 14, 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 DFVQX is a StrongBuy and SBHSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFVQX has more cash in the bank: 4.29B vs. SBHSX (79.3M). SBHSX pays higher dividends than DFVQX: SBHSX (4.79) vs DFVQX (3.14). DFVQX was incepted earlier than SBHSX: DFVQX (18 years) vs SBHSX (12 years). SBHSX (1.80) is less costly to investors than DFVQX (0.29). SBHSX is a more actively managed with annual turnover of: 105.00 vs. DFVQX (10.00). DFVQX has a lower initial minimum investment than SBHSX: DFVQX (0) vs SBHSX (2500). DFVQX annual gain was more profitable for investors over the last year : 23.26 vs. SBHSX (21.33). SBHSX return over 5 years is better than : 65.84 vs. DFVQX (56.35).
| DFVQX | SBHSX | DFVQX / SBHSX | |
| Total Expense Ratio | 0.29 | 1.20 | 24% |
| Annual Report Gross Expense Ratio | 0.29 | 1.80 | 16% |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | 9.553 | 4.781 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.29B | 79.3M | 5,414% |
| Annual Yield % from dividends | 3.14 | 4.79 | 66% |
| Returns for 1 year | 23.26 | 21.33 | 109% |
| Returns for 3 years | 65.18 | 76.05 | 86% |
| Returns for 5 years | 56.35 | 65.84 | 86% |
| Returns for 10 years | 123.36 | 109.92 | 112% |
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