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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
DFVQX has more cash in the bank: 4.51B vs. SBHSX (86.1M). SBHSX pays higher dividends than DFVQX: SBHSX (4.52) vs DFVQX (3.07). 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 (26.27) and SBHSX (26.08) have marching annual gain over last year. SBHSX return over 5 years is better than : 84.09 vs. DFVQX (67.81).
| 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 | 16.351 | 14.539 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.51B | 86.1M | 5,232% |
| Annual Yield % from dividends | 3.07 | 4.52 | 68% |
| Returns for 1 year | 26.27 | 26.08 | 101% |
| Returns for 3 years | 83.13 | 100.76 | 83% |
| Returns for 5 years | 67.81 | 84.09 | 81% |
| Returns for 10 years | 126.10 | 116.39 | 108% |
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