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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 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 DFVQX is a Hold and SBHSX is a Hold.
FUNDAMENTALS
Fundamentals
DFVQX has more cash in the bank: 4.35B vs. SBHSX (81.7M). 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 annual gain was more profitable for investors over the last year : 27.68 vs. SBHSX (26.24). SBHSX return over 5 years is better than : 72.04 vs. DFVQX (59.65).
| 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 | 12.025 | 8.617 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.35B | 81.7M | 5,324% |
| Annual Yield % from dividends | 3.07 | 4.52 | 68% |
| Returns for 1 year | 27.68 | 26.24 | 105% |
| Returns for 3 years | 68.40 | 82.32 | 83% |
| Returns for 5 years | 59.65 | 72.04 | 83% |
| Returns for 10 years | 125.36 | 110.21 | 114% |
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