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DFVQX vs SBSIX
DFVQX vs SBSIX Comparison
Open Charts DFVQX vs SBSIX
DFVQX vs SBSIX Comparison Chart in %
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DFVQX vs. SBSIX commentary
Jun 24, 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 SBSIX is a Hold.
FUNDAMENTALS
Fundamentals
DFVQX has more cash in the bank: 4.37B vs. SBSIX (80.8M). SBSIX pays higher dividends than DFVQX: SBSIX (5.07) vs DFVQX (2.90). DFVQX was incepted earlier than SBSIX: DFVQX (18 years) vs SBSIX (15 years). SBSIX (1.49) is less costly to investors than DFVQX (0.29). SBSIX is a more actively managed with annual turnover of: 105.00 vs. DFVQX (10.00). DFVQX has a lower initial minimum investment than SBSIX: DFVQX (0) vs SBSIX (250000). DFVQX annual gain was more profitable for investors over the last year : 30.24 vs. SBSIX (27.21). SBSIX return over 5 years is better than : 69.57 vs. DFVQX (59.52).
| DFVQX | SBSIX | DFVQX / SBSIX | |
| Total Expense Ratio | 0.29 | 1.05 | 28% |
| Annual Report Gross Expense Ratio | 0.29 | 1.49 | 19% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 11.349 | 4.864 | 233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.37B | 80.8M | 5,403% |
| Annual Yield % from dividends | 2.90 | 5.07 | 57% |
| Returns for 1 year | 30.24 | 27.21 | 111% |
| Returns for 3 years | 76.65 | 86.62 | 88% |
| Returns for 5 years | 59.52 | 69.57 | 86% |
| Returns for 10 years | 135.87 | 122.79 | 111% |
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