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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
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 SBSIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFVQX has more cash in the bank: 4.29B vs. SBSIX (79.3M). SBSIX pays higher dividends than DFVQX: SBSIX (4.87) vs DFVQX (3.14). 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 : 23.26 vs. SBSIX (21.51). SBSIX return over 5 years is better than : 66.83 vs. DFVQX (56.35).
| 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 | 9.553 | 4.931 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.29B | 79.3M | 5,414% |
| Annual Yield % from dividends | 3.14 | 4.87 | 64% |
| Returns for 1 year | 23.26 | 21.51 | 108% |
| Returns for 3 years | 65.18 | 76.66 | 85% |
| Returns for 5 years | 56.35 | 66.83 | 84% |
| Returns for 10 years | 123.36 | 113.70 | 108% |
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