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DVFYX vs SBFAX
DVFYX vs SBFAX Comparison
Open Charts DVFYX vs SBFAX
DVFYX vs SBFAX Comparison Chart in %
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DVFYX vs. SBFAX commentary
Jun 20, 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 DVFYX is a Hold and SBFAX is a Hold.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.12B vs. SBFAX (94.3M). DVFYX pays higher dividends than SBFAX: DVFYX (1.59) vs SBFAX (0.07). DVFYX was incepted earlier than SBFAX: DVFYX (29 years) vs SBFAX (28 years). SBFAX (1.46) is less costly to investors than DVFYX (0.69). DVFYX is a more actively managed with annual turnover of: 10.00 vs. SBFAX (9.00). SBFAX has a lower initial minimum investment than DVFYX: SBFAX (1000) vs DVFYX (5000000). DVFYX annual gain was more profitable for investors over the last year : 12.87 vs. SBFAX (-10.22). DVFYX return over 5 years is better than : 57.82 vs. SBFAX (-16.73).
| DVFYX | SBFAX | DVFYX / SBFAX | |
| Total Expense Ratio | 0.69 | 1.46 | 47% |
| Annual Report Gross Expense Ratio | 0.69 | 1.46 | 47% |
| Fund Existence | 29 years | 28 years | - |
| Gain YTD | -2.764 | -2.269 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 94.3M | 1,192% |
| Annual Yield % from dividends | 1.59 | 0.07 | 2,158% |
| Returns for 1 year | 12.87 | -10.22 | -126% |
| Returns for 3 years | 64.41 | 5.21 | 1,237% |
| Returns for 5 years | 57.82 | -16.73 | -346% |
| Returns for 10 years | 130.24 | 41.02 | 317% |
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