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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
Jul 10, 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: 1.17B vs. SBFAX (97.5M). DVFYX pays higher dividends than SBFAX: DVFYX (1.49) 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 : 12.02 vs. SBFAX (-10.73). DVFYX return over 5 years is better than : 59.51 vs. SBFAX (-14.73).
| 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 | 2.088 | 2.496 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 97.5M | 1,196% |
| Annual Yield % from dividends | 1.49 | 0.07 | 2,131% |
| Returns for 1 year | 12.02 | -10.73 | -112% |
| Returns for 3 years | 78.80 | 11.57 | 681% |
| Returns for 5 years | 59.51 | -14.73 | -404% |
| Returns for 10 years | 141.79 | 46.37 | 306% |
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