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DFFVX vs SBHVX
DFFVX vs SBHVX Comparison
Open Charts DFFVX vs SBHVX
DFA US Targeted Value I
Price$40.19
Change+$4.46 (+12.48%)
VolumeN/A
Net Assets14.92B
Segall Bryant & Hamill Sm Cp Val Ins
Price$16.72
Change+$0.73 (+4.57%)
VolumeN/A
Net Assets409.66M
DFFVX vs SBHVX Comparison Chart in %
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DFFVX vs. SBHVX commentary
Feb 04, 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 DFFVX is a Buy and SBHVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.9B vs. SBHVX (410M). DFFVX pays higher dividends than SBHVX: DFFVX (1.58) vs SBHVX (0.46). DFFVX was incepted earlier than SBHVX: DFFVX (26 years) vs SBHVX (13 years). SBHVX (1.00) is less costly to investors than DFFVX (0.30). SBHVX is a more actively managed with annual turnover of: 33.00 vs. DFFVX (10.00). DFFVX has a lower initial minimum investment than SBHVX: DFFVX (0) vs SBHVX (250000). DFFVX annual gain was more profitable for investors over the last year : 17.44 vs. SBHVX (12.36). DFFVX return over 5 years is better than : 62.65 vs. SBHVX (23.07).
| DFFVX | SBHVX | DFFVX / SBHVX | |
| Total Expense Ratio | 0.29 | 0.99 | 29% |
| Annual Report Gross Expense Ratio | 0.30 | 1.00 | 30% |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 8.680 | 11.615 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 410M | 3,634% |
| Annual Yield % from dividends | 1.58 | 0.46 | 347% |
| Returns for 1 year | 17.44 | 12.36 | 141% |
| Returns for 3 years | 37.63 | 25.10 | 150% |
| Returns for 5 years | 62.65 | 23.07 | 272% |
| Returns for 10 years | 141.58 | 96.36 | 147% |
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