Interact to see
Advertisement
Advertisement
DFSVX vs SBHVX
DFSVX vs SBHVX Comparison
Open Charts DFSVX vs SBHVX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Segall Bryant & Hamill Sm Cp Val Ins
Price$16.72
Change+$0.73 (+4.57%)
VolumeN/A
Net Assets409.66M
DFSVX vs SBHVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX 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 DFSVX is a Buy and SBHVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. SBHVX (410M). DFSVX pays higher dividends than SBHVX: DFSVX (1.58) vs SBHVX (0.46). DFSVX was incepted earlier than SBHVX: DFSVX (33 years) vs SBHVX (13 years). SBHVX (1.00) is less costly to investors than DFSVX (0.31). SBHVX is a more actively managed with annual turnover of: 33.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than SBHVX: DFSVX (0) vs SBHVX (250000). DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. SBHVX (12.36). DFSVX return over 5 years is better than : 55.54 vs. SBHVX (23.07).
| DFSVX | SBHVX | DFSVX / SBHVX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.00 | 31% |
| Fund Existence | 33 years | 13 years | - |
| Gain YTD | 9.431 | 11.615 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 410M | 4,366% |
| Annual Yield % from dividends | 1.58 | 0.46 | 347% |
| Returns for 1 year | 17.52 | 12.36 | 142% |
| Returns for 3 years | 35.91 | 25.10 | 143% |
| Returns for 5 years | 55.54 | 23.07 | 241% |
| Returns for 10 years | 121.92 | 96.36 | 127% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| UTES | 76.92 | 0.60 | +0.79% |
| Virtus Reaves Utilities ETF | |||
| WBIY | 34.05 | 0.09 | +0.25% |
| WBI Power Factor® High Dividend ETF | |||
| GLCR | 28.27 | N/A | N/A |
| GlacierShares Nasdaq Iceland ETF | |||
| GAL | 50.87 | -0.06 | -0.12% |
| State Street® Global Allocation ETF | |||
| ARMG | 5.08 | -0.24 | -4.51% |
| Leverage Shares 2X Long Arm Daily ETF | |||