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DFSVX vs SBHVX
DFSVX vs SBHVX Comparison
Open Charts DFSVX vs SBHVX
DFA US Small Cap Value I
Price$52.46
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets16.73B
Segall Bryant & Hamill Sm Cp Val Ins
Price$15.38
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets389.06M
DFSVX vs SBHVX Comparison Chart in %
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DFSVX vs. SBHVX commentary
Dec 28, 2025
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 Hold and SBHVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. SBHVX (389M). DFSVX pays higher dividends than SBHVX: DFSVX (1.62) vs SBHVX (0.97). DFSVX was incepted earlier than SBHVX: DFSVX (33 years) vs SBHVX (12 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 (12.00). 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 : 8.55 vs. SBHVX (2.57). DFSVX return over 5 years is better than : 62.34 vs. SBHVX (19.13).
| 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 | 12 years | - |
| Gain YTD | 9.622 | 3.291 | 292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 389M | 4,293% |
| Annual Yield % from dividends | 1.62 | 0.97 | 167% |
| Returns for 1 year | 8.55 | 2.57 | 332% |
| Returns for 3 years | 39.26 | 25.99 | 151% |
| Returns for 5 years | 62.34 | 19.13 | 326% |
| Returns for 10 years | 79.11 | 60.85 | 130% |
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