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DFSVX vs SBHVX
DFSVX vs SBHVX Comparison
Open Charts DFSVX vs SBHVX
DFA US Small Cap Value I
Price$52.12
Change+$0.87 (+1.70%)
VolumeN/A
Net Assets16.71B
Segall Bryant & Hamill Sm Cp Val Ins
Price$16.76
Change+$0.38 (+2.32%)
VolumeN/A
Net Assets401.67M
DFSVX vs SBHVX Comparison Chart in %
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DFSVX vs. SBHVX commentary
Dec 05, 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 Buy and SBHVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. SBHVX (402M). 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 : 0.82 vs. SBHVX (0.75). DFSVX return over 5 years is better than : 62.61 vs. SBHVX (33.50).
| 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 | 8.912 | 12.559 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 402M | 4,154% |
| Annual Yield % from dividends | 1.62 | 0.97 | 167% |
| Returns for 1 year | 0.82 | 0.75 | 110% |
| Returns for 3 years | 23.63 | 28.08 | 84% |
| Returns for 5 years | 62.61 | 33.50 | 187% |
| Returns for 10 years | 64.29 | 58.95 | 109% |
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