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FXAIX vs SDVGX ᐉ Comparison: Which is Better to Invest?
FXAIX vs SDVGX Comparison
Open Charts FXAIX vs SDVGX
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FXAIX vs SDVGX Comparison Chart
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FXAIX vs. SDVGX commentary
Dec 11, 2023
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 FXAIX is a Buy and SDVGX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 447B vs. SDVGX (220M). FXAIX pays higher dividends than SDVGX: FXAIX (1.47) vs SDVGX (1.30). FXAIX was incepted earlier than SDVGX: FXAIX (13 years) vs SDVGX (20 years). SDVGX (1.00) is less costly to investors than FXAIX (0.01). SDVGX is a more actively managed with annual turnover of: 51.49 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than SDVGX: FXAIX (0) vs SDVGX (100000). FXAIX annual gain was more profitable for investors over the last year : 18.10 vs. SDVGX (-1.30). FXAIX return over 5 years is better than : 84.34 vs. SDVGX (0.54).
| FXAIX | SDVGX | FXAIX / SDVGX | |
| Total Expense Ratio | 0.01 | 0.70 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 1.00 | 2% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 21.807 | 11.268 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | 100000 | - |
| Net Assets | 447B | 220M | 203,182% |
| Annual Yield % from dividends | 1.47 | 1.30 | 113% |
| Returns for 1 year | 18.10 | -1.30 | -1,395% |
| Returns for 3 years | 30.31 | -2.09 | -1,453% |
| Returns for 5 years | 84.34 | 0.54 | 15,729% |
| Returns for 10 years | 179.20 | -1.96 | -9,127% |
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