Interact to see
Advertisement
Advertisement
SDFSX vs VRTIX
SDFSX vs VRTIX Comparison
Open Charts SDFSX vs VRTIX
SDFSX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SDFSX vs. VRTIX commentary
Jul 14, 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 SDFSX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. SDFSX (53.3M). VRTIX pays higher dividends than SDFSX: VRTIX (1.08) vs SDFSX (0.54). SDFSX was incepted earlier than VRTIX: SDFSX (11 years) vs VRTIX (16 years). SDFSX (1.15) is less costly to investors than VRTIX (0.05). VRTIX is a more actively managed with annual turnover of: 14.00 vs. SDFSX (11.54). SDFSX has a lower initial minimum investment than VRTIX: SDFSX (5000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.72 vs. SDFSX (24.93). SDFSX return over 5 years is better than : 39.94 vs. VRTIX (37.70).
| SDFSX | VRTIX | SDFSX / VRTIX | |
| Total Expense Ratio | 1.15 | 0.05 | 2,300% |
| Annual Report Gross Expense Ratio | 1.15 | 0.05 | 2,300% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 18.273 | 20.296 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.3M | 18.6B | 0% |
| Annual Yield % from dividends | 0.54 | 1.08 | 50% |
| Returns for 1 year | 24.93 | 33.72 | 74% |
| Returns for 3 years | 55.07 | 56.10 | 98% |
| Returns for 5 years | 39.94 | 37.70 | 106% |
| Returns for 10 years | 133.63 | 157.61 | 85% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement