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SDFSX vs VRTIX
SDFSX vs VRTIX Comparison
Open Charts SDFSX vs VRTIX
SDFSX vs VRTIX Comparison Chart in %
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SDFSX vs. VRTIX commentary
Jun 17, 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: 17.5B vs. SDFSX (53.4M). VRTIX pays higher dividends than SDFSX: VRTIX (1.07) vs SDFSX (0.57). SDFSX was incepted earlier than VRTIX: SDFSX (11 years) vs VRTIX (15 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 : 40.03 vs. SDFSX (32.86). SDFSX return over 5 years is better than : 41.13 vs. VRTIX (32.03).
| 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 | 15 years | - |
| Gain YTD | 19.562 | 19.909 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.4M | 17.5B | 0% |
| Annual Yield % from dividends | 0.57 | 1.07 | 53% |
| Returns for 1 year | 32.86 | 40.03 | 82% |
| Returns for 3 years | 62.76 | 60.01 | 105% |
| Returns for 5 years | 41.13 | 32.03 | 128% |
| Returns for 10 years | 147.03 | 170.13 | 86% |
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