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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
Aug 03, 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 Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. SDFSX (53M). VRTIX pays higher dividends than SDFSX: VRTIX (1.12) vs SDFSX (0.49). 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 : 33.01 vs. SDFSX (24.42). SDFSX (35.36) and VRTIX (34.10) have equivalent 5 years return.
| 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 | 17.525 | 18.455 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53M | 18.6B | 0% |
| Annual Yield % from dividends | 0.49 | 1.12 | 44% |
| Returns for 1 year | 24.42 | 33.01 | 74% |
| Returns for 3 years | 50.78 | 48.81 | 104% |
| Returns for 5 years | 35.36 | 34.10 | 104% |
| Returns for 10 years | 134.43 | 154.24 | 87% |
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