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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
Sep 12, 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: 17.9B vs. SDFSX (51M). VRTIX pays higher dividends than SDFSX: VRTIX (1.10) vs SDFSX (0.50). 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 (12.75). 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 : 19.79 vs. SDFSX (14.14). VRTIX return over 5 years is better than : 32.22 vs. SDFSX (30.36).
| 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 | 13.518 | 17.029 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51M | 17.9B | 0% |
| Annual Yield % from dividends | 0.50 | 1.10 | 45% |
| Returns for 1 year | 14.14 | 19.79 | 71% |
| Returns for 3 years | 54.12 | 57.69 | 94% |
| Returns for 5 years | 30.36 | 32.22 | 94% |
| Returns for 10 years | 127.11 | 148.64 | 86% |
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