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SDFSX vs VSMAX
SDFSX vs VSMAX Comparison
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SDFSX vs VSMAX Comparison Chart in %
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SDFSX vs. VSMAX commentary
Aug 24, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. SDFSX (53.6M). VSMAX pays higher dividends than SDFSX: VSMAX (1.21) vs SDFSX (0.49). SDFSX was incepted earlier than VSMAX: SDFSX (11 years) vs VSMAX (26 years). SDFSX (1.15) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 17.00 vs. SDFSX (11.54). VSMAX has a lower initial minimum investment than SDFSX: VSMAX (3000) vs SDFSX (5000). VSMAX (24.79) and SDFSX (23.83) have marching annual gain over last year. VSMAX return over 5 years is better than : 42.24 vs. SDFSX (37.49).
| SDFSX | VSMAX | SDFSX / VSMAX | |
| Total Expense Ratio | 1.15 | 0.05 | 2,300% |
| Annual Report Gross Expense Ratio | 1.15 | 0.05 | 2,300% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 18.807 | 18.382 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.6M | 183B | 0% |
| Annual Yield % from dividends | 0.49 | 1.21 | 41% |
| Returns for 1 year | 23.83 | 24.79 | 96% |
| Returns for 3 years | 61.18 | 58.30 | 105% |
| Returns for 5 years | 37.49 | 42.24 | 89% |
| Returns for 10 years | 130.86 | 157.13 | 83% |
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