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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
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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. SDFSX (53.3M). VSMAX pays higher dividends than SDFSX: VSMAX (1.18) vs SDFSX (0.54). 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). SDFSX annual gain was more profitable for investors over the last year : 24.93 vs. VSMAX (23.38). SDFSX (39.94) and VSMAX (38.56) have equivalent 5 years return.
| 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 | 18.273 | 15.756 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.3M | 189B | 0% |
| Annual Yield % from dividends | 0.54 | 1.18 | 46% |
| Returns for 1 year | 24.93 | 23.38 | 107% |
| Returns for 3 years | 55.07 | 48.24 | 114% |
| Returns for 5 years | 39.94 | 38.56 | 104% |
| Returns for 10 years | 133.63 | 158.07 | 85% |
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