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Analysis and predictions SDVGX vs VFFSX
SDVGX vs VFFSX Comparison
Open Charts SDVGX vs VFFSX
Vanguard 500 Index Institutional Select
Price$223.27
Change+$0.22 (+0.10%)
VolumeN/A
CapitalizationN/A
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SDVGX vs VFFSX Comparison Chart
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SDVGX vs. VFFSX commentary
Nov 29, 2023
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 SDVGX is a Buy and VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 851B vs. SDVGX (220M). VFFSX pays higher dividends than SDVGX: VFFSX (1.62) vs SDVGX (1.40). SDVGX was incepted earlier than VFFSX: SDVGX (20 years) vs VFFSX (7 years). SDVGX (1.00) is less costly to investors than VFFSX (0.01). SDVGX is a more actively managed with annual turnover of: 51.49 vs. VFFSX (2.00). SDVGX has a lower initial minimum investment than VFFSX: SDVGX (100000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 14.93 vs. SDVGX (-1.77). VFFSX return over 5 years is better than : 66.24 vs. SDVGX (-4.14).
| SDVGX | VFFSX | SDVGX / VFFSX | |
| Total Expense Ratio | 0.70 | 0.01 | 7,000% |
| Annual Report Gross Expense Ratio | 1.00 | 0.01 | 10,000% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 10.375 | 19.002 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000000 | 0% |
| Min. Initial Investment IRA | 100000 | N/A | - |
| Net Assets | 220M | 851B | 0% |
| Annual Yield % from dividends | 1.40 | 1.62 | 86% |
| Returns for 1 year | -1.77 | 14.93 | -12% |
| Returns for 3 years | -1.38 | 25.25 | -5% |
| Returns for 5 years | -4.14 | 66.24 | -6% |
| Returns for 10 years | -3.29 | N/A | - |