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SDVGX vs VFIAX
SDVGX vs VFIAX Comparison
Open Charts SDVGX vs VFIAX
Vanguard 500 Index Admiral
Price$522.74
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
SDVGX vs VFIAX Comparison Chart
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SDVGX vs. VFIAX commentary
May 11, 2025
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 VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. SDVGX (227M). VFIAX pays higher dividends than SDVGX: VFIAX (1.36) vs SDVGX (1.13). SDVGX was incepted earlier than VFIAX: SDVGX (21 years) vs VFIAX (25 years). SDVGX (1.00) is less costly to investors than VFIAX (0.04). SDVGX is a more actively managed with annual turnover of: 41.64 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than SDVGX: VFIAX (3000) vs SDVGX (100000). VFIAX annual gain was more profitable for investors over the last year : 8.59 vs. SDVGX (-3.52). VFIAX return over 5 years is better than : 93.15 vs. SDVGX (27.89).
| SDVGX | VFIAX | SDVGX / VFIAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 1.00 | 0.04 | 2,500% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | -2.245 | -3.675 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 1.34T | 0% |
| Annual Yield % from dividends | 1.13 | 1.36 | 84% |
| Returns for 1 year | -3.52 | 8.59 | -41% |
| Returns for 3 years | 6.44 | 41.54 | 16% |
| Returns for 5 years | 27.89 | 93.15 | 30% |
| Returns for 10 years | 1.37 | 169.85 | 1% |