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SDVRX vs VMVAX
SDVRX vs VMVAX Comparison
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SDVRX vs VMVAX Comparison Chart in %
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SDVRX vs. VMVAX commentary
Jul 02, 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 SDVRX is a Buy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 36.6B vs. SDVRX (189M). VMVAX pays higher dividends than SDVRX: VMVAX (1.88) vs SDVRX (0.69). SDVRX was incepted earlier than VMVAX: SDVRX (12 years) vs VMVAX (15 years). SDVRX (6.37) is less costly to investors than VMVAX (0.07). SDVRX is a more actively managed with annual turnover of: 111.00 vs. VMVAX (23.00). SDVRX has a lower initial minimum investment than VMVAX: SDVRX (0) vs VMVAX (3000). SDVRX annual gain was more profitable for investors over the last year : 28.65 vs. VMVAX (18.82). SDVRX return over 5 years is better than : 55.07 vs. VMVAX (40.93).
| SDVRX | VMVAX | SDVRX / VMVAX | |
| Total Expense Ratio | 1.45 | 0.07 | 2,071% |
| Annual Report Gross Expense Ratio | 6.37 | 0.07 | 9,100% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 18.827 | 11.524 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 36.6B | 1% |
| Annual Yield % from dividends | 0.69 | 1.88 | 37% |
| Returns for 1 year | 28.65 | 18.82 | 152% |
| Returns for 3 years | 59.78 | 43.72 | 137% |
| Returns for 5 years | 55.07 | 40.93 | 135% |
| Returns for 10 years | 92.62 | 125.41 | 74% |
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