Interact to see
Advertisement
Advertisement
SDVRX vs VMVIX
SDVRX vs VMVIX Comparison
Open Charts SDVRX vs VMVIX
SDVRX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SDVRX vs. VMVIX commentary
Jun 23, 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 Hold and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 36.6B vs. SDVRX (188M). VMVIX pays higher dividends than SDVRX: VMVIX (1.77) vs SDVRX (0.71). SDVRX was incepted earlier than VMVIX: SDVRX (12 years) vs VMVIX (20 years). SDVRX (6.37) is less costly to investors than VMVIX (0.19). SDVRX is a more actively managed with annual turnover of: 111.00 vs. VMVIX (23.00). SDVRX has a lower initial minimum investment than VMVIX: SDVRX (0) vs VMVIX (3000). SDVRX annual gain was more profitable for investors over the last year : 32.78 vs. VMVIX (20.91). SDVRX return over 5 years is better than : 55.53 vs. VMVIX (41.61).
| SDVRX | VMVIX | SDVRX / VMVIX | |
| Total Expense Ratio | 1.45 | 0.19 | 763% |
| Annual Report Gross Expense Ratio | 6.37 | 0.19 | 3,353% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 17.553 | 10.487 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 36.6B | 1% |
| Annual Yield % from dividends | 0.71 | 1.77 | 40% |
| Returns for 1 year | 32.78 | 20.91 | 157% |
| Returns for 3 years | 64.93 | 47.47 | 137% |
| Returns for 5 years | 55.53 | 41.61 | 133% |
| Returns for 10 years | 95.42 | 129.54 | 74% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement