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SDVSX vs VFIAX
SDVSX vs VFIAX Comparison
Open Charts SDVSX vs VFIAX
Vanguard 500 Index Admiral
Price$487.66
Change+$0.66 (+0.14%)
VolumeN/A
Net Assets1.32T
SDVSX vs VFIAX Comparison Chart
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SDVSX vs. VFIAX commentary
Apr 18, 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 SDVSX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. SDVSX (214M). VFIAX pays higher dividends than SDVSX: VFIAX (1.35) vs SDVSX (0.90). SDVSX was incepted earlier than VFIAX: SDVSX (19 years) vs VFIAX (24 years). SDVSX (1.25) is less costly to investors than VFIAX (0.04). SDVSX is a more actively managed with annual turnover of: 41.64 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than SDVSX: VFIAX (3000) vs SDVSX (5000). VFIAX annual gain was more profitable for investors over the last year : 5.09 vs. SDVSX (-4.63). VFIAX return over 5 years is better than : 83.58 vs. SDVSX (21.97).
| SDVSX | VFIAX | SDVSX / VFIAX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 1.25 | 0.04 | 3,125% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | -6.585 | -10.261 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 1.32T | 0% |
| Annual Yield % from dividends | 0.90 | 1.35 | 67% |
| Returns for 1 year | -4.63 | 5.09 | -91% |
| Returns for 3 years | -5.61 | 20.21 | -28% |
| Returns for 5 years | 21.97 | 83.58 | 26% |
| Returns for 10 years | -5.27 | 151.59 | -3% |
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