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SDVSX vs VFIAX
SDVSX vs VFIAX Comparison
Open Charts SDVSX vs VFIAX
Vanguard 500 Index Admiral
Price$560.65
Change+$2.96 (+0.53%)
VolumeN/A
Net Assets1.35T
SDVSX vs VFIAX Comparison Chart
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SDVSX vs. VFIAX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. SDVSX (245M). VFIAX pays higher dividends than SDVSX: VFIAX (1.32) vs SDVSX (1.05). SDVSX was incepted earlier than VFIAX: SDVSX (19 years) vs VFIAX (24 years). SDVSX is a more actively managed with annual turnover of: 51.49 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 : 24.73 vs. SDVSX (7.30). VFIAX return over 5 years is better than : 87.32 vs. SDVSX (18.39).
| SDVSX | VFIAX | SDVSX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 2.375 | 2.751 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 1.35T | 0% |
| Annual Yield % from dividends | 1.05 | 1.32 | 79% |
| Returns for 1 year | 7.30 | 24.73 | 30% |
| Returns for 3 years | 0.28 | 33.85 | 1% |
| Returns for 5 years | 18.39 | 87.32 | 21% |
| Returns for 10 years | 7.38 | 199.28 | 4% |
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