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SDVSX vs VFIAX
SDVSX vs VFIAX Comparison
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SDVSX vs VFIAX Comparison Chart in %
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SDVSX vs. VFIAX commentary
Sep 12, 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 SDVSX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.76T vs. SDVSX (244M). VFIAX pays higher dividends than SDVSX: VFIAX (1.03) vs SDVSX (0.66). SDVSX was incepted earlier than VFIAX: SDVSX (20 years) vs VFIAX (26 years). SDVSX (0.95) is less costly to investors than VFIAX (0.04). SDVSX is a more actively managed with annual turnover of: 43.80 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 : 15.25 vs. SDVSX (3.25). VFIAX return over 5 years is better than : 70.39 vs. SDVSX (6.78).
| SDVSX | VFIAX | SDVSX / VFIAX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 0.95 | 0.04 | 2,375% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 8.443 | 11.115 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244M | 1.76T | 0% |
| Annual Yield % from dividends | 0.66 | 1.03 | 64% |
| Returns for 1 year | 3.25 | 15.25 | 21% |
| Returns for 3 years | 29.64 | 70.26 | 42% |
| Returns for 5 years | 6.78 | 70.39 | 10% |
| Returns for 10 years | 28.90 | 258.35 | 11% |
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