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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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VS
VS
SDVSX vs. VFIAX commentary
Aug 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 SDVSX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.69T vs. SDVSX (250M). VFIAX pays higher dividends than SDVSX: VFIAX (1.06) vs SDVSX (0.67). 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: 48.72 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 : 20.50 vs. SDVSX (8.75). VFIAX return over 5 years is better than : 72.92 vs. SDVSX (7.81).
| 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 | 10.537 | 12.253 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250M | 1.69T | 0% |
| Annual Yield % from dividends | 0.67 | 1.06 | 63% |
| Returns for 1 year | 8.75 | 20.50 | 43% |
| Returns for 3 years | 33.54 | 75.09 | 45% |
| Returns for 5 years | 7.81 | 72.92 | 11% |
| Returns for 10 years | 27.61 | 251.00 | 11% |
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