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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
Jun 04, 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: 1.6T vs. SDVSX (242M). VFIAX pays higher dividends than SDVSX: VFIAX (1.02) vs SDVSX (0.70). 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 : 28.07 vs. SDVSX (13.71). VFIAX return over 5 years is better than : 81.36 vs. SDVSX (9.84).
| 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 | 6.703 | 11.204 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 1.6T | 0% |
| Annual Yield % from dividends | 0.70 | 1.02 | 69% |
| Returns for 1 year | 13.71 | 28.07 | 49% |
| Returns for 3 years | 30.79 | 77.58 | 40% |
| Returns for 5 years | 9.84 | 81.36 | 12% |
| Returns for 10 years | 28.36 | 262.10 | 11% |
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