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SDVSX vs VFINX
SDVSX vs VFINX Comparison
Open Charts SDVSX vs VFINX
Vanguard 500 Index Investor
Price$609.07
Change-$0.27 (-0.04%)
VolumeN/A
Net Assets1.37T
SDVSX vs VFINX Comparison Chart in %
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VS
SDVSX vs. VFINX commentary
Sep 15, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. SDVSX (227M). VFINX pays higher dividends than SDVSX: VFINX (1.07) vs SDVSX (0.73). SDVSX was incepted earlier than VFINX: SDVSX (19 years) vs VFINX (49 years). SDVSX (1.25) is less costly to investors than VFINX (0.14). SDVSX is a more actively managed with annual turnover of: 41.64 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SDVSX: VFINX (0) vs SDVSX (5000). VFINX annual gain was more profitable for investors over the last year : 17.73 vs. SDVSX (4.75). VFINX return over 5 years is better than : 97.14 vs. SDVSX (30.42).
| SDVSX | VFINX | SDVSX / VFINX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.25 | 0.14 | 893% |
| Fund Existence | 19 years | 49 years | - |
| Gain YTD | 13.731 | 12.224 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 1.37T | 0% |
| Annual Yield % from dividends | 0.73 | 1.07 | 68% |
| Returns for 1 year | 4.75 | 17.73 | 27% |
| Returns for 3 years | 22.91 | 67.46 | 34% |
| Returns for 5 years | 30.42 | 97.14 | 31% |
| Returns for 10 years | 20.39 | 232.74 | 9% |
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