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SDVSX vs VFINX
SDVSX vs VFINX Comparison
Open Charts SDVSX vs VFINX
Vanguard 500 Index Investor
Price$487.72
Change+$0.65 (+0.13%)
VolumeN/A
Net Assets1.32T
SDVSX vs VFINX Comparison Chart
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SDVSX vs. VFINX commentary
Apr 18, 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: 1.32T vs. SDVSX (214M). VFINX pays higher dividends than SDVSX: VFINX (1.24) vs SDVSX (0.90). 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 : 5.09 vs. SDVSX (-4.63). VFINX return over 5 years is better than : 83.59 vs. SDVSX (21.97).
| 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 | -6.585 | -10.262 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 1.32T | 0% |
| Annual Yield % from dividends | 0.90 | 1.24 | 72% |
| Returns for 1 year | -4.63 | 5.09 | -91% |
| Returns for 3 years | -5.61 | 20.21 | -28% |
| Returns for 5 years | 21.97 | 83.59 | 26% |
| Returns for 10 years | -5.27 | 151.62 | -3% |