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SDVSX vs VFINX
SDVSX vs VFINX Comparison
Open Charts SDVSX vs VFINX
Vanguard 500 Index Investor
Price$553.73
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
SDVSX vs VFINX Comparison Chart
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SDVSX vs. VFINX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. SDVSX (244M). VFINX pays higher dividends than SDVSX: VFINX (1.24) vs SDVSX (1.05). SDVSX was incepted earlier than VFINX: SDVSX (19 years) vs VFINX (48 years). SDVSX is a more actively managed with annual turnover of: 51.49 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 : 25.53 vs. SDVSX (8.56). VFINX return over 5 years is better than : 80.24 vs. SDVSX (14.95).
| SDVSX | VFINX | SDVSX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 48 years | - |
| Gain YTD | 2.054 | 2.006 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244M | 1.35T | 0% |
| Annual Yield % from dividends | 1.05 | 1.24 | 85% |
| Returns for 1 year | 8.56 | 25.53 | 34% |
| Returns for 3 years | -1.00 | 31.14 | -3% |
| Returns for 5 years | 14.95 | 80.24 | 19% |
| Returns for 10 years | 6.54 | 197.00 | 3% |
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