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SDVSX vs VFINX
SDVSX vs VFINX Comparison
Open Charts SDVSX vs VFINX
SDVSX vs VFINX Comparison Chart in %
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SDVSX vs. VFINX commentary
Jul 14, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.67T vs. SDVSX (248M). VFINX pays higher dividends than SDVSX: VFINX (0.97) vs SDVSX (0.70). SDVSX was incepted earlier than VFINX: SDVSX (20 years) vs VFINX (50 years). SDVSX (0.95) is less costly to investors than VFINX (0.14). SDVSX is a more actively managed with annual turnover of: 48.72 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 : 21.06 vs. SDVSX (10.26). VFINX return over 5 years is better than : 73.37 vs. SDVSX (8.90).
| SDVSX | VFINX | SDVSX / VFINX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 0.95 | 0.14 | 679% |
| Fund Existence | 20 years | 50 years | - |
| Gain YTD | 8.862 | 10.684 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248M | 1.67T | 0% |
| Annual Yield % from dividends | 0.70 | 0.97 | 72% |
| Returns for 1 year | 10.26 | 21.06 | 49% |
| Returns for 3 years | 28.18 | 68.37 | 41% |
| Returns for 5 years | 8.90 | 73.37 | 12% |
| Returns for 10 years | 26.68 | 250.98 | 11% |
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