SFDYX
Price
$30.71
Change
+$0.01 (+0.03%)
Updated
Jul 31 closing price
Net Assets
58.03M
VEXMX
Price
$179.20
Change
-$0.73 (-0.41%)
Updated
Jul 31 closing price
Net Assets
97.68B
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SFDYX vs VEXMX

SFDYX vs VEXMX Comparison Chart in %
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SFDYX vs. VEXMX commentary
Aug 03, 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 SFDYX is a Hold and VEXMX is a Buy.

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FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 97.7B vs. SFDYX (58M). VEXMX pays higher dividends than SFDYX: VEXMX (0.90) vs SFDYX (0.68). SFDYX was incepted earlier than VEXMX: SFDYX (11 years) vs VEXMX (39 years). SFDYX (0.74) is less costly to investors than VEXMX (0.19). SFDYX is a more actively managed with annual turnover of: 62.00 vs. VEXMX (12.00). VEXMX has a lower initial minimum investment than SFDYX: VEXMX (3000) vs SFDYX (100000). VEXMX annual gain was more profitable for investors over the last year : 19.71 vs. SFDYX (-0.60). VEXMX return over 5 years is better than : 28.12 vs. SFDYX (-2.93).
SFDYXVEXMXSFDYX / VEXMX
Total Expense Ratio0.640.19337%
Annual Report Gross Expense Ratio0.740.19389%
Fund Existence11 years39 years-
Gain YTD14.49213.033111%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets58M97.7B0%
Annual Yield % from dividends0.680.9076%
Returns for 1 year-0.6019.71-3%
Returns for 3 years15.5151.7530%
Returns for 5 years-2.9328.12-10%
Returns for 10 years42.45174.9224%
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