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SBFAX vs VFAIX
SBFAX vs VFAIX Comparison
Open Charts SBFAX vs VFAIX
1919 Financial Services A
Price$28.68
Change-$0.56 (-1.92%)
VolumeN/A
Net Assets117.56M
Vanguard Financials Index Admiral
Price$60.64
Change-$1.30 (-2.10%)
VolumeN/A
Net Assets13.04B
SBFAX vs VFAIX Comparison Chart
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SBFAX vs. VFAIX commentary
Jun 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 SBFAX is a StrongBuy and VFAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 13B vs. SBFAX (118M). VFAIX pays higher dividends than SBFAX: VFAIX (1.77) vs SBFAX (0.66). SBFAX was incepted earlier than VFAIX: SBFAX (27 years) vs VFAIX (21 years). SBFAX (1.36) is less costly to investors than VFAIX (0.09). VFAIX is a more actively managed with annual turnover of: 5.00 vs. SBFAX (4.00). SBFAX has a lower initial minimum investment than VFAIX: SBFAX (1000) vs VFAIX (100000). VFAIX annual gain was more profitable for investors over the last year : 22.59 vs. SBFAX (9.92). VFAIX return over 5 years is better than : 106.89 vs. SBFAX (36.28).
| SBFAX | VFAIX | SBFAX / VFAIX | |
| Total Expense Ratio | 1.36 | 0.09 | 1,511% |
| Annual Report Gross Expense Ratio | 1.36 | 0.09 | 1,511% |
| Fund Existence | 27 years | 21 years | - |
| Gain YTD | -1.138 | 2.553 | -45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 13B | 1% |
| Annual Yield % from dividends | 0.66 | 1.77 | 37% |
| Returns for 1 year | 9.92 | 22.59 | 44% |
| Returns for 3 years | 7.26 | 58.01 | 13% |
| Returns for 5 years | 36.28 | 106.89 | 34% |
| Returns for 10 years | 47.32 | 141.11 | 34% |
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