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SDVSX vs VFIAX
SDVSX vs VFIAX Comparison
Open Charts SDVSX vs VFIAX
Vanguard 500 Index Admiral
Price$615.34
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
SDVSX vs VFIAX Comparison Chart in %
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VS
VS
SDVSX vs. VFIAX commentary
Oct 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 StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. SDVSX (229M). VFIAX pays higher dividends than SDVSX: VFIAX (1.14) vs SDVSX (0.71). SDVSX was incepted earlier than VFIAX: SDVSX (20 years) vs VFIAX (25 years). SDVSX (1.25) is less costly to investors than VFIAX (0.04). SDVSX is a more actively managed with annual turnover of: 48.72 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than SDVSX: VFIAX (3000) vs SDVSX (5000). VFIAX annual gain was more profitable for investors over the last year : 14.15 vs. SDVSX (1.61). VFIAX return over 5 years is better than : 91.55 vs. SDVSX (25.56).
| SDVSX | VFIAX | SDVSX / VFIAX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 1.25 | 0.04 | 3,125% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 14.605 | 13.413 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229M | 1.41T | 0% |
| Annual Yield % from dividends | 0.71 | 1.14 | 62% |
| Returns for 1 year | 1.61 | 14.15 | 11% |
| Returns for 3 years | 30.15 | 79.39 | 38% |
| Returns for 5 years | 25.56 | 91.55 | 28% |
| Returns for 10 years | 19.44 | 228.70 | 8% |
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