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SDFSX vs VRTIX
SDFSX vs VRTIX Comparison
Open Charts SDFSX vs VRTIX
Sit Small Cap Dividend Growth S
Price$18.56
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets43.11M
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
SDFSX vs VRTIX Comparison Chart in %
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SDFSX vs. VRTIX 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 SDFSX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. SDFSX (43.1M). VRTIX pays higher dividends than SDFSX: VRTIX (1.20) vs SDFSX (0.65). SDFSX was incepted earlier than VRTIX: SDFSX (11 years) vs VRTIX (15 years). SDFSX (1.56) is less costly to investors than VRTIX (0.07). VRTIX (12.00) and SDFSX (11.54) have comparable annual turnover. SDFSX has a lower initial minimum investment than VRTIX: SDFSX (5000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 7.92 vs. SDFSX (3.16). VRTIX (52.70) and SDFSX (51.68) have equivalent 5 years return.
| SDFSX | VRTIX | SDFSX / VRTIX | |
| Total Expense Ratio | 1.16 | 0.07 | 1,657% |
| Annual Report Gross Expense Ratio | 1.56 | 0.07 | 2,229% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 9.837 | 10.362 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.1M | 13.6B | 0% |
| Annual Yield % from dividends | 0.65 | 1.20 | 54% |
| Returns for 1 year | 3.16 | 7.92 | 40% |
| Returns for 3 years | 46.28 | 41.48 | 112% |
| Returns for 5 years | 51.68 | 52.70 | 98% |
| Returns for 10 years | 111.71 | 120.39 | 93% |