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SDFSX vs VRTIX
SDFSX vs VRTIX Comparison
Open Charts SDFSX vs VRTIX
Sit Small Cap Dividend Growth S
Price$18.44
Change-$0.42 (-2.23%)
VolumeN/A
Net Assets43.73M
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
SDFSX vs VRTIX Comparison Chart in %
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SDFSX vs. VRTIX commentary
Nov 14, 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 Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. SDFSX (43.7M). VRTIX pays higher dividends than SDFSX: VRTIX (1.18) vs SDFSX (0.67). 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 : 2.86 vs. SDFSX (2.24). SDFSX return over 5 years is better than : 47.97 vs. VRTIX (42.91).
| 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 | 11.612 | 10.359 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7M | 13.9B | 0% |
| Annual Yield % from dividends | 0.67 | 1.18 | 57% |
| Returns for 1 year | 2.24 | 2.86 | 78% |
| Returns for 3 years | 37.53 | 31.84 | 118% |
| Returns for 5 years | 47.97 | 42.91 | 112% |
| Returns for 10 years | 121.63 | 123.36 | 99% |
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