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SDFSX vs VRTIX
SDFSX vs VRTIX Comparison
Open Charts SDFSX vs VRTIX
Sit Small Cap Dividend Growth S
Price$19.18
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets44.77M
Vanguard Russell 2000 Index I
Price$390.71
Change+$1.07 (+0.27%)
VolumeN/A
Net Assets14.25B
SDFSX vs VRTIX Comparison Chart in %
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SDFSX vs. VRTIX commentary
Dec 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. SDFSX (44.8M). VRTIX pays higher dividends than SDFSX: VRTIX (1.17) vs SDFSX (0.66). SDFSX was incepted earlier than VRTIX: SDFSX (11 years) vs VRTIX (15 years). SDFSX (1.15) is less costly to investors than VRTIX (0.07). VRTIX is a more actively managed with annual turnover of: 14.00 vs. SDFSX (11.54). 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 : 13.07 vs. SDFSX (12.05). SDFSX return over 5 years is better than : 37.15 vs. VRTIX (29.26).
| SDFSX | VRTIX | SDFSX / VRTIX | |
| Total Expense Ratio | 1.15 | 0.07 | 1,643% |
| Annual Report Gross Expense Ratio | 1.15 | 0.07 | 1,643% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 13.506 | 14.503 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.8M | 14.3B | 0% |
| Annual Yield % from dividends | 0.66 | 1.17 | 56% |
| Returns for 1 year | 12.05 | 13.07 | 92% |
| Returns for 3 years | 49.50 | 46.54 | 106% |
| Returns for 5 years | 37.15 | 29.26 | 127% |
| Returns for 10 years | 122.57 | 130.53 | 94% |
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