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SDFSX vs VRTIX
SDFSX vs VRTIX Comparison
Open Charts SDFSX vs VRTIX
Sit Small Cap Dividend Growth S
Price$20.34
Change+$1.69 (+9.06%)
VolumeN/A
Net Assets48.22M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
SDFSX vs VRTIX Comparison Chart in %
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SDFSX vs. VRTIX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. SDFSX (48.2M). VRTIX pays higher dividends than SDFSX: VRTIX (1.19) vs SDFSX (0.68). 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). SDFSX (17.73) and VRTIX (17.71) have marching annual gain over last year. SDFSX return over 5 years is better than : 38.62 vs. VRTIX (22.38).
| 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 | 8.480 | 6.757 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.2M | 14.3B | 0% |
| Annual Yield % from dividends | 0.68 | 1.19 | 58% |
| Returns for 1 year | 17.73 | 17.71 | 100% |
| Returns for 3 years | 42.38 | 35.16 | 121% |
| Returns for 5 years | 38.62 | 22.38 | 173% |
| Returns for 10 years | 155.69 | 180.76 | 86% |
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