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SDFSX vs VSCIX
SDFSX vs VSCIX Comparison
Open Charts SDFSX vs VSCIX
Sit Small Cap Dividend Growth S
Price$18.10
Change-$0.16 (-0.88%)
VolumeN/A
Net Assets39.38M
Vanguard Small Cap Index I
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
SDFSX vs VSCIX Comparison Chart in %
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SDFSX vs. VSCIX commentary
Aug 18, 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. SDFSX (39.4M). VSCIX pays higher dividends than SDFSX: VSCIX (1.38) vs SDFSX (0.68). SDFSX was incepted earlier than VSCIX: SDFSX (10 years) vs VSCIX (28 years). SDFSX (1.56) is less costly to investors than VSCIX (0.04). VSCIX (13.00) and SDFSX (12.81) have comparable annual turnover. SDFSX has a lower initial minimum investment than VSCIX: SDFSX (5000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 9.18 vs. SDFSX (8.43). VSCIX return over 5 years is better than : 57.74 vs. SDFSX (51.63).
| SDFSX | VSCIX | SDFSX / VSCIX | |
| Total Expense Ratio | 1.16 | 0.04 | 2,900% |
| Annual Report Gross Expense Ratio | 1.56 | 0.04 | 3,900% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | 6.939 | 2.527 | 275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.4M | 154B | 0% |
| Annual Yield % from dividends | 0.68 | 1.38 | 49% |
| Returns for 1 year | 8.43 | 9.18 | 92% |
| Returns for 3 years | 24.98 | 20.49 | 122% |
| Returns for 5 years | 51.63 | 57.74 | 89% |
| Returns for 10 years | 97.24 | 113.17 | 86% |
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