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SDFSX vs VSCIX
SDFSX vs VSCIX Comparison
Open Charts SDFSX vs VSCIX
Sit Small Cap Dividend Growth S
Price$17.87
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets38.78M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
SDFSX vs VSCIX Comparison Chart in %
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SDFSX vs. VSCIX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. SDFSX (38.8M). VSCIX pays higher dividends than SDFSX: VSCIX (1.41) vs SDFSX (0.65). 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 : 12.26 vs. SDFSX (11.34). VSCIX return over 5 years is better than : 69.54 vs. SDFSX (63.77).
| 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 | 5.328 | 1.448 | 368% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.8M | 148B | 0% |
| Annual Yield % from dividends | 0.65 | 1.41 | 46% |
| Returns for 1 year | 11.34 | 12.26 | 92% |
| Returns for 3 years | 41.78 | 37.94 | 110% |
| Returns for 5 years | 63.77 | 69.54 | 92% |
| Returns for 10 years | 95.55 | 109.37 | 87% |