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SDFSX vs VSMAX
SDFSX vs VSMAX Comparison
Open Charts SDFSX vs VSMAX
Sit Small Cap Dividend Growth S
Price$20.34
Change+$1.69 (+9.06%)
VolumeN/A
Net Assets48.22M
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
SDFSX vs VSMAX Comparison Chart in %
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SDFSX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SDFSX (48.2M). VSMAX pays higher dividends than SDFSX: VSMAX (1.27) vs SDFSX (0.68). SDFSX was incepted earlier than VSMAX: SDFSX (11 years) vs VSMAX (25 years). SDFSX (1.15) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 13.00 vs. SDFSX (11.54). VSMAX has a lower initial minimum investment than SDFSX: VSMAX (3000) vs SDFSX (5000). SDFSX annual gain was more profitable for investors over the last year : 17.73 vs. VSMAX (10.71). SDFSX return over 5 years is better than : 38.62 vs. VSMAX (31.93).
| SDFSX | VSMAX | SDFSX / VSMAX | |
| Total Expense Ratio | 1.15 | 0.05 | 2,300% |
| Annual Report Gross Expense Ratio | 1.15 | 0.05 | 2,300% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 8.480 | 5.535 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.2M | 162B | 0% |
| Annual Yield % from dividends | 0.68 | 1.27 | 54% |
| Returns for 1 year | 17.73 | 10.71 | 166% |
| Returns for 3 years | 42.38 | 33.11 | 128% |
| Returns for 5 years | 38.62 | 31.93 | 121% |
| Returns for 10 years | 155.69 | 186.87 | 83% |
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