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SDFSX vs VSMAX
SDFSX vs VSMAX Comparison
Open Charts SDFSX vs VSMAX
Sit Small Cap Dividend Growth S
Price$18.44
Change-$0.42 (-2.23%)
VolumeN/A
Net Assets43.73M
Vanguard Small Cap Index Admiral Shares
Price$119.94
Change-$2.71 (-2.21%)
VolumeN/A
Net Assets161.58B
SDFSX vs VSMAX Comparison Chart in %
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SDFSX vs. VSMAX commentary
Nov 14, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SDFSX (43.7M). VSMAX pays higher dividends than SDFSX: VSMAX (1.34) vs SDFSX (0.67). SDFSX was incepted earlier than VSMAX: SDFSX (11 years) vs VSMAX (25 years). SDFSX (1.56) 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 : 2.24 vs. VSMAX (1.45). VSMAX (48.41) and SDFSX (47.97) have equivalent 5 years return.
| SDFSX | VSMAX | SDFSX / VSMAX | |
| Total Expense Ratio | 1.16 | 0.05 | 2,320% |
| Annual Report Gross Expense Ratio | 1.56 | 0.05 | 3,120% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 11.612 | 6.757 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7M | 162B | 0% |
| Annual Yield % from dividends | 0.67 | 1.34 | 50% |
| Returns for 1 year | 2.24 | 1.45 | 154% |
| Returns for 3 years | 37.53 | 33.26 | 113% |
| Returns for 5 years | 47.97 | 48.41 | 99% |
| Returns for 10 years | 121.63 | 138.28 | 88% |
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