SDFSX
Price
$17.87
Change
+$0.13 (+0.73%)
Updated
Jul 3 closing price
Net Assets
38.78M
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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SDFSX vs VSMAX

Header iconSDFSX vs VSMAX Comparison
Open Charts SDFSX vs VSMAXBanner chart's image
Sit Small Cap Dividend Growth S
Price$17.87
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets38.78M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
SDFSX vs VSMAX Comparison Chart in %
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VS
SDFSX vs. VSMAX 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 VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SDFSX (38.8M). VSMAX pays higher dividends than SDFSX: VSMAX (1.40) vs SDFSX (0.65). SDFSX was incepted earlier than VSMAX: SDFSX (10 years) vs VSMAX (25 years). SDFSX (1.56) is less costly to investors than VSMAX (0.05). VSMAX (13.00) and SDFSX (12.81) have comparable annual turnover. VSMAX has a lower initial minimum investment than SDFSX: VSMAX (3000) vs SDFSX (5000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. SDFSX (11.34). VSMAX return over 5 years is better than : 69.54 vs. SDFSX (63.77).
SDFSXVSMAXSDFSX / VSMAX
Total Expense Ratio1.160.052,320%
Annual Report Gross Expense Ratio1.560.053,120%
Fund Existence10 years25 years-
Gain YTD5.3281.447368%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets38.8M148B0%
Annual Yield % from dividends0.651.4046%
Returns for 1 year11.3412.2593%
Returns for 3 years41.7837.95110%
Returns for 5 years63.7769.5492%
Returns for 10 years95.55109.3487%
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