SDFSX
Price
$18.03
Change
+$0.18 (+1.01%)
Updated
Jul 25 closing price
Net Assets
39.2M
VSMAX
Price
$118.19
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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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$18.03
Change+$0.18 (+1.01%)
VolumeN/A
Net Assets39.2M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
SDFSX vs VSMAX Comparison Chart in %
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VS
SDFSX vs. VSMAX commentary
Jul 27, 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: 153B vs. SDFSX (39.2M). 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 : 8.49 vs. SDFSX (6.62). VSMAX return over 5 years is better than : 66.87 vs. SDFSX (60.20).
SDFSXVSMAXSDFSX / VSMAX
Total Expense Ratio1.160.052,320%
Annual Report Gross Expense Ratio1.560.053,120%
Fund Existence10 years25 years-
Gain YTD6.5252.804233%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets39.2M153B0%
Annual Yield % from dividends0.651.4046%
Returns for 1 year6.628.4978%
Returns for 3 years36.5134.27107%
Returns for 5 years60.2066.8790%
Returns for 10 years100.69115.2187%
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