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SDLAX vs VTSMX
SDLAX vs VTSMX Comparison
Open Charts SDLAX vs VTSMX
SEI Dynamic Asset Allocation A (SIIT)
Price$20.62
Change-$0.07 (-0.34%)
VolumeN/A
Net Assets1.87B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
SDLAX vs VTSMX Comparison Chart in %
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SDLAX vs. VTSMX commentary
Sep 08, 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 SDLAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. SDLAX (1.87B). SDLAX pays higher dividends than VTSMX: SDLAX (1.50) vs VTSMX (1.07). SDLAX was incepted earlier than VTSMX: SDLAX (15 years) vs VTSMX (33 years). SDLAX (0.67) is less costly to investors than VTSMX (0.14). VTSMX is a more actively managed with annual turnover of: 2.00 vs. SDLAX (1.88). VTSMX has a lower initial minimum investment than SDLAX: VTSMX (3000) vs SDLAX (100000). VTSMX annual gain was more profitable for investors over the last year : 18.03 vs. SDLAX (-3.79). VTSMX return over 5 years is better than : 84.94 vs. SDLAX (9.07).
| SDLAX | VTSMX | SDLAX / VTSMX | |
| Total Expense Ratio | 0.03 | 0.14 | 21% |
| Annual Report Gross Expense Ratio | 0.67 | 0.14 | 479% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 13.860 | 10.330 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 1.95T | 0% |
| Annual Yield % from dividends | 1.50 | 1.07 | 141% |
| Returns for 1 year | -3.79 | 18.03 | -21% |
| Returns for 3 years | 7.19 | 63.63 | 11% |
| Returns for 5 years | 9.07 | 84.94 | 11% |
| Returns for 10 years | 74.56 | 224.15 | 33% |
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