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SDLAX vs VTSMX
SDLAX vs VTSMX Comparison
Open Charts SDLAX vs VTSMX
SEI Dynamic Asset Allocation A (SIIT)
Price$19.76
Change+$0.18 (+0.92%)
VolumeN/A
Net Assets1.74B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SDLAX vs VTSMX Comparison Chart in %
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SDLAX vs. VTSMX commentary
Jul 06, 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: 1.82T vs. SDLAX (1.74B). SDLAX pays higher dividends than VTSMX: SDLAX (1.57) vs VTSMX (1.12). 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). SDLAX (2.00) and VTSMX (2.00) have comparable annual turnover. 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 : 13.89 vs. SDLAX (-10.30). VTSMX return over 5 years is better than : 95.59 vs. SDLAX (15.38).
| 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 | 9.111 | 6.421 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 1.82T | 0% |
| Annual Yield % from dividends | 1.57 | 1.12 | 140% |
| Returns for 1 year | -10.30 | 13.89 | -74% |
| Returns for 3 years | 5.26 | 62.08 | 8% |
| Returns for 5 years | 15.38 | 95.59 | 16% |
| Returns for 10 years | 58.45 | 198.05 | 30% |
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