SDVGX
Price
$16.16
Change
-$0.16 (-0.98%)
Updated
Jun 13 closing price
Net Assets
238.67M
VSMPX
Price
$268.13
Change
-$3.17 (-1.17%)
Updated
Jun 13 closing price
Net Assets
1.82T
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SDVGX vs VSMPX

Header iconSDVGX vs VSMPX Comparison
Open Charts SDVGX vs VSMPXBanner chart's image
Sit Dividend Growth I
Price$16.16
Change-$0.16 (-0.98%)
VolumeN/A
Net Assets238.67M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
SDVGX vs VSMPX Comparison Chart
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SDVGX vs. VSMPX commentary
Jun 16, 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 SDVGX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. SDVGX (239M). VSMPX pays higher dividends than SDVGX: VSMPX (1.29) vs SDVGX (1.08). SDVGX was incepted earlier than VSMPX: SDVGX (21 years) vs VSMPX (10 years). SDVGX (1.00) is less costly to investors than VSMPX (0.02). SDVGX is a more actively managed with annual turnover of: 41.64 vs. VSMPX (2.00). SDVGX has a lower initial minimum investment than VSMPX: SDVGX (100000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. SDVGX (-0.70). VSMPX return over 5 years is better than : 91.46 vs. SDVGX (30.59).
SDVGXVSMPXSDVGX / VSMPX
Total Expense Ratio0.700.023,500%
Annual Report Gross Expense Ratio1.000.025,000%
Fund Existence21 years10 years-
Gain YTD3.2491.374236%
Front LoadN/AN/A-
Min. Initial Investment1000001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets239M1.82T0%
Annual Yield % from dividends1.081.2984%
Returns for 1 year-0.7010.08-7%
Returns for 3 years19.3757.6634%
Returns for 5 years30.5991.4633%
Returns for 10 years6.52170.674%
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