SDVGX
Price
$17.07
Change
+$0.07 (+0.41%)
Updated
Dec 24 closing price
Net Assets
231.72M
VSMPX
Price
$310.36
Change
+$0.96 (+0.31%)
Updated
Dec 24 closing price
Net Assets
2.06T
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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$17.07
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets231.72M
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.36
Change+$0.96 (+0.31%)
VolumeN/A
Net Assets2.06T
SDVGX vs VSMPX Comparison Chart in %
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SDVGX vs. VSMPX commentary
Dec 26, 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 StrongBuy and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. SDVGX (232M). VSMPX pays higher dividends than SDVGX: VSMPX (1.12) vs SDVGX (0.92). SDVGX was incepted earlier than VSMPX: SDVGX (22 years) vs VSMPX (11 years). SDVGX (0.70) is less costly to investors than VSMPX (0.02). SDVGX is a more actively managed with annual turnover of: 48.72 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 : 14.43 vs. SDVGX (7.65). VSMPX return over 5 years is better than : 76.89 vs. SDVGX (20.94).
SDVGXVSMPXSDVGX / VSMPX
Total Expense Ratio0.700.023,500%
Annual Report Gross Expense Ratio0.700.023,500%
Fund Existence22 years11 years-
Gain YTD9.64317.38255%
Front LoadN/AN/A-
Min. Initial Investment1000001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets232M2.06T0%
Annual Yield % from dividends0.921.1282%
Returns for 1 year7.6514.4353%
Returns for 3 years30.0078.1038%
Returns for 5 years20.9476.8927%
Returns for 10 years28.74225.0913%
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