SDVGX
Price
$17.50
Change
+$0.03 (+0.17%)
Updated
Sep 8 closing price
Net Assets
225.08M
VTSAX
Price
$155.96
Change
+$0.41 (+0.26%)
Updated
Sep 8 closing price
Net Assets
1.95T
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SDVGX vs VTSAX

Header iconSDVGX vs VTSAX Comparison
Open Charts SDVGX vs VTSAXBanner chart's image
Sit Dividend Growth I
Price$17.50
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets225.08M
Vanguard Total Stock Mkt Idx Adm
Price$155.96
Change+$0.41 (+0.26%)
VolumeN/A
Net Assets1.95T
SDVGX vs VTSAX Comparison Chart in %
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SDVGX vs. VTSAX commentary
Sep 09, 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. SDVGX (225M). VTSAX pays higher dividends than SDVGX: VTSAX (1.16) vs SDVGX (0.99). SDVGX was incepted earlier than VTSAX: SDVGX (22 years) vs VTSAX (25 years). SDVGX (1.00) is less costly to investors than VTSAX (0.04). SDVGX is a more actively managed with annual turnover of: 41.64 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than SDVGX: VTSAX (3000) vs SDVGX (100000). VTSAX annual gain was more profitable for investors over the last year : 20.40 vs. SDVGX (6.44). VTSAX return over 5 years is better than : 87.07 vs. SDVGX (28.83).
SDVGXVTSAXSDVGX / VTSAX
Total Expense Ratio0.700.041,750%
Annual Report Gross Expense Ratio1.000.042,500%
Fund Existence22 years25 years-
Gain YTD12.11310.637114%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets225M1.95T0%
Annual Yield % from dividends0.991.1686%
Returns for 1 year6.4420.4032%
Returns for 3 years18.9057.2333%
Returns for 5 years28.8387.0733%
Returns for 10 years22.96227.0110%
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