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SDVGX vs VTSAX
SDVGX vs VTSAX Comparison
Open Charts SDVGX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$165.43
Change+$0.52 (+0.32%)
VolumeN/A
Net Assets2.06T
SDVGX vs VTSAX Comparison Chart in %
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VS
VS
SDVGX vs. VTSAX commentary
Dec 27, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. SDVGX (232M). VTSAX pays higher dividends than SDVGX: VTSAX (1.11) vs SDVGX (0.92). SDVGX was incepted earlier than VTSAX: SDVGX (22 years) vs VTSAX (25 years). SDVGX (0.70) is less costly to investors than VTSAX (0.04). SDVGX is a more actively managed with annual turnover of: 48.72 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 : 14.43 vs. SDVGX (7.65). VTSAX return over 5 years is better than : 76.83 vs. SDVGX (20.94).
| SDVGX | VTSAX | SDVGX / VTSAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.70 | 0.04 | 1,750% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 9.643 | 17.379 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 2.06T | 0% |
| Annual Yield % from dividends | 0.92 | 1.11 | 83% |
| Returns for 1 year | 7.65 | 14.43 | 53% |
| Returns for 3 years | 30.00 | 78.05 | 38% |
| Returns for 5 years | 20.94 | 76.83 | 27% |
| Returns for 10 years | 28.74 | 235.67 | 12% |
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