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SDVGX vs VTSMX
SDVGX vs VTSMX Comparison
Open Charts SDVGX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$165.34
Change+$0.49 (+0.30%)
VolumeN/A
Net Assets2.06T
SDVGX vs VTSMX Comparison Chart in %
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SDVGX vs. VTSMX commentary
Dec 13, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. SDVGX (236M). VTSMX pays higher dividends than SDVGX: VTSMX (1.02) vs SDVGX (0.92). SDVGX was incepted earlier than VTSMX: SDVGX (22 years) vs VTSMX (34 years). SDVGX (1.00) is less costly to investors than VTSMX (0.14). SDVGX is a more actively managed with annual turnover of: 48.72 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SDVGX: VTSMX (3000) vs SDVGX (100000). VTSMX annual gain was more profitable for investors over the last year : 12.68 vs. SDVGX (5.18). VTSMX return over 5 years is better than : 79.30 vs. SDVGX (26.66).
| SDVGX | VTSMX | SDVGX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 1.00 | 0.14 | 714% |
| Fund Existence | 22 years | 34 years | - |
| Gain YTD | 19.791 | 17.334 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 2.06T | 0% |
| Annual Yield % from dividends | 0.92 | 1.02 | 91% |
| Returns for 1 year | 5.18 | 12.68 | 41% |
| Returns for 3 years | 24.86 | 70.77 | 35% |
| Returns for 5 years | 26.66 | 79.30 | 34% |
| Returns for 10 years | 28.80 | 240.48 | 12% |
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