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SDVGX vs VTSMX
SDVGX vs VTSMX Comparison
Open Charts SDVGX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
SDVGX vs VTSMX Comparison Chart in %
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SDVGX vs. VTSMX commentary
Dec 05, 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: 2.05T vs. SDVGX (233M). 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 : 12.11 vs. SDVGX (3.25). VTSMX return over 5 years is better than : 76.45 vs. SDVGX (23.17).
| 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 | 18.121 | 16.213 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 2.05T | 0% |
| Annual Yield % from dividends | 0.92 | 1.02 | 91% |
| Returns for 1 year | 3.25 | 12.11 | 27% |
| Returns for 3 years | 21.78 | 65.43 | 33% |
| Returns for 5 years | 23.17 | 76.45 | 30% |
| Returns for 10 years | 22.72 | 225.03 | 10% |
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