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SDVGX vs VTSMX
SDVGX vs VTSMX Comparison
Open Charts SDVGX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
SDVGX vs VTSMX Comparison Chart in %
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SDVGX vs. VTSMX commentary
Nov 14, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SDVGX (234M). VTSMX pays higher dividends than SDVGX: VTSMX (1.02) vs SDVGX (0.93). 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 : 13.42 vs. SDVGX (4.28). VTSMX return over 5 years is better than : 83.98 vs. SDVGX (27.31).
| 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 | 18.635 | 15.972 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234M | 2.05T | 0% |
| Annual Yield % from dividends | 0.93 | 1.02 | 92% |
| Returns for 1 year | 4.28 | 13.42 | 32% |
| Returns for 3 years | 25.76 | 68.22 | 38% |
| Returns for 5 years | 27.31 | 83.98 | 33% |
| Returns for 10 years | 27.78 | 235.40 | 12% |
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