SDVGX
Price
$17.17
Change
+$0.03 (+0.18%)
Updated
Jul 29 closing price
Net Assets
220.94M
VTSMX
Price
$152.11
Change
-$0.50 (-0.33%)
Updated
Jul 29 closing price
Net Assets
1.91T
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SDVGX vs VTSMX

Header iconSDVGX vs VTSMX Comparison
Open Charts SDVGX vs VTSMXBanner chart's image
Sit Dividend Growth I
Price$17.17
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets220.94M
Vanguard Total Stock Mkt Idx I
Price$152.11
Change-$0.50 (-0.33%)
VolumeN/A
Net Assets1.91T
SDVGX vs VTSMX Comparison Chart in %
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SDVGX vs. VTSMX commentary
Jul 31, 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 Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SDVGX (221M). VTSMX pays higher dividends than SDVGX: VTSMX (1.12) vs SDVGX (1.03). SDVGX was incepted earlier than VTSMX: SDVGX (22 years) vs VTSMX (33 years). SDVGX (1.00) is less costly to investors than VTSMX (0.14). SDVGX is a more actively managed with annual turnover of: 41.64 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 : 15.99 vs. SDVGX (4.18). VTSMX return over 5 years is better than : 90.58 vs. SDVGX (31.48).
SDVGXVTSMXSDVGX / VTSMX
Total Expense Ratio0.700.14500%
Annual Report Gross Expense Ratio1.000.14714%
Fund Existence22 years33 years-
Gain YTD9.9997.925126%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets221M1.91T0%
Annual Yield % from dividends1.031.1293%
Returns for 1 year4.1815.9926%
Returns for 3 years15.9051.9631%
Returns for 5 years31.4890.5835%
Returns for 10 years13.34197.987%
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