SDVGX
Price
$17.16
Change
-$0.03 (-0.17%)
Updated
Jan 14 closing price
Net Assets
232.91M
VTSMX
Price
$165.91
Change
-$0.74 (-0.44%)
Updated
Jan 14 closing price
Net Assets
2.06T
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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$17.16
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets232.91M
Vanguard Total Stock Mkt Idx I
Price$165.91
Change-$0.74 (-0.44%)
VolumeN/A
Net Assets2.06T
SDVGX vs VTSMX Comparison Chart in %
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SDVGX vs. VTSMX commentary
Jan 15, 2026

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 Hold and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. SDVGX (233M). VTSMX (1.02) and SDVGX (0.99) have matching dividends . SDVGX was incepted earlier than VTSMX: SDVGX (22 years) vs VTSMX (34 years). SDVGX (0.70) 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 : 18.29 vs. SDVGX (10.77). VTSMX return over 5 years is better than : 73.62 vs. SDVGX (18.55).
SDVGXVTSMXSDVGX / VTSMX
Total Expense Ratio0.700.14500%
Annual Report Gross Expense Ratio0.700.14500%
Fund Existence22 years34 years-
Gain YTD1.4781.67988%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets233M2.06T0%
Annual Yield % from dividends0.991.0297%
Returns for 1 year10.7718.2959%
Returns for 3 years27.8070.8939%
Returns for 5 years18.5573.6225%
Returns for 10 years40.92270.3415%
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