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SDVGX vs VTSMX
SDVGX vs VTSMX Comparison
Open Charts SDVGX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$155.90
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
SDVGX vs VTSMX Comparison Chart in %
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SDVGX vs. VTSMX commentary
Sep 09, 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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. SDVGX (225M). VTSMX pays higher dividends than SDVGX: VTSMX (1.07) vs SDVGX (0.99). 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 : 20.39 vs. SDVGX (6.44). VTSMX return over 5 years is better than : 87.04 vs. SDVGX (28.83).
| 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 | 33 years | - |
| Gain YTD | 12.113 | 10.614 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 1.95T | 0% |
| Annual Yield % from dividends | 0.99 | 1.07 | 93% |
| Returns for 1 year | 6.44 | 20.39 | 32% |
| Returns for 3 years | 18.90 | 57.19 | 33% |
| Returns for 5 years | 28.83 | 87.04 | 33% |
| Returns for 10 years | 22.96 | 226.23 | 10% |
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