Interact to see
Advertisement
Advertisement
SDVGX vs VTSMX
SDVGX vs VTSMX Comparison
Open Charts SDVGX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
SDVGX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SDVGX vs. VTSMX commentary
Oct 19, 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: 2.02T vs. SDVGX (229M). VTSMX pays higher dividends than SDVGX: VTSMX (1.04) vs SDVGX (0.96). 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 : 13.79 vs. SDVGX (1.91). VTSMX return over 5 years is better than : 84.86 vs. SDVGX (27.44).
| 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 | 14.845 | 13.012 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229M | 2.02T | 0% |
| Annual Yield % from dividends | 0.96 | 1.04 | 93% |
| Returns for 1 year | 1.91 | 13.79 | 14% |
| Returns for 3 years | 31.40 | 76.02 | 41% |
| Returns for 5 years | 27.44 | 84.86 | 32% |
| Returns for 10 years | 23.04 | 225.10 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers