Interact to see
Advertisement
Advertisement
SDVGX vs VTSMX
SDVGX vs VTSMX Comparison
Open Charts SDVGX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
SDVGX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SDVGX vs. VTSMX commentary
Feb 04, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. SDVGX (234M). VTSMX (1.00) and SDVGX (0.97) 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 : 14.79 vs. SDVGX (8.39). VTSMX return over 5 years is better than : 68.19 vs. SDVGX (17.75).
| SDVGX | VTSMX | SDVGX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 22 years | 34 years | - |
| Gain YTD | 1.774 | 1.373 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234M | 2.06T | 0% |
| Annual Yield % from dividends | 0.97 | 1.00 | 96% |
| Returns for 1 year | 8.39 | 14.79 | 57% |
| Returns for 3 years | 26.81 | 63.99 | 42% |
| Returns for 5 years | 17.75 | 68.19 | 26% |
| Returns for 10 years | 39.85 | 270.18 | 15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers