SDVSX
Price
$18.07
Change
-$0.25 (-1.36%)
Updated
Nov 13 closing price
Net Assets
234.29M
VFIAX
Price
$622.46
Change
-$10.46 (-1.65%)
Updated
Nov 13 closing price
Net Assets
1.46T
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SDVSX vs VFIAX

Header iconSDVSX vs VFIAX Comparison
Open Charts SDVSX vs VFIAXBanner chart's image
Sit Dividend Growth S
Price$18.07
Change-$0.25 (-1.36%)
VolumeN/A
Net Assets234.29M
Vanguard 500 Index Admiral
Price$622.46
Change-$10.46 (-1.65%)
VolumeN/A
Net Assets1.46T
SDVSX vs VFIAX Comparison Chart in %
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VS
SDVSX vs. VFIAX commentary
Nov 14, 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 SDVSX is a StrongBuy and VFIAX is a Hold.

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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. SDVSX (234M). VFIAX pays higher dividends than SDVSX: VFIAX (1.11) vs SDVSX (0.68). SDVSX was incepted earlier than VFIAX: SDVSX (20 years) vs VFIAX (25 years). SDVSX (1.25) is less costly to investors than VFIAX (0.04). SDVSX is a more actively managed with annual turnover of: 48.72 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than SDVSX: VFIAX (3000) vs SDVSX (5000). VFIAX annual gain was more profitable for investors over the last year : 14.54 vs. SDVSX (3.93). VFIAX return over 5 years is better than : 91.22 vs. SDVSX (25.37).
SDVSXVFIAXSDVSX / VFIAX
Total Expense Ratio0.950.042,375%
Annual Report Gross Expense Ratio1.250.043,125%
Fund Existence20 years25 years-
Gain YTD18.35216.653110%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets234M1.46T0%
Annual Yield % from dividends0.681.1161%
Returns for 1 year3.9314.5427%
Returns for 3 years24.5771.7434%
Returns for 5 years25.3791.2228%
Returns for 10 years24.08238.7910%
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