SDVSX
Price
$17.21
Change
-$0.04 (-0.23%)
Updated
Aug 15 closing price
Net Assets
223.09M
VSMPX
Price
$289.01
Change
-$0.76 (-0.26%)
Updated
Aug 15 closing price
Net Assets
1.91T
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SDVSX vs VSMPX

Header iconSDVSX vs VSMPX Comparison
Open Charts SDVSX vs VSMPXBanner chart's image
Sit Dividend Growth S
Price$17.21
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets223.09M
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
SDVSX vs VSMPX Comparison Chart in %
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VS
SDVSX vs. VSMPX commentary
Aug 17, 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 Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SDVSX (223M). VSMPX pays higher dividends than SDVSX: VSMPX (1.20) vs SDVSX (0.74). SDVSX was incepted earlier than VSMPX: SDVSX (19 years) vs VSMPX (10 years). SDVSX (1.25) is less costly to investors than VSMPX (0.02). SDVSX is a more actively managed with annual turnover of: 41.64 vs. VSMPX (2.00). SDVSX has a lower initial minimum investment than VSMPX: SDVSX (5000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 16.22 vs. SDVSX (3.29). VSMPX return over 5 years is better than : 85.90 vs. SDVSX (25.92).
SDVSXVSMPXSDVSX / VSMPX
Total Expense Ratio0.950.024,750%
Annual Report Gross Expense Ratio1.250.026,250%
Fund Existence19 years10 years-
Gain YTD10.9599.284118%
Front LoadN/AN/A-
Min. Initial Investment50001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets223M1.91T0%
Annual Yield % from dividends0.741.2062%
Returns for 1 year3.2916.2220%
Returns for 3 years11.5446.8625%
Returns for 5 years25.9285.9030%
Returns for 10 years11.00193.566%
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