SDVSX
Price
$17.07
Change
-$0.80 (-4.48%)
Updated
Feb 3 closing price
Net Assets
236.06M
VSMPX
Price
$310.42
Change
+$8.40 (+2.78%)
Updated
Feb 3 closing price
Net Assets
2.06T
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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$17.07
Change-$0.80 (-4.48%)
VolumeN/A
Net Assets236.06M
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.42
Change+$8.40 (+2.78%)
VolumeN/A
Net Assets2.06T
SDVSX vs VSMPX Comparison Chart in %
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VS
SDVSX vs. VSMPX 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 SDVSX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. SDVSX (236M). VSMPX pays higher dividends than SDVSX: VSMPX (1.11) vs SDVSX (0.74). SDVSX was incepted earlier than VSMPX: SDVSX (20 years) vs VSMPX (11 years). SDVSX (0.95) is less costly to investors than VSMPX (0.02). SDVSX is a more actively managed with annual turnover of: 48.72 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 : 14.80 vs. SDVSX (8.11). VSMPX return over 5 years is better than : 68.28 vs. SDVSX (15.95).
SDVSXVSMPXSDVSX / VSMPX
Total Expense Ratio0.950.024,750%
Annual Report Gross Expense Ratio0.950.024,750%
Fund Existence20 years11 years-
Gain YTD1.7891.381129%
Front LoadN/AN/A-
Min. Initial Investment50001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets236M2.06T0%
Annual Yield % from dividends0.741.1167%
Returns for 1 year8.1114.8055%
Returns for 3 years25.7564.0740%
Returns for 5 years15.9568.2823%
Returns for 10 years35.78259.2614%
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