SDVSX
Price
$17.05
Change
+$0.06 (+0.35%)
Updated
Jul 25 closing price
Net Assets
221.46M
VTSAX
Price
$152.65
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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SDVSX vs VTSAX

Header iconSDVSX vs VTSAX Comparison
Open Charts SDVSX vs VTSAXBanner chart's image
Sit Dividend Growth S
Price$17.05
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets221.46M
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SDVSX vs VTSAX Comparison Chart in %
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VS
SDVSX vs. VTSAX commentary
Jul 27, 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SDVSX (221M). VTSAX pays higher dividends than SDVSX: VTSAX (1.21) vs SDVSX (0.76). SDVSX was incepted earlier than VTSAX: SDVSX (19 years) vs VTSAX (25 years). SDVSX (1.25) is less costly to investors than VTSAX (0.04). SDVSX is a more actively managed with annual turnover of: 41.64 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than SDVSX: VTSAX (3000) vs SDVSX (5000). VTSAX annual gain was more profitable for investors over the last year : 17.75 vs. SDVSX (4.76). VTSAX return over 5 years is better than : 93.55 vs. SDVSX (30.93).
SDVSXVTSAXSDVSX / VTSAX
Total Expense Ratio0.950.042,375%
Annual Report Gross Expense Ratio1.250.043,125%
Fund Existence19 years25 years-
Gain YTD9.9278.289120%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets221M1.91T0%
Annual Yield % from dividends0.761.2162%
Returns for 1 year4.7617.7527%
Returns for 3 years19.9360.6333%
Returns for 5 years30.9393.5533%
Returns for 10 years11.10201.646%
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