SDVSX
Price
$17.36
Change
+$0.03 (+0.17%)
Updated
Sep 8 closing price
Net Assets
225.08M
VTSAX
Price
$155.96
Change
+$0.41 (+0.26%)
Updated
Sep 8 closing price
Net Assets
1.95T
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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$17.36
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets225.08M
Vanguard Total Stock Mkt Idx Adm
Price$155.96
Change+$0.41 (+0.26%)
VolumeN/A
Net Assets1.95T
SDVSX vs VTSAX Comparison Chart in %
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VS
SDVSX vs. VTSAX commentary
Sep 09, 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: 1.95T vs. SDVSX (225M). VTSAX pays higher dividends than SDVSX: VTSAX (1.16) vs SDVSX (0.73). 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 : 18.04 vs. SDVSX (4.26). VTSAX return over 5 years is better than : 84.96 vs. SDVSX (25.84).
SDVSXVTSAXSDVSX / VTSAX
Total Expense Ratio0.950.042,375%
Annual Report Gross Expense Ratio1.250.043,125%
Fund Existence19 years25 years-
Gain YTD11.73210.346113%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets225M1.95T0%
Annual Yield % from dividends0.731.1663%
Returns for 1 year4.2618.0424%
Returns for 3 years21.9063.6634%
Returns for 5 years25.8484.9630%
Returns for 10 years18.48224.918%
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