SDVSX
Price
$16.94
Change
+$0.01 (+0.06%)
Updated
Dec 26 closing price
Net Assets
231.72M
VTSAX
Price
$165.34
Change
-$0.09 (-0.05%)
Updated
Dec 26 closing price
Net Assets
2.06T
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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$16.94
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets231.72M
Vanguard Total Stock Mkt Idx Adm
Price$165.34
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
SDVSX vs VTSAX Comparison Chart in %
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VS
SDVSX vs. VTSAX commentary
Dec 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 StrongBuy and VTSAX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. SDVSX (232M). VTSAX pays higher dividends than SDVSX: VTSAX (1.11) vs SDVSX (0.67). SDVSX was incepted earlier than VTSAX: SDVSX (20 years) vs VTSAX (25 years). SDVSX (0.95) is less costly to investors than VTSAX (0.04). SDVSX is a more actively managed with annual turnover of: 48.72 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 : 14.33 vs. SDVSX (7.23). VTSAX return over 5 years is better than : 76.73 vs. SDVSX (19.25).
SDVSXVTSAXSDVSX / VTSAX
Total Expense Ratio0.950.042,375%
Annual Report Gross Expense Ratio0.950.042,375%
Fund Existence20 years25 years-
Gain YTD9.43717.31655%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets232M2.06T0%
Annual Yield % from dividends0.671.1161%
Returns for 1 year7.2314.3350%
Returns for 3 years29.0078.7237%
Returns for 5 years19.2576.7325%
Returns for 10 years24.22232.8210%
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