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SDVSX vs VTSMX
SDVSX vs VTSMX Comparison
Open Charts SDVSX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SDVSX vs VTSMX Comparison Chart in %
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VS
VS
SDVSX vs. VTSMX commentary
Jul 07, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SDVSX (249M). VTSMX pays higher dividends than SDVSX: VTSMX (1.12) vs SDVSX (0.76). SDVSX was incepted earlier than VTSMX: SDVSX (19 years) vs VTSMX (33 years). SDVSX (1.25) is less costly to investors than VTSMX (0.14). SDVSX is a more actively managed with annual turnover of: 41.64 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SDVSX: VTSMX (3000) vs SDVSX (5000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. SDVSX (1.68). VTSMX return over 5 years is better than : 95.59 vs. SDVSX (31.11).
| SDVSX | VTSMX | SDVSX / VTSMX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.25 | 0.14 | 893% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 7.762 | 6.421 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 1.82T | 0% |
| Annual Yield % from dividends | 0.76 | 1.12 | 68% |
| Returns for 1 year | 1.68 | 13.89 | 12% |
| Returns for 3 years | 20.75 | 62.08 | 33% |
| Returns for 5 years | 31.11 | 95.59 | 33% |
| Returns for 10 years | 9.85 | 198.05 | 5% |
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