SDVSX
Price
$18.50
Change
+$0.06 (+0.33%)
Updated
Dec 11 closing price
Net Assets
235.6M
VTSMX
Price
$165.34
Change
+$0.49 (+0.30%)
Updated
Dec 11 closing price
Net Assets
2.06T
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SDVSX vs VTSMX

Header iconSDVSX vs VTSMX Comparison
Open Charts SDVSX vs VTSMXBanner chart's image
Sit Dividend Growth S
Price$18.50
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets235.6M
Vanguard Total Stock Mkt Idx I
Price$165.34
Change+$0.49 (+0.30%)
VolumeN/A
Net Assets2.06T
SDVSX vs VTSMX Comparison Chart in %
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VS
SDVSX vs. VTSMX commentary
Dec 13, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. SDVSX (236M). VTSMX pays higher dividends than SDVSX: VTSMX (1.02) vs SDVSX (0.67). SDVSX was incepted earlier than VTSMX: SDVSX (20 years) vs VTSMX (34 years). SDVSX (1.25) is less costly to investors than VTSMX (0.14). SDVSX is a more actively managed with annual turnover of: 48.72 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 : 12.68 vs. SDVSX (4.83). VTSMX return over 5 years is better than : 79.30 vs. SDVSX (24.82).
SDVSXVTSMXSDVSX / VTSMX
Total Expense Ratio0.950.14679%
Annual Report Gross Expense Ratio1.250.14893%
Fund Existence20 years34 years-
Gain YTD19.51517.334113%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets236M2.06T0%
Annual Yield % from dividends0.671.0266%
Returns for 1 year4.8312.6838%
Returns for 3 years23.7570.7734%
Returns for 5 years24.8279.3031%
Returns for 10 years25.07240.4810%
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