SDVSX
Price
$16.75
Change
+$0.13 (+0.78%)
Updated
Jul 3 closing price
Net Assets
249.3M
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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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$16.75
Change+$0.13 (+0.78%)
VolumeN/A
Net Assets249.3M
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
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.

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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).
SDVSXVTSMXSDVSX / VTSMX
Total Expense Ratio0.950.14679%
Annual Report Gross Expense Ratio1.250.14893%
Fund Existence19 years33 years-
Gain YTD7.7626.421121%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets249M1.82T0%
Annual Yield % from dividends0.761.1268%
Returns for 1 year1.6813.8912%
Returns for 3 years20.7562.0833%
Returns for 5 years31.1195.5933%
Returns for 10 years9.85198.055%
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