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SDVSX vs VTSMX
SDVSX vs VTSMX Comparison
Open Charts SDVSX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
SDVSX vs VTSMX Comparison Chart in %
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SDVSX vs. VTSMX commentary
Nov 14, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SDVSX (234M). VTSMX pays higher dividends than SDVSX: VTSMX (1.02) vs SDVSX (0.68). 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 : 13.42 vs. SDVSX (3.93). VTSMX return over 5 years is better than : 83.98 vs. SDVSX (25.37).
| SDVSX | VTSMX | SDVSX / VTSMX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.25 | 0.14 | 893% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 18.352 | 15.972 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234M | 2.05T | 0% |
| Annual Yield % from dividends | 0.68 | 1.02 | 67% |
| Returns for 1 year | 3.93 | 13.42 | 29% |
| Returns for 3 years | 24.57 | 68.22 | 36% |
| Returns for 5 years | 25.37 | 83.98 | 30% |
| Returns for 10 years | 24.08 | 235.40 | 10% |
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