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SDVSX vs VTSMX
SDVSX vs VTSMX Comparison
Open Charts SDVSX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SDVSX vs VTSMX Comparison Chart in %
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SDVSX vs. VTSMX commentary
Aug 17, 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: 1.91T vs. SDVSX (223M). VTSMX pays higher dividends than SDVSX: VTSMX (1.09) vs SDVSX (0.74). 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 : 16.21 vs. SDVSX (3.29). VTSMX return over 5 years is better than : 85.82 vs. SDVSX (25.92).
| 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 | 10.959 | 9.266 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 1.91T | 0% |
| Annual Yield % from dividends | 0.74 | 1.09 | 68% |
| Returns for 1 year | 3.29 | 16.21 | 20% |
| Returns for 3 years | 11.54 | 46.80 | 25% |
| Returns for 5 years | 25.92 | 85.82 | 30% |
| Returns for 10 years | 11.00 | 202.54 | 5% |
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