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SDFSX vs VRTIX
SDFSX vs VRTIX Comparison
Open Charts SDFSX vs VRTIX
Sit Small Cap Dividend Growth S
Price$18.12
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets41.88M
Vanguard Russell 2000 Index I
Price$361.09
Change+$1.15 (+0.32%)
VolumeN/A
Net Assets13.89B
SDFSX vs VRTIX Comparison Chart in %
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SDFSX vs. VRTIX commentary
Nov 20, 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 SDFSX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. SDFSX (41.9M). VRTIX pays higher dividends than SDFSX: VRTIX (1.18) vs SDFSX (0.67). SDFSX was incepted earlier than VRTIX: SDFSX (11 years) vs VRTIX (15 years). SDFSX (1.56) is less costly to investors than VRTIX (0.07). VRTIX (12.00) and SDFSX (11.54) have comparable annual turnover. SDFSX has a lower initial minimum investment than VRTIX: SDFSX (5000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 1.91 vs. SDFSX (1.51). SDFSX return over 5 years is better than : 39.15 vs. VRTIX (33.49).
| SDFSX | VRTIX | SDFSX / VRTIX | |
| Total Expense Ratio | 1.16 | 0.07 | 1,657% |
| Annual Report Gross Expense Ratio | 1.56 | 0.07 | 2,229% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 6.937 | 5.485 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9M | 13.9B | 0% |
| Annual Yield % from dividends | 0.67 | 1.18 | 57% |
| Returns for 1 year | 1.51 | 1.91 | 79% |
| Returns for 3 years | 33.20 | 28.18 | 118% |
| Returns for 5 years | 39.15 | 33.49 | 117% |
| Returns for 10 years | 106.77 | 108.25 | 99% |
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