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SDFSX vs VRTIX
SDFSX vs VRTIX Comparison
Open Charts SDFSX vs VRTIX
Sit Small Cap Dividend Growth S
Price$18.49
Change-$0.11 (-0.59%)
VolumeN/A
Net Assets42.09M
Vanguard Russell 2000 Index I
Price$369.94
Change-$3.66 (-0.98%)
VolumeN/A
Net Assets12.87B
SDFSX vs VRTIX Comparison Chart in %
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SDFSX vs. VRTIX commentary
Sep 26, 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 Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 12.9B vs. SDFSX (42.1M). VRTIX pays higher dividends than SDFSX: VRTIX (1.17) vs SDFSX (0.65). 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). SDFSX is a more actively managed with annual turnover of: 12.81 vs. VRTIX (12.00). 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 : 10.96 vs. SDFSX (7.04). VRTIX (67.97) and SDFSX (65.97) have equivalent 5 years return.
| 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 | 9.893 | 9.488 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.1M | 12.9B | 0% |
| Annual Yield % from dividends | 0.65 | 1.17 | 56% |
| Returns for 1 year | 7.04 | 10.96 | 64% |
| Returns for 3 years | 54.12 | 48.49 | 112% |
| Returns for 5 years | 65.97 | 67.97 | 97% |
| Returns for 10 years | 123.47 | 133.36 | 93% |
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