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SDFSX vs VSCIX
SDFSX vs VSCIX Comparison
Open Charts SDFSX vs VSCIX
Sit Small Cap Dividend Growth S
Price$17.06
Change+$0.13 (+0.77%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$116.28
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
SDFSX vs VSCIX Comparison Chart
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SDFSX vs. VSCIX commentary
Dec 24, 2024
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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. SDFSX (31.4M). VSCIX pays higher dividends than SDFSX: VSCIX (1.43) vs SDFSX (0.76). SDFSX was incepted earlier than VSCIX: SDFSX (10 years) vs VSCIX (27 years). SDFSX is a more actively managed with annual turnover of: 15.05 vs. VSCIX (12.00). SDFSX has a lower initial minimum investment than VSCIX: SDFSX (5000) vs VSCIX (5000000). SDFSX annual gain was more profitable for investors over the last year : 15.64 vs. VSCIX (14.56). VSCIX return over 5 years is better than : 48.08 vs. SDFSX (40.18).
| SDFSX | VSCIX | SDFSX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 14.866 | 14.069 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4M | 167B | 0% |
| Annual Yield % from dividends | 0.76 | 1.43 | 53% |
| Returns for 1 year | 15.64 | 14.56 | 107% |
| Returns for 3 years | 10.12 | 10.65 | 95% |
| Returns for 5 years | 40.18 | 48.08 | 84% |
| Returns for 10 years | N/A | 115.99 | - |