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SDFSX vs VSCIX
SDFSX vs VSCIX Comparison
Open Charts SDFSX vs VSCIX
Sit Small Cap Dividend Growth S
Price$14.96
Change+$0.24 (+1.63%)
VolumeN/A
Net Assets32.77M
Vanguard Small Cap Index I
Price$98.60
Change+$1.39 (+1.43%)
VolumeN/A
Net Assets143.36B
SDFSX vs VSCIX Comparison Chart
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SDFSX vs. VSCIX commentary
Apr 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 SDFSX is a Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. SDFSX (32.8M). VSCIX pays higher dividends than SDFSX: VSCIX (1.53) vs SDFSX (0.76). SDFSX was incepted earlier than VSCIX: SDFSX (10 years) vs VSCIX (28 years). SDFSX (1.56) is less costly to investors than VSCIX (0.04). SDFSX is a more actively managed with annual turnover of: 12.81 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 : -5.92 vs. VSCIX (-6.47). VSCIX return over 5 years is better than : 66.25 vs. SDFSX (54.05).
| SDFSX | VSCIX | SDFSX / VSCIX | |
| Total Expense Ratio | 1.21 | 0.04 | 3,025% |
| Annual Report Gross Expense Ratio | 1.56 | 0.04 | 3,900% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | -11.824 | -14.291 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.8M | 143B | 0% |
| Annual Yield % from dividends | 0.76 | 1.53 | 50% |
| Returns for 1 year | -5.92 | -6.47 | 91% |
| Returns for 3 years | 5.80 | 1.21 | 480% |
| Returns for 5 years | 54.05 | 66.25 | 82% |
| Returns for 10 years | 62.89 | 73.89 | 85% |