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SDFSX vs VSCPX
SDFSX vs VSCPX Comparison
Open Charts SDFSX vs VSCPX
Sit Small Cap Dividend Growth S
Price$18.12
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets41.88M
Vanguard Small Cap Index InstlPlus
Price$339.70
Change+$0.65 (+0.19%)
VolumeN/A
Net Assets161.58B
SDFSX vs VSCPX Comparison Chart in %
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SDFSX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. SDFSX (41.9M). VSCPX pays higher dividends than SDFSX: VSCPX (1.36) vs SDFSX (0.67). SDFSX was incepted earlier than VSCPX: SDFSX (11 years) vs VSCPX (15 years). SDFSX (1.56) is less costly to investors than VSCPX (0.03). VSCPX is a more actively managed with annual turnover of: 13.00 vs. SDFSX (11.54). SDFSX has a lower initial minimum investment than VSCPX: SDFSX (5000) vs VSCPX (100000000). SDFSX annual gain was more profitable for investors over the last year : 1.51 vs. VSCPX (-0.53). VSCPX (39.23) and SDFSX (39.15) have equivalent 5 years return.
| SDFSX | VSCPX | SDFSX / VSCPX | |
| Total Expense Ratio | 1.16 | 0.03 | 3,867% |
| Annual Report Gross Expense Ratio | 1.56 | 0.03 | 5,200% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 6.937 | 2.256 | 308% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9M | 162B | 0% |
| Annual Yield % from dividends | 0.67 | 1.36 | 49% |
| Returns for 1 year | 1.51 | -0.53 | -287% |
| Returns for 3 years | 33.20 | 29.87 | 111% |
| Returns for 5 years | 39.15 | 39.23 | 100% |
| Returns for 10 years | 106.77 | 122.39 | 87% |
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