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SDFSX vs VSMAX
SDFSX vs VSMAX Comparison
Open Charts SDFSX vs VSMAX
Sit Small Cap Dividend Growth S
Price$18.56
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets43.11M
Vanguard Small Cap Index Admiral Shares
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
SDFSX vs VSMAX Comparison Chart in %
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SDFSX vs. VSMAX commentary
Oct 18, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SDFSX (43.1M). VSMAX pays higher dividends than SDFSX: VSMAX (1.34) vs SDFSX (0.65). SDFSX was incepted earlier than VSMAX: SDFSX (11 years) vs VSMAX (25 years). SDFSX (1.56) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 13.00 vs. SDFSX (11.54). VSMAX has a lower initial minimum investment than SDFSX: VSMAX (3000) vs SDFSX (5000). VSMAX annual gain was more profitable for investors over the last year : 4.97 vs. SDFSX (3.22). VSMAX return over 5 years is better than : 55.50 vs. SDFSX (51.76).
| SDFSX | VSMAX | SDFSX / VSMAX | |
| Total Expense Ratio | 1.16 | 0.05 | 2,320% |
| Annual Report Gross Expense Ratio | 1.56 | 0.05 | 3,120% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 9.896 | 5.625 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.1M | 162B | 0% |
| Annual Yield % from dividends | 0.65 | 1.34 | 48% |
| Returns for 1 year | 3.22 | 4.97 | 65% |
| Returns for 3 years | 46.36 | 42.05 | 110% |
| Returns for 5 years | 51.76 | 55.50 | 93% |
| Returns for 10 years | 111.82 | 130.92 | 85% |
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