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SDFSX vs VSMAX
SDFSX vs VSMAX Comparison
Open Charts SDFSX vs VSMAX
Sit Small Cap Dividend Growth S
Price$18.02
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets33.97M
Vanguard Small Cap Index Admiral Shares
Price$120.83
Change+$0.41 (+0.34%)
VolumeN/A
Net Assets155.27B
SDFSX vs VSMAX Comparison Chart
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SDFSX vs. VSMAX commentary
Jan 24, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. SDFSX (34M). VSMAX pays higher dividends than SDFSX: VSMAX (1.42) vs SDFSX (0.76). SDFSX was incepted earlier than VSMAX: SDFSX (10 years) vs VSMAX (24 years). SDFSX is a more actively managed with annual turnover of: 15.05 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than SDFSX: VSMAX (3000) vs SDFSX (5000). SDFSX annual gain was more profitable for investors over the last year : 22.75 vs. VSMAX (20.15). VSMAX return over 5 years is better than : 53.34 vs. SDFSX (46.09).
| SDFSX | VSMAX | SDFSX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 6.298 | 4.568 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34M | 155B | 0% |
| Annual Yield % from dividends | 0.76 | 1.42 | 54% |
| Returns for 1 year | 22.75 | 20.15 | 113% |
| Returns for 3 years | 24.39 | 24.52 | 99% |
| Returns for 5 years | 46.09 | 53.34 | 86% |
| Returns for 10 years | N/A | 125.60 | - |
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