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SDFSX vs VSMAX
SDFSX vs VSMAX Comparison
Open Charts SDFSX vs VSMAX
Sit Small Cap Dividend Growth S
Price$18.03
Change+$0.18 (+1.01%)
VolumeN/A
Net Assets39.2M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
SDFSX vs VSMAX Comparison Chart in %
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SDFSX vs. VSMAX commentary
Jul 27, 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 StrongBuy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. SDFSX (39.2M). VSMAX pays higher dividends than SDFSX: VSMAX (1.40) vs SDFSX (0.65). SDFSX was incepted earlier than VSMAX: SDFSX (10 years) vs VSMAX (25 years). SDFSX (1.56) is less costly to investors than VSMAX (0.05). VSMAX (13.00) and SDFSX (12.81) have comparable annual turnover. 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 : 7.83 vs. SDFSX (6.62). VSMAX return over 5 years is better than : 65.85 vs. SDFSX (60.20).
| 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 | 10 years | 25 years | - |
| Gain YTD | 6.525 | 2.178 | 300% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2M | 153B | 0% |
| Annual Yield % from dividends | 0.65 | 1.40 | 46% |
| Returns for 1 year | 6.62 | 7.83 | 85% |
| Returns for 3 years | 36.51 | 33.45 | 109% |
| Returns for 5 years | 60.20 | 65.85 | 91% |
| Returns for 10 years | 100.69 | 113.90 | 88% |
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