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SDFSX vs VSMAX
SDFSX vs VSMAX Comparison
Open Charts SDFSX vs VSMAX
Sit Small Cap Dividend Growth S
Price$16.38
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets35.84M
Vanguard Small Cap Index Admiral Shares
Price$108.21
Change-$0.40 (-0.37%)
VolumeN/A
Net Assets139.54B
SDFSX vs VSMAX Comparison Chart
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SDFSX vs. VSMAX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. SDFSX (35.8M). VSMAX pays higher dividends than SDFSX: VSMAX (1.56) vs SDFSX (0.72). 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 : 2.82 vs. SDFSX (1.55). VSMAX return over 5 years is better than : 66.80 vs. SDFSX (57.41).
| 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 | -3.218 | -5.946 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8M | 140B | 0% |
| Annual Yield % from dividends | 0.72 | 1.56 | 46% |
| Returns for 1 year | 1.55 | 2.82 | 55% |
| Returns for 3 years | 24.97 | 23.66 | 106% |
| Returns for 5 years | 57.41 | 66.80 | 86% |
| Returns for 10 years | 78.61 | 92.39 | 85% |
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