Ad is loading...
SDFSX vs VSMAX
SDFSX vs VSMAX Comparison
Open Charts SDFSX vs VSMAX
Sit Small Cap Dividend Growth S
Price$16.81
Change-$0.47 (-2.72%)
VolumeN/A
Net Assets37M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
SDFSX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SDFSX vs. VSMAX commentary
Feb 23, 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: 161B vs. SDFSX (37M). 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). VSMAX annual gain was more profitable for investors over the last year : 11.25 vs. SDFSX (9.10). VSMAX return over 5 years is better than : 44.48 vs. SDFSX (34.10).
| 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 | -1.059 | -0.304 | 349% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37M | 161B | 0% |
| Annual Yield % from dividends | 0.76 | 1.42 | 54% |
| Returns for 1 year | 9.10 | 11.25 | 81% |
| Returns for 3 years | 16.17 | 18.86 | 86% |
| Returns for 5 years | 34.10 | 44.48 | 77% |
| Returns for 10 years | N/A | 105.78 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers