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SDFSX vs VSMAX
SDFSX vs VSMAX Comparison
Open Charts SDFSX vs VSMAX
Sit Small Cap Dividend Growth S
Price$17.69
Change+$0.05 (+0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.77
Change+$0.36 (+0.32%)
VolumeN/A
CapitalizationN/A
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VS
VS
SDFSX vs VSMAX Comparison Chart
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SDFSX vs. VSMAX commentary
Oct 25, 2024
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: 152B vs. SDFSX (32.4M). 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 : 42.29 vs. VSMAX (34.87). VSMAX (54.38) and SDFSX (53.25) have equivalent 5 years return.
| 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 | 18.903 | 11.604 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.4M | 152B | 0% |
| Annual Yield % from dividends | 0.76 | 1.42 | 54% |
| Returns for 1 year | 42.29 | 34.87 | 121% |
| Returns for 3 years | 2.38 | 3.55 | 67% |
| Returns for 5 years | 53.25 | 54.38 | 98% |
| Returns for 10 years | N/A | 124.97 | - |
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