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SDFSX vs VSMAX
SDFSX vs VSMAX Comparison
Open Charts SDFSX vs VSMAX
Sit Small Cap Dividend Growth S
Price$18.49
Change-$0.11 (-0.59%)
VolumeN/A
Net Assets42.09M
Vanguard Small Cap Index Admiral Shares
Price$120.96
Change-$1.21 (-0.99%)
VolumeN/A
Net Assets161.26B
SDFSX vs VSMAX Comparison Chart in %
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SDFSX vs. VSMAX commentary
Sep 26, 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 (42.1M). VSMAX pays higher dividends than SDFSX: VSMAX (1.31) vs SDFSX (0.65). SDFSX was incepted earlier than VSMAX: SDFSX (11 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 : 8.90 vs. SDFSX (7.04). VSMAX return over 5 years is better than : 71.77 vs. SDFSX (65.97).
| 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 | 11 years | 25 years | - |
| Gain YTD | 9.893 | 6.266 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.1M | 161B | 0% |
| Annual Yield % from dividends | 0.65 | 1.31 | 50% |
| Returns for 1 year | 7.04 | 8.90 | 79% |
| Returns for 3 years | 54.12 | 51.28 | 106% |
| Returns for 5 years | 65.97 | 71.77 | 92% |
| Returns for 10 years | 123.47 | 147.93 | 83% |
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