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SDFSX vs VSMAX
SDFSX vs VSMAX Comparison
Open Charts SDFSX vs VSMAX
Sit Small Cap Dividend Growth S
Price$15.37
Change+$1.23 (+8.70%)
VolumeN/A
Net Assets33.66M
Vanguard Small Cap Index Admiral Shares
Price$97.22
Change-$4.33 (-4.26%)
VolumeN/A
Net Assets143.36B
SDFSX vs VSMAX Comparison Chart
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SDFSX vs. VSMAX commentary
Apr 11, 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: 143B vs. SDFSX (33.7M). VSMAX pays higher dividends than SDFSX: VSMAX (1.52) vs SDFSX (0.76). SDFSX was incepted earlier than VSMAX: SDFSX (10 years) vs VSMAX (24 years). SDFSX (1.56) is less costly to investors than VSMAX (0.05). SDFSX is a more actively managed with annual turnover of: 12.81 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 : -12.67 vs. VSMAX (-13.67). VSMAX return over 5 years is better than : 56.52 vs. SDFSX (45.40).
| SDFSX | VSMAX | SDFSX / VSMAX | |
| Total Expense Ratio | 1.21 | 0.05 | 2,420% |
| Annual Report Gross Expense Ratio | 1.56 | 0.05 | 3,120% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -16.775 | -19.288 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.7M | 143B | 0% |
| Annual Yield % from dividends | 0.76 | 1.52 | 50% |
| Returns for 1 year | -12.67 | -13.67 | 93% |
| Returns for 3 years | -0.89 | -5.11 | 17% |
| Returns for 5 years | 45.40 | 56.52 | 80% |
| Returns for 10 years | 53.59 | 63.59 | 84% |
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